01
Online guide
How to Read a Profit & Loss Statement
A plain-English guide to understanding revenue, expenses, gross profit, net profit, and what your P&L is actually telling you about your business.
Get the Guide
Myrick Balance Bookkeeping
The Financial Check-Up™ · Free resources
Continue Your
Financial Check-Up.
You don’t need to become an accountant. You do need to understand what your numbers are telling you.
Use the free tools below to strengthen your financial knowledge, understand your business more clearly, and make better-informed decisions.
Whether you just attended one of Michelle’s workshops or found us online, this is a good place to start.
No accounting degree required. Just clearer decisions.
Start With the Free Tools
These resources are designed to help business owners understand the financial information they already have — and know what questions to ask next.
Every tool below is useful on its own. No purchase is required to use them.
02
Online guide
Balance Sheet Basics
Understand assets, liabilities, and equity — and why your balance sheet tells a different story than your Profit & Loss statement.
Learn the Basics03
Online guide
Cash Flow Quick Guide
Profit does not automatically mean cash in the bank. Learn how money actually moves through your business and why timing matters.
Understand Cash Flow04
Online checklist
Questions to Ask Your Bookkeeper
Use this checklist to have better, more productive conversations with the person managing your books.
Get the Checklist05
Interactive checklist
Monthly Financial Review Checklist
A simple monthly routine to help you stop avoiding your financial reports and start using them to make decisions.
Open the Monthly Review06
Download coming soon
Financial Terms Without the Accounting Jargon
A quick-reference guide to the financial terms every business owner should understand.
Cheat sheet coming soon
More free Financial Check-Up resources are coming soon.
Not sure where to start?
Take the free 5-Minute Business Financial Health Check.
Want the Financial Check-Up Resource Pack?
Leave your email to request the resource pack and occasional practical financial education from Michelle.
No daily emails. No accounting jargon. Just useful information designed to help you understand your business better.
The pack’s email delivery is not connected yet. Your request will be saved; the free tools above are available now.
Created by Michelle Myrick · Myrick Balance Bookkeeping
Keep Learning With Michelle
Financial education shouldn’t happen once a year when taxes are due.
Follow Michelle and Myrick Balance Bookkeeping for practical lessons about business finances, bookkeeping, cash flow, financial statements, and the questions smart business owners should be asking.
Short lessons. Real business numbers. Better financial decisions.
Ready to go deeper?
Turn Financial Confusion Into Financial Clarity.
The free resources can help you answer individual questions. The full Financial Check-Up™ gives you the complete system.
This self-paced program was created for business owners who want to understand their finances without becoming accountants.
Want the complete Financial Check-Up? Full program: $197 one-time.
Understand Your Reports
Learn how to read your Profit & Loss Statement, Balance Sheet, and other key financial information.
Understand Cash Flow
See why profit and cash aren’t the same — and how timing affects your business.
Know What to Ask
Have better conversations with your bookkeeper, CPA, and other financial professionals.
Build a Financial Review Habit
Develop a repeatable routine for reviewing your numbers and using them to make business decisions.
One-time investment: $197
Self-paced learning.
Start with the free tools. Go deeper when you’re ready.
Need More Than Education?
Sometimes understanding the numbers reveals a bigger problem. If your bookkeeping is behind, unclear, inconsistent, or simply taking too much of your time, Michelle and Myrick Balance Bookkeeping can help.
We work with business owners who want clean books, clearer financial information, and a better understanding of what is happening inside their business.
You Don’t Have to Understand Everything Today.
Start with one report. Ask one better question. Build one better habit.
Financial clarity happens one decision at a time.
Understand » Decide » Lead