WHO'S IT FOR?
The Financially Fabulous™ Playbook System
was created for:Â
- Independent boutiques & lifestyle retail brands
- Multi-passionate, creative CEOs craving clarity without overwhelm
- Owners ready to to step into confident, intentional, profit-centric leadership
- Retailers tired of guessing - and ready to make data-backed decisions about revenue, inventory, expenses, team, and tax
if you've ever said-
Â
"I make sales, but I'm not sure where the money is going."
"Everything lives in my head and in too many different places."
"I just want someone to show me how to run the financial back-end of my store."
Â
...this is for you.
Â
You’re not “bad with numbers.”
You’ve just never been given a retail-specific, profit-centric, human-friendly way to manage the financial side of your business.
Â
Inside the Financially Fabulous™ Playbook System
A walkthrough of everything that is included:
Â
1. Welcome & CEO Orientation
Step confidently into a new era of leadership.
- Your CEO commitment to profit, clarity, and peace
- Â How to use the PlayBook alongside your Financially Fabulous Coaching or She Profits Now services
- Â A simple overview of your Financial GPS so you always know where you are in the system
2. Money Mindset & CEO Habits
Your thoughts shape your financial decisions.
- Retail-specific money stories, scarcity signals, and empowering reframes
- CEO Time Blocking templates to protect your financial work time
- The Financial Health Habit Tracker for daily, weekly, monthly, and quarterly rhythms
- Decision filters for navigating high-pressure seasons and unexpected crises
3. Look Back: Your Numbers, Your Story
Turn confusion into clarity.
- Year-in-review reflections across sales, profit, cash flow, and inventory
- Seasonal performance snapshots (Winter, Spring, Summer, Holiday)
- Trend identification with coaching prompts: what to start, stop, and continue
4. Plan Forward : Strategic Profit Planning
Lead with intention, not reaction:
- Annual, seasonal, monthly, and weekly planning pages
- Capacity-based goal-setting so nothing feels unrealistic
- Seasonal decision-making grids & creative response plans to help you lead with clarity and structure — not emotion
- A full-year at-a-glance framework for staying aligned and balanced
5. Cash Flow & the 40/20/40 Allocation Model
Give every dollar a job before it even arrives.
- Step-by-step 40/20/40 Allocation Waterfall:
40% Inventory • 20% Profit/Tax/Owner’s Pay/Debt/Reserves • 40% Operating Expenses - A dedicated chapter on Sales Tax Payable Allocation so cash flow stays clean and compliant
- A customizable payment calendar for due dates, fixed vs variable expenses, and allocation rhythms
- CEO prompts for adapting the model to your unique business while staying profit-centric
6. Inventory Planning & Management
Bring structure to your biggest investment.
- Buy-to-Sell & Open-to-Buy (OTB) lite planning pages
- Seasonal inventory planning frameworks
- Margin, turn, and category-based analysis tools
- Worksheets to benchmark what you have, what you need, and what each buying season requires
7. Revenue Mapping & Customer Strategy
Stop guessing—start mapping your path to profit.
- Revenue mapping templates by month and channel
- AOV, new vs returning customer prompts, and launch & promo alignment
- Pages to align events, marketing, and buying decisions with your revenue goals
8. Bookkeeping, Reporting & Retail Chart of Accounts
Turn your numbers into a CEO dashboard — not just a tax requirement.
- A retail-specific Chart of Accounts aligned with your 40/20/40 model and inventory needs
- Guidance for categorizing income, COGS, and expenses for clarity and accuracy
- Checklists for daily, weekly, monthly, quarterly, and year-end financial rhythms
- Pages to document your internal accounting processes for consistency and delegation
9. Compliance, Tax & Risk Management
Stay protected, informed, and one step ahead.
- Corporate compliance checklist for required filings, minutes, licenses, and renewals
- Income tax, sales tax, and inventory tax readiness reminders
- Risk management considerations for vehicles, travel, team, vendors, and operational liabilities
10. Team Management & CEO Leadership
Lead with confidence and clarity.
- Schedule design templates
- Compensation planning, benefits & incentives pages
- Travel-to-market and vehicle use templates
- An org chart builder to clarify roles, responsibilities, and authority
- A full chapter on Open Book Management, tailored for independent retailers
- Team communication and meeting rhythm templates
11. Scaling, Partnerships, & Growth Vision
Your roadmap to expansion.
- Partnership, collaboration, and ambassador program planning pages
- Vendor & payment terms organizer
- Brand agreement summary pages
- Prompts to align business goals with your personal capacity and lifestyle vision
12. Celebrate, Reflect, & Personal Finance
Because being Financially Fabulous® is both internal and external.
- Monthly CEO Decision Dashboards
- Year-end reflection & celebration prompts
- Personal finance clarity pages
- A space to document wins, lessons, and your evolving identity as a CEO
13. Bonus Inserts & Tools
Across the binder, you'll also find:
- QR-linked videos from Christyne
- Seasonal case studies
- Coaching notes pages
- Money Persona reference inserts
- Monthly decision dashboards
- Vendor & payment tracker
- Team communication templates
- Creative planning tools
- Blank templates for customization
HOW THE PLAYBOOK SUPPORTS YOUR SUCCESS
The PlayBook System works beautifully:
- As a self-guided financial framework
- As your "bring-to-every-call" binder inside Financially Fabulous coaching
- As the documentation home for your strategy when partnering with She Profits Now
It becomes your operating manual, the pieces that tie everything together.