Free Resources for Small Business Owners
Owning your own business is hard…
Download My Free Bookkeeping Template
If you're not ready for QuickBooks yet, this Excel/Google Sheets template is a great place to start. Track your income and expenses, categorize your transactions, and keep a running total of your profits — no software needed.
These resources are here to support you as you navigate the financial side of running your business
Stay organized with this monthly checklist designed for small business owners.
It walks you through everything you should be doing each month — from categorizing expenses to reviewing your profit & loss. Whether you're using Excel or QuickBooks, this list will help you stay on top of your books and feel more confident about your finances.
Watch My Favorite Bookkeeping Tutorials
Not sure how to reconcile your accounts or read a P&L? These beginner-friendly videos walk you through the basics, one step at a time. I didn’t create them — I just know they’re good.
Track your invoices with ease using this simple Excel template.
Log issued invoices, payment status, due dates, and client info all in one place. Perfect for freelancers and small business owners who want to stay on top of cash flow without complicated software.
