Small Business Budgeting Tool
Running a business means wearing a lot of hats; keeping track of your finances shouldn’t slow you down, stress you out, or take precious time away from what you do best: serving your clients and growing your business.
This customizable Budget Tracking tool is designed to give you clear, organized insight into your business finances so you can spend less time wondering where your money went and more time focusing on the services you love to deliver.
The Budget Tracking tool was created with service-based entrepreneurs in mind (ie. yoga instructors, massage therapists, estheticians, coaches, artists, wellness professionals, and private practice owners), but this tool is equally valuable for any small business owner looking for a simple, comprehensive financial tracking system.
Each of the 12 monthly budget sheets automatically calculates your:
Daily, weekly, monthly, and annual revenue
Daily, weekly, monthly, and annual expenses
Estimated taxes owed
Profit and net income
As you enter your information throughout the year, the tool automatically creates a Year-to-Date (YTD) dashboard, providing an at-a-glance overview of your total revenue, expenses, profits, and estimated taxes owed. Mileage tracking is also included, making it easier to document deductible business travel for tax purposes.
One of the biggest challenges for small business owners is understanding where their money is actually going. Subscription fees, one-time purchases, irregular expenses, and fluctuating income can quietly add up, making it difficult to identify spending patterns or accurately prepare for taxes. This tool eliminates that uncertainty by organizing your financial data in one place and revealing trends over time, helping you make more informed business decisions with confidence.
Because every business is different, your purchase includes personalized support, not just a spreadsheet.
Included with your purchase:
An initial 1:1 consultation to customize the spreadsheet for your business
One complimentary follow-up session for revisions, adjustments, or assistance after you've begun using it
On-demand customer service (allow 24 hour response time on account of time zone differences)
Ongoing support and additional customization available as needed for an additional fee.
An additional perk is being able to use this year after year, alleving ambiguity and keeping you organized throughout the lifespan of your business.
Whether you're an experienced or emerging entrepreneur, this budgeting system provides the clarity, organization, and insights you need to stay in control of your finances all year long.
Invest in a financial tool that's built around your business, not the other way around.
Make the Investment!
How to Get Started:
Complete this form to express interest
Complete this form to share your availability for initial consultation
The Braided Strategist will reach out via email or WhatsApp (preferred)
to schedule your first appointment
to discuss payment methods