Jane was paying $697/mo bookkeeper

Jane Lockhart runs two businesses under one roof: website design and social media management for small businesses, plus a women's health coaching program for PCOS and endometriosis—conditions she personally manages. Her goal? Scale the coaching business so she can help more women while working fewer hours, eventually phasing out the design work that's becoming "incredibly shaky" with AI.

The Problem

Jane's financial management was eating her alive.

She was paying $697/month for a bookkeeping service, plus $75/month for QuickBooks. $772/month. $9,264/year.

When she finally looked at her numbers, the reality hit hard: "The management of my money was more than half of my business expenses every month."

She wasn't just overpaying. She was sacrificing her future.

"I was like, okay, I do have an advertising budget. However, I'm using it to manage my money instead of using it to grow my money."

The budget she needed to launch her coaching program—the thing that could actually give her time and freedom back—was going to someone else just to tell her where her money went.

The Decision

Jane switched to Cashflowy.

Not because it was flashy. Not because it promised the moon.

Because it let her stop paying $772/month for a better solution—at a fraction of the cost.

She didn't need a bookkeeper to categorize transactions. She needed clarity without overspending.

Cashflowy gave her that.

The Result

She got over $8,800 back. Every year.

Jane was spending $9,264/year managing her books.

She cut that by 96%.

That's over $8,800 back in her pocket annually.

But here's what that number actually means:

• A real marketing budget for her coaching program

• Facebook ads to reach women struggling with PCOS

• Podcast tours, retargeting campaigns, affiliate partnerships

• Breathing room to build the business that matters

"This saved me so much money going into the new year, and that's what I'm going to be using for my ads."

Not "might use." Not "hope to use."

Using.

Why It Matters

Jane didn't just save money.

She bought back her future.

Before Cashflowy, she was stuck:

• Bleeding cash on overhead that wasn't moving her forward

• Overwhelmed trying to learn a new way to market

• Watching her old business model crumble while her new one sat on the shelf

Now, she has:

• Clarity: All her accounts in one place, actual visibility into where money's going

• Confidence: She can make financial decisions without waiting on someone else

• Capital: $8,800/year redirected toward growing her business

She's not just managing money better.

She's actually building her business.

In Her Words

"I was looking at my overall cash flow and how much I was paying on everything. And my management of my money was more than half of my business expenses every month. So right there, I was like, okay, I do have an advertising budget. However, I'm using it to manage my money instead of using it to grow my money. So I switched over to Cashflowy, and I'm so excited to be able to use that money next year to grow my business."

— Jane Lockhart
Website Designer & Women's Health Coach

The Bottom Line

If you're paying hundreds (or thousands) a month for bookkeeping, ask yourself:

Am I paying for clarity—or am I just paying someone to organize numbers software could handle?

Jane was spending $9,264/year managing her money.

She cut that by 96% and redirected over $8,800 into building something that actually matters.

One small decision. $8,800 more to grow your business. That's how you increase profit.