Solopreneur Money + Metrics Mastery Toolkit Get Instant Access for $49 (was $99) →Money + Metrics Toolkit · $49 (was $99) → Book a Free Discovery Call
Self-Study Toolkit · Finance & Analytics

12 Tools to Finally Feel Like
a Real CEO

Get Tara Wagner's Solopreneur Money + Metrics Mastery Toolkit for just $49. Price your services confidently, understand where your profit really comes from, prepare for taxes without panic, and track the metrics that actually matter.

Unlock 12 Tools for $49 →

One-time payment  ·  Instant access  ·  No subscriptions

Your Numbers, Decoded product mockup
Inside the Toolkit

Data Gives Direction

Every small business owners has KPIs (key performance indicators) - numbers that when tracked and decoded, tell you exactly what's working (to do more of) and what's not (to fix). But most owners don't know their numbers, or shy away from the data. This fixes that.

What This Toolkit Does

Stop Guessing. Start Knowing.

Price your services so the profit you want is built in, not hoped for, and you stop undercharging and start keeping money

Understand where your best leas and biggest profit really comes from and where it is leaking

Prepare for taxes without panic by tracking everything in one clean, simple, free system

Budget smarter so you can keep more of what you earn and invest it intentionally

Find what is working in your funnels and emails instead of guessing what to fix

Finally feel like a real CEO making decisions from data, not vibes and crossed fingers

12 Modules

Everything Inside the Toolkit

Tool 1

Profit-First Pricing Engine

Price your offers so profit is built in. Know exactly what to charge to pay yourself, cover expenses, and still scale without burnout.

Tool 2

5-Year Financial Command Center

Track income, expenses, and tax-ready numbers over time without drowning in spreadsheets or QuickBooks overwhelm.

Tool 3

Annual Revenue & Budget Blueprint

Turn revenue goals into an actual plan. Break down what you need to earn, spend, and save month by month.

Tool 4

Security Fund & Sinking Savings System

Track emergency funds, taxes, big expenses, and future investments in one clean system. No more financial panic.

Tool 5

CEO Metrics Scorecard

The handful of numbers that actually matter. Make faster decisions with confidence by understanding metrics that drive revenue and growth.

Tool 6

Simple Sales KPI Dashboard

Track leads, conversions, close rates, and revenue without becoming a data analyst, so you can increase conversions without guessing.

Tool 7

Proposal & Bid Profit Sheets

Price proposals with confidence. See profit margins before you send anything so every yes is a profitable one.

Tool 8

Email Automation Performance Tracker

See exactly which emails drive opens, clicks, and sales. Know what is pulling revenue and what is just taking up inbox space.

Tool 9

Lead Magnet Conversion Tracker

Track opt-ins, conversion rates, and lead quality across every freebie so you double down on what actually feeds your pipeline.

Tool 10

Lead Source Intelligence Tracker

See where your best clients actually come from and where to invest your ad spend and energy. Stop spreading yourself thin on what does not pay.

Tool 11

Sales Commission Tracker

Track commissions, payouts, and performance clearly whether it is you, a closer, or a growing sales team.

Tool 12

Event Revenue Tracker

Track registrations, attendance, conversions, and sales in one place so you know if your event is actually profitable.

Cold Hard Truth

If You Don’t Know Your Numbers, You Don’t Have a Business

You have a hobby with revenue. A real business knows which clients are profitable, where the cash is leaking, what the runway looks like, and what the cost of acquiring a customer actually is. But we know the data is also intimidating, which is why the Solopreneur Money + Metrics Mastery Toolkit gives you the dashboards, calculators, tracking sheets, and how-to knowledge to know all of it without an accounting degree or monthly subscriptions.

WHO IT IS FOR

But Will It Work For My Industry?

Here are just some exmaples of the AYID students who have had success with the program.

  • Coaches and consultants
  • Mental health therapists
  • Physical or occupational therapists
  • Graphic and web designers
  • Salon owners
  • Yoga studios
  • Dog trainers
  • Personal assistants
  • Realtors
  • Personal services
  • Bookkeepers
  • Accountants
  • Finanial advisors
  • Insurance agents
  • Personal trainers
  • Massage therapists
  • Interior designers
  • Boutiques
  • Home stagers
  • And the list goes on
What Members Are Saying

From People Who Stopped Guessing

Just got my hands on MMM and WOW. This is the clarity I’ve been craving. It’s not just a “spreadsheet” - it’s a full-on business GPS. Goals, metrics, profit paths… all in one place. I’m using it to cut the fluff and focus on what actually makes money. Service-based? Product-based? Startup? Tenured? Doesn’t matter - MMM flexes to fit your business. If you’re tired of guessing and ready to grow with intention, grab this. Your future self will thank you.
Whitney
The Metrics Mastery toolkit has everything I could possibly need. I’m pre-revenue, and I can already see the value of what this will provide me. It makes me even more excited to get revenue streams going so I can use the toolkit to optimize my profits. Thank you, Tara!
Emily
I bought and used this program. It was truly so helpful! Mainly in helping me sort out what the heck I’m even doing when it comes to content, not to mention the organization of it. Thanks for an affordable and easy to use program. I appreciate you!
Jamie R.
I’m looking forward to diving into these templates. The ones I’ve started will add so much clarity to my business. I am so glad I bought it.
Beth B., Author & Coach
Tara, thanks. I am implementing what you teach. Thanks to you I feel confident that little by little I will no longer need to be chained to my computer.
Puela L.
Has some great tools. Was an impulse buy but I am glad I did.
Rachel
Investment

Get Instant Access for $49 (was $97)

Money + Metrics Mastery Toolkit
$49
12 ready-to-use Google Sheets tools  ·  One-time payment  ·  No subscriptions
Unlock 12 Tools for $49 →

Works with Google Sheets or Excel. No paid platforms required.

Solopreneurs, coaches, consultants, and small service-based businesses earning up to approximately $300K per year. Anyone who wants to manage money confidently until they are ready to outsource to a bookkeeper or CFO.
Just Google Sheets. No paid platforms, subscriptions, or additional software required.
One-time payment of $49 USD. No recurring charges, no subscriptions, no hidden fees.
No. These tools are for your personal business use only, not for resale or redistribution.

Feel Like a CEO in Your Own Business

Twelve tools. Seven dollars. The financial clarity you have been avoiding because you did not know how to get started.

Unlock 12 Tools for $49
Unlock 12 Tools for $47