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Running a business means wearing a lot of hats; keeping track of your finances shouldn't be a factor that slows you down, stresses you out, or takes precious time away from what you do best. 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 serving your clients and growing your business.
The Budget Tracking tool was created with service-based entrepreneurs in mind (ie. yoga instructors, massage therapists, estheticians, coaches, 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 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
Ongoing support and additional customization available as needed for an additional fee
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.
Running a business means wearing a lot of hats; keeping track of your finances shouldn't be a factor that slows you down, stresses you out, or takes precious time away from what you do best. 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 serving your clients and growing your business.
The Budget Tracking tool was created with service-based entrepreneurs in mind (ie. yoga instructors, massage therapists, estheticians, coaches, 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 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
Ongoing support and additional customization available as needed for an additional fee
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.