Does this sound familiar?

Do you...

  • have no idea what your exact profit was last month?
  • wonder where the majority of your income comes from?
  • know that taxes are coming but wait until the last minute to actually do anything about it? 
  • lose sleep over your potential tax bill because you haven't been making quarterly estimated payments? 
  • have a massive mess of receipts, invoices and other papers cluttering your desk because you have no idea what to do with them? Or worse, maybe you have nothing at all? 
  • don't want to spend hours Googling and trying to figure out yet another new software to stay organized? 
  • promise yourself this year would be different, that you wouldn't wait to do your bookkeeping until the last minute?
Woman Shrugging

We've got a solution!

The Easy Small Business Finance Tracker

You can effortlessly keep your bookkeeping up to date using a system you already know - Google Sheets! Once you input your income and expenses into the Easy Small Business Finance Tracker it will automatically generate:

  • Profit & Loss Statement
  • Suggested Tax Savings
  • Visual Dashboard 
  • Current Progress to Your Goals

 

And the results? 

  • A peaceful tax season
  • Finally having visibility into your business
  • Knowing all your numbers and where you stand
  • Confidence to make data-backed decisions for your business
I'M READY TO GET ORGANIZED FOR ONLY $64.00
Woman Celebrating

Features of the Easy Small Business Finance Tracker

  • Automated Profit & Loss Statement

    A profit & loss statement is automatically generated based on the inputs you add in the Income and Expense tabs. Your tax preparer will use this to submit your taxes at tax time and you can use this to track your progress throughout the year.

  • Suggested Tax Savings Calculator

    Want to know how much to set aside for taxes? The Suggested Tax Savings Calculator will calculate how much to set aside for taxes each month based on the current marginal Federal tax and self-employment tax rates.

  • Visual Dashboard

    Want to see your numbers in eye-catching graphs? Head to your Dashboard to see visual representation of your Profit & Loss, Expense Breakdown and Sales Breakdown for the last 30 days and your year-to-date.

  • Goal Tracker

    We know you have goals and we want to help you get there! Each month, after inputting your income and expenses, head over to your Profit & Loss statement to check how you performed against your revenue goals for the month and how much you have to go for the year.

  • Customizable Categories

    Each business is different and no chart of accounts is the same. We give you a chart of accounts that works for many service-based businesses but you can add categories that are specific to your business. Don't worry, we will walk you through it with instructional videos!

Want to See It In Action?

Press Play to See a Preview of the Easy Small Business Finance Tracker!

What's Included?

When you purchase the Easy Small Business Finance Tracker, you get:

  • The smart template including an automated profit & loss statement, visual dashboard, suggested tax savings calculator and goal tracker

  • Lifetime access to videos walking you through how to use the Easy Small Business Finance Tracker

  • Lifetime access to any future updates whether they be for changes from the IRS or improvements to the system

Frequently Asked Questions

  • Will the Easy Small Business Finance Tracker work for freelancers or contractors?

    Yes! The Easy Small Business Finance Tracker was built with small businesses that are sole proprietors or single member LLCs in mind but this will also work for freelancers or contractors as well!

  • I'm not very techy. Will this work for me?

    Yes! The Easy Small Business Finance Tracker was built around a popular software you likely already have experience with - Google Sheets! We also include 20+ short and snappy instructional videos to help you along.

  • How long will I have access to the content?

    You will have lifetime access to all instructional videos as well as any videos added in the future. You will also receive access to any updates to the template, including improvements to the product or updates due to tax rate changes.

  • Will this work for 2025 and beyond?

    Yes! You will be able to reuse the Easy Small Business Finance Tracker year after year. There is a template for each year between 2021 - 2025 currently. Additionally, you will have access to any future updates we make to the tracker which means you will always have the latest and greatest version.

  • How does the Suggested Tax Calculator work?

    The Suggested Tax Calculator will provide a suggested amount to set aside for taxes each month based on Federal and Self-Employment taxes in the United States. Currently, it does not cover state taxes. The Suggested Tax Calculator is currently based on single filers. It assumes that all expenses are tax deductible and does not take into consideration any outside elements such as the standard tax deduction or other income not input in your tracker. The Suggested Tax Calculator is merely a suggestion, your tax preparer will be able to give you the most accurate estimate of your tax liability.