If you’re managing your store by memory, guessing what’s working, or panicking every month… It’s time for a reset.
The cart is closed for the July 14, 2025 workshop. Click on the button below to get notified when we host this workshop again!
Part 1 of a 3-Part Series for Store Owners Who Are Ready to Run a Smarter Business
Retail Reset helps you set up the business side right—so cash flow, inventory, and buying finally start making sense.
You’ll finally learn how to:
- Stop avoiding your bookkeeping setup or clean up
- Why inventory data is important and what to do to get this setup correctly
- Start to understand your money beyond just “what came in this week”
No overwhelm. No spreadsheets required for Retail Reset. Just the clarity you need to finally take control.
THIS IS PHASE ONE OF YOUR DATA DRIVEN JOURNEY
We’re building a 3-part
Cash Flow Clarity system:
- You are here > Retail Reset -this isn’t about catching up—it’s about building the system that solves what’s been holding your store back.
- Financial Fix (Coming in 2026) – Time to clean up, diagnose, and manage your store’s money – find out where your business is leaking profit!
- Category Confidence (Coming in 2026) – Strategic inventory planning for profit and peace of mind – get clear on which categories are driving or draining your business!
You won’t be ready for Part 2 or 3 if you don’t start collecting the right information now.
Workshop Details
Retail Reset: Lay the Foundation for Data-Driven Growth
Introductory Price!
$97
$67
WHY NOW? WHY THIS?
Because store owners who have done this work are seeing growth and profit in 2025.
They’re making data-driven decisions, not emotional decisions
“You can’t improve what you aren’t paying attention to. Before you can make smart decisions, you need clear, consistent info about what’s actually happening in your business. That’s exactly why I created this class. It’s not about waiting until you feel ready—it’s about getting the tools and info you need to be ready.“
REAL RESULTS FROM RETAILERS WHO WENT THROUGH OUR CASH FLOW CLARITY SERIES
like we’re not just surviving, but running a smart, lean, profitable business.
Thank you for your audit of my inventory cash flow. It helped so much. I adjusted the pricing on one product line and I sold three pieces on Father’s Day alone! We’re almost 40% over LY for the first 5 months of the year. I so appreciate… the practical, grounded advice you offered when I needed it most. Oh—and the cash flow clarity from Master Shopkeepers? Life-changing.
WHAT YOU’LL LEARN (Foundational, Not Overwhelming)
This class covers the 3 Core Areas every shop owner needs to get set up before growth becomes possible:
Cash Flow
- The #1 habit that separates struggling shopkeepers from strong CEOs
- Why separating your business and personal finances is a game-changer
- How to avoid emotional spending and reactionary sales
Bookkeeping
- Why bookkeeping isn’t optional (and why it’s way less scary than you think)
- How much you should expect to invest in professional bookkeeping—and why it pays off
- Tips for setting up your accounting software so it serves YOU, a brick and mortar store owner
Inventory
- What a real inventory system looks like—beyond stickers and spreadsheets
- Why tracking COST is non-negotiable
- The truth about free POS systems (and what you’re missing out on if you don’t upgrade)
Let’s stop guessing. Start prepping.
Set your store up to grow in 2026.
BONUS #1: Retail Setup Starter Checklist
This checklist is a simple summary of everything we’ll cover in the workshop—so you can track your progress, check off what’s done, and see exactly what still needs your attention.
It’s designed to keep you focused and moving forward, even after the class ends. No more wondering where to start or what you’re missing.
BONUS #2: Sample Chart of Accounts
Think of this as the filing system for your business finances. A chart of accounts organizes how your income, expenses, inventory, and taxes are tracked—so your reports actually mean something.
Even if you work with a bookkeeper, you should have a say in how it’s structured. Why? Because when your categories reflect how you run your store, you’ll finally be able to understand your numbers, spot opportunities, and make smarter decisions without feeling lost.
This sample gives you a clear starting point, so you’re not making it up as you go.
BONUS #3: Questions to Ask When Hiring an Accountant or Bookkeeper
Hiring a financial professional can feel overwhelming—especially if you’re not sure what to ask, what matters, or how to know if someone truly understands retail.
This bonus gives you a clear, no-fluff list of questions to ask so you can confidently interview, evaluate, and choose the right person for your business. These aren’t generic accounting questions—they’re designed to help you find someone who aligns with how you run your store.
Inside the workshop, we’ll also walk through what to expect from a bookkeeper, what’s reasonable to pay, and what you still need to know—even if you outsource. Because handing over your books doesn’t mean giving up control.
This part of the training is all about calming the discomfort, getting prepared, and knowing enough to lead your business well—even if you’re not a numbers person.