Get your business numbers organized today.

A free spreadsheet kit built for small business owners who want to track income, control expenses, and stay ready for tax season.

Free download

Solo Business Finance Starter Kit

Six connected tabs that track your income, expenses, profit, cash flow, and tax prep — all in one place. Works in Google Sheets or Excel.

Monthly income and expense tracker
Profit and loss summary
Cash flow view
Annual four-quarter summary
Year-round tax prep checklist
Instructions included throughout

Done! Check your inbox — the kit is on its way.

Need something more custom?

When the kit isn't quite enough

The starter kit is a solid foundation. When your business needs something built specifically around how it works, that's where a custom engagement makes sense.

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