Free 14-week series

The store owner's financial series.

Fourteen short lessons on the things that quietly decide whether your store makes money: profit, cash flow, pricing, staffing, and growth. No jargon. Built by a licensed CPA, for people actually running a shop.

Built by a CPA · Plain English · No benchmarks, no guesswork
10 of 14 published
New lesson weekly
WEEK 1
Profitability
Are You Actually Profitable?
WEEK 2
Cash flow
Why Your Sales Are Up But Your Bank Account Is Empty
WEEK 3
Hidden costs
The 5 Hidden Costs Silently Eating Your Profit
WEEK 4
Inventory
How to Stop Your Money Getting Stuck on Your Shelves
WEEK 5
Pricing
How to Price Your Products So You Actually Make Money
WEEK 6
Staffing
Can You Actually Afford to Hire Someone Right Now?
WEEK 7
Tax prep
What to Track to Make Tax Season Easy
WEEK 8
Owner pay
How to Pay Yourself as a Store Owner
WEEK 9
Growth
Should You Expand? How to Know If You're Ready
WEEK 10
Technology
How to Leverage Technology in Your Store Right Now
Coming soon
WEEK 11
Technology
How AI Can Help Small Store Owners
Coming soon
WEEK 12
Growth
How to Build a Second Location Without Losing the First
Coming soon
WEEK 13
Financing
Know Your Numbers Before You Talk to a Bank or Investor
Coming soon
WEEK 14
Wrap-up
What a Financially Healthy Small Store Looks Like
Tools
Free Profit Calculator Cash Flow Check Scenario Planner Grocery Calculator Market Stall Calculator Food Vendor Calculator
ClarityApp
Overview Try the Preview Join the Beta Terms of Use
Resources
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Company
Why Margini About & CPA Credentials Contact Us
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ⓘ For educational purposes only. Content and tools provide estimates and general guidance, not financial, tax, or investment advice. Consult a qualified professional for your specific situation.