SIMPLE TOOLS TO HELP YOU GET ORGANIZED, STAY CONSISTENT & FEEL MORE CONFIDENT IN YOUR BOOKS.
Small Business
Bookkeeping Toolkit
GET THE TOOLKIT — $59
Everything You Need to Stay on Top of Your Books
Less guessing. More organization.
Running a business is already a lot. Your bookkeeping shouldn't feel like one more thing you're constantly trying to figure out.
I created this Toolkit to give small business owners a simple, organized system for keeping track of the financial information that matters — month after month.
You'll know what to track, what to review, what to save, and what to have ready when it's time to work with your bookkeeper or tax professional.
DIGITAL ACCESS • GOOGLE SHEETS
YOU DON'T NEED A COMPLICATED BOOKKEEPING SYSTEM.
YOU NEED A SIMPLE ONE YOU'LL ACTUALLY USE.
Everything you need to get organized, stay consistent & head into tax season feeling prepared.
GET THE TOOLKIT — $59
INSIDE YOUR TOOLKIT...
TRACK & ORGANIZE
Income & Expense Tracker • Receipt Organization System • Expense Category Guide
REVIEW YOUR NUMBERS
Business Financial Snapshot • 12-Month Dashboard • Month-End Financial Review
STAY ON TOP OF YOUR BOOKS
Monthly Bookkeeping Checklist • QuickBooks Organization Guide • Bookkeeping Terms Cheat Sheet
GET READY FOR TAX TIME
Year-End Checklist • Bookkeeper/CPA Prep List • Questions Tracker
PLAN AHEAD
90-Day Money & Bookkeeping Plan + additional bookkeeping resources
More than a spreadsheet.
It's your bookkeeping system.
Simple tools you'll actually know how to use.
Is This For You?
The Small Business Bookkeeping Toolkit Is For You If…
- You’re running a small business and want a better system for staying organized.
- You’re not always sure what you should be tracking, saving, or reviewing each month.
- Receipts, expenses, and bookkeeping tasks tend to pile up until you finally have time to deal with them.
- You want to understand your numbers better — without trying to become a bookkeeper yourself.
- You want cleaner, more organized records to hand over to your bookkeeper or tax professional.
You know you may eventually want professional bookkeeping support, but you want to get organized now.
GET THE TOOLKIT — $59
Your bookkeeping system can be simple.
Here’s how it works.
No complicated setup. No new software to learn.
1. PURCHASE YOUR TOOLKIT • 2. MAKE YOUR PRIVATE COPY • 3. START GETTING ORGANIZED
With a simple bookkeeping system, you’ll be able to…
Know what bookkeeping tasks need attention each month, what records to keep, and what questions to flag before they pile up.
STAY ORGANIZED MONTH AFTER MONTH.
Use your financial snapshot, dashboard, and month-end review to see what’s happening in your business without feeling lost in the numbers.
UNDERSTAND YOUR NUMBERS BETTER.
Keep important financial information organized throughout the year so you’re not scrambling to pull everything together when your tax professional needs it.
BE BETTER PREPARED FOR TAX TIME.
Spot bookkeeping red flags earlier and know what questions to bring to your bookkeeper or tax professional — instead of guessing and hoping everything is right.
KNOW WHEN IT’S TIME TO GET HELP.
GET ORGANIZED — $59
Ready to hand
the books off?
Monthly Bookkeeping
Ongoing bookkeeping support for small business owners who are ready to spend less time managing their books and more time running their business.
inquire now
READY FOR ONGOING SUPPORT?
QuickBooks Health Check
Get a professional review of your QuickBooks Online file, written findings, clear recommended next steps, and a 30-minute review call.
BOOK A HEALTH CHECK - $495
NOT SURE YOUR BOOKS ARE RIGHT?
New Business Setup
Starting a new business? Get your QuickBooks set up correctly from the beginning with an organized Chart of Accounts and a solid bookkeeping foundation built for your business.
ASK ABOUT SETUP
SET YOUR BUSINESS UP FOR SUCCESS — FROM THE BEGINNING.
Not Sure What You Need?
LET'S FIGURE IT OUT.
Toolkit?
Health Check?
Cleanup?
Monthly Bookkeeping?
get in touch
GET THE TOOLKIT — $59
