Booked? Banked?

Balanced?

Let’s Make That Your Reality.

Finally know where your money goes, how to pay yourself, and be ready for taxes — All with one easy-to-use toolkit.

You started your business to create freedom—
But managing the money feels like a mystery.

You’re bringing in income, signing clients, and showing up like a pro.


But behind the scenes…

  • You don’t know what you made last month.

  • You’re unsure if you can afford to pay yourself.

  • You’re saving “something” for taxes (but no clue if it’s enough).

  • You feel anxious every time it’s time to check your numbers.

This isn’t about not being good with money.

It’s about not having the right system in place.

INTRODUCING THE

Booked, Banked & Balanced Bundle

The ultimate plug-and-play financial toolkit for coaches and consultants.

Designed for black women entrepreneurs who are ready to stop winging it and start managing their money like a real CEO.

Here’s what’s included inside the bundle:

  • Business Finance Concepts Guide

    A friendly, no-jargon mini-guide that breaks down foundational finance topics every CEO should know.

  • Monthly Income + Expense Tracker

    Get crystal clear on what’s coming in and going out—no more wondering where your money went.

  • Cash Flow Dashboard

    Visualize your financial health at a glance with automatic charts and smart summaries.

  • Business Tax Estimator

    Know how much to set aside for taxes based on your income. No more panic when it’s time to file.

🔥 BONUS Guides 🔥

  • AI Money Clarity Prompts

    Custom, plug-and-play prompts designed to help you analyze your numbers, make smarter decisions, and actually understand your money story.

  • 30 Tax Deductions Checklist

    Start claiming what’s yours. This list makes it easy to maximize deductions and keep more of your money.

  • 10 Smart Questions to Ask Your Tax Professional (Quarterly)

    Be prepared for your next meeting. Ask the right questions, make strategic decisions, and stop overpaying the IRS.

With this bundle, you'll:

  • Understand your business numbers every month

  • Ditch the fear of “checking your bank account"

  • Make strategic decisions based on facts—not vibes

  • Pay yourself with confidence

  • Save confidently for taxes

  • Finally feel like the CEO you’re becoming

Meet Your Financial Strategist

Hi, I’m Dru, founder of HerWorth Advisory.

With over 12 years in corporate finance, I’ve managed multi-million-dollar budgets at top institutions like J.P. Morgan Chase and NYC Health + Hospitals. But my story isn’t just corporate spreadsheets and boardrooms.

I also built a trucking company from scratch—no industry experience, no connections. In three years, I scaled it to over $500K in annual revenue, with profit margins that rivaled mid-sized carriers. The key? A strong financial system and real cash flow strategy.

After helping countless friends and colleagues untangle their business finances, I realized too many brilliant women were underpricing, overspending, and running blind—especially Black women entrepreneurs, the fastest-growing group of founders today.

That’s why I created HerWorth Advisory: to help you stop guessing and start leading with clarity, confidence, and cash flow power.

If you’re ready to run your business like a true CEO—without the constant financial stress—you’re in the right place.

Hear what our clients are saying

I used to avoid looking at my business bank account. The spreadsheets are actually easy to use, and I'm finally paying myself consistently. This bundle gave me peace of mind and a plan to scale my business.

Erica Franklin

CEO, EVF Consulting

Booked, Banked & Balanced was the financial reset I didn’t know I needed. It helped me understand what to track and how to plan for taxes, without all the stress. Definitely worth it and highly recommend it.

Jenica Henry

Founder, CityZen

I'm not a numbers person but everything in the bundle was laid out clearly and easy to digest. It helped me to realize how much I was overpaying in taxes. I finally feel in control of my business finances.

Abigail Reese-Kelley

Education Consultant

FAQs

Do I need to be good with numbers to use this?

Not at all. Everything is beginner-friendly and includes clear instructions.

Is this a course?

Nope! It’s a done-for-you toolkit with editable spreadsheets and PDFs you can use right away.

Can I use this with a bookkeeper or tax pro?

Yes! These tools make it easier to communicate with your accountant and plan ahead for taxes.

Is this built for black women entrepreneurs specifically?

Yes. As a black woman founder, I built this with our unique challenges and brilliance in mind.

Ready to get

Booked, Banked & Balanced?

Stop stressing. Start scaling—with a simple system built to support you.

© 2025 HerWorth Advisory