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Just starting your business and not ready to pay for bookkeeping software?
This DIY Bookkeeping Spreadsheet Kit was created for new and very simple businesses that want to keep accurate financial records before they are ready for the monthly cost of QuickBooks Online. If your business has straightforward income and expenses, no inventory management needed, and only a few assets or loans, this system gives you everything you need to stay organized and provide your tax preparer with clean, usable information at year end.
Whether you're a service-based business, freelancer, consultant, or solo entrepreneur, this kit will help you confidently manage your bookkeeping while learning the basics along the way.
Bookkeeping Spreadsheet Template
An Excel workbook designed to track your income and expenses throughout the year. It will give you monthly and annual reports so you can keep an eye on your profitability.
Step-by-Step Training Video
Follow along as I walk you through exactly how to use the spreadsheet, enter transactions, and maintain your books.
Bookkeeping Cheat Sheet
Includes common expense categories, categorization tips, and guidance to help you correctly classify your transactions.
Live Group Q&A Calls
After purchase, you'll receive access to my scheduled group Q&A sessions where you can ask bookkeeping questions, get clarification, and learn from other business owners.
New businesses
Solo entrepreneurs
Freelancers and consultants
Service-based businesses
Businesses with straightforward finances
Owners who want to understand their numbers while keeping costs low
This spreadsheet is not recommended if your business has:
Inventory
Complex fixed assets or depreciation
Multiple loans with frequent activity
Job costing
Manufacturing
Complex payroll accounting
High transaction volume
If your business grows beyond these basics, you may be ready to transition to bookkeeping software like QuickBooks Online.
When you're just starting out, every dollar matters. Many new business owners aren't ready for monthly bookkeeping software or ongoing bookkeeping services, but they still need accurate financial records.
I created this toolkit to bridge that gap.
My goal is to give you a simple system, practical guidance, and ongoing support so you can keep organized books, understand your finances, and hand your tax preparer exactly what they need when tax season arrives.
You don't have to figure bookkeeping out alone. This kit gives you an affordable starting point with the confidence that comes from knowing you have expert guidance when questions come up.
What’s Included:
Downloadable, customizable Excel Budgeting Template
Pre-recorded video walkthrough & instruction
Access to two live, drop-in group Q&A sessions:
Session 1: October 7th
Session 2: November 5th
Note: Early bird pricing ($49) is available through September 25th!
Just starting your business and not ready to pay for bookkeeping software?
This DIY Bookkeeping Spreadsheet Kit was created for new and very simple businesses that want to keep accurate financial records before they are ready for the monthly cost of QuickBooks Online. If your business has straightforward income and expenses, no inventory management needed, and only a few assets or loans, this system gives you everything you need to stay organized and provide your tax preparer with clean, usable information at year end.
Whether you're a service-based business, freelancer, consultant, or solo entrepreneur, this kit will help you confidently manage your bookkeeping while learning the basics along the way.
Bookkeeping Spreadsheet Template
An Excel workbook designed to track your income and expenses throughout the year. It will give you monthly and annual reports so you can keep an eye on your profitability.
Step-by-Step Training Video
Follow along as I walk you through exactly how to use the spreadsheet, enter transactions, and maintain your books.
Bookkeeping Cheat Sheet
Includes common expense categories, categorization tips, and guidance to help you correctly classify your transactions.
Live Group Q&A Calls
After purchase, you'll receive access to my scheduled group Q&A sessions where you can ask bookkeeping questions, get clarification, and learn from other business owners.
New businesses
Solo entrepreneurs
Freelancers and consultants
Service-based businesses
Businesses with straightforward finances
Owners who want to understand their numbers while keeping costs low
This spreadsheet is not recommended if your business has:
Inventory
Complex fixed assets or depreciation
Multiple loans with frequent activity
Job costing
Manufacturing
Complex payroll accounting
High transaction volume
If your business grows beyond these basics, you may be ready to transition to bookkeeping software like QuickBooks Online.
When you're just starting out, every dollar matters. Many new business owners aren't ready for monthly bookkeeping software or ongoing bookkeeping services, but they still need accurate financial records.
I created this toolkit to bridge that gap.
My goal is to give you a simple system, practical guidance, and ongoing support so you can keep organized books, understand your finances, and hand your tax preparer exactly what they need when tax season arrives.
You don't have to figure bookkeeping out alone. This kit gives you an affordable starting point with the confidence that comes from knowing you have expert guidance when questions come up.
What’s Included:
Downloadable, customizable Excel Budgeting Template
Pre-recorded video walkthrough & instruction
Access to two live, drop-in group Q&A sessions:
Session 1: October 7th
Session 2: November 5th
Note: Early bird pricing ($49) is available through September 25th!