You know those hefty and mundane spreadsheets your CPA uncle used to talk about? Yea, the ones that made you cringe and want to run the other way. No more…
Introducing the Marketplace!
Easy, efficient and aesthetic financial spreadsheets that will boost your money confidence.
$127
DIY BOOKKEEPING TEMPLATE
Modern DIY Bookkeeping for Solopreneurs
$47
BUSINESS BUDGET TEMPLATE
Know your Numbers, PLAN for your Future
$47
PERSONAL BUDGET TEMPLATE
Control of your money, one step at a time
"THANK YOU for making this template. I felt so incredibly lost with the financial side of my photography business and this really helps me see everything I’m putting in and taking out and my growth so plainly!"
-Heather
The No Stress Money Manager
Modern DIY Bookkeeping for Solopreneurs
Go from procrastination to profit with this easy-to-use smart template designed for busy online business owners.
Created by a bookkeeper (me!) to give entrepreneurs like you everything you need and nothing you don’t to DIY your books.
Now you can spend time on the creative side of your business instead of endlessly tinkering with spreadsheets that don’t show you the big picture or wasting hours wading through complicated accounting software.
THE NO STRESS MONEY MANAGER
Visual Graphic Reporting
Everything’s easier when you can see it, right? Automated graphs make it easy to see your business’s numbers holistically.
Self-Calculated Profit + Loss
You’ll never have to guess how much is coming in or going out. See your profit and loss set up simply. (Oh, and there’s no math required!)
Goal Tracker + Tax Savings
A self-calculating tax reminder makes it easy to save for taxes.Select the percentage you want to save and the rest is done for you.
NO-STRESS MONEY MANAGER
$127
Get off Google and get back to doing what you love
(& what makes you money).
Here's what's included with the Google Sheets template:
Self-calculated profit + loss
Visual reporting
Goal tracker
Suggested tax savings
Customizable chart of accounts
Walk through videos
NEW: Mileage Tracker
Additional FREE Resources!
THE NO STRESS MONEY MANAGER
THE NO STRESS MONEY MANAGER
Business Budget Template
Know your Numbers, PLAN for your Future
Are you winging it with your finances, just hoping that you’ll have enough to pay yourself AND keep your business running?
With this budget template, you’ll go from winging it to WORKING it. It has everything you need to have a plan for the future instead of just basing your decisions off of your bank account balance.
Now you can see for yourself if you can afford that coaching package or re-brand you’ve been eyeing. You’ll have the fundamental information you need to make informed decisions in your business. No more wondering, no more guessing.
P.S. This pairs well with the DIY Money Manager. Bundle to save.
THE BUSINESS BUDGET TEMPLATE
Year At A Glance Budget
No more laying in bed at night wondering what next year is going to bring for your business. Instead you’ll have a projection/plan for the entire year right at your fingertips.
Monthly Budget vs. Actual Reports
See your auto-populated budget, and simply enter what you actually made and spent. Automated Graphs make it even easier to see how your finances are doing.
Year In Review Graphs
At the end of the year, you’ll have game-changing graphs to see the year in review to allow you to plan like a CFO year over year!
THE BUSINESS BUDGET TEMPLATE
$47
Move away from guesswork and actually have a plan. A strong cash flow is the key to a healthy business and that starts with projections and budgeting!
Here's what's included with the Google Sheets template:
Year At A Glance budget
Visual reporting
Monthly budget vs actual table and graphs
Walk through videos
Additional FREE Resources!
THE BUSINESS BUDGET TEMPLATE
THE BUSINESS BUDGET TEMPLATE
The Personal Budget Template
Control of your money, one step at a time
We all know we have to have our business finances up to date, but what about our personal money management? Let’s face it, we need to tell our money what to do, not the other way around.
Maybe you have tried time over time again to put a personal budget together but every method you’ve tried just isn’t working?! I get it. Not knowing how and where to start… the complicated and confusing apps…
Look no further! This simple, elegant and easy-to-use personal budget spreadsheet has all you need and it comes with visuals to understand exactly where you are at on your financial goals.
With prefilled (and editable) categories, auto-filling budget to actual goal metrics and expense breakdowns, you’ll have a crystal clear view of exactly what your money is doing!
p.s. Not a business owner, no worries, this is for you too!
THE PERSONAL BUDGET TEMPLATE
Yearly Personal Budget
Have a trip planned for next April?
No worries, plug it in.
Create a plan so you can fully be present.
One full year breakdown of all your goals!
Monthly Transaction Organization
Enter your income and your expenses and everything else does its work automatically. See your budget vs. actual reports to help you stay on track.
Yearly Overview
Visually see how your income compares month over month while also seeing your yearly expenses broken down in one simple tab.
THE PERSONAL BUDGET TEMPLATE
$47
Create a plan and adjust when needed so you can live that extraordinary life you are dreaming of!
Here's what's included with the Google Sheets template:
Yearly personal budget outline
Visual reporting
Monthly budget vs actual table and graphs
Expense group classification
Annual recap
Walk through videos
Additional FREE Resources!
THE PERSONAL BUDGET TEMPLATE
THE PERSONAL BUDGET TEMPLATE
Monthly Bookkeeping Checklist
Simplify your monthly bookkeeping process
Monthly Bookkeeping Checklist template, designed to simplify your bookkeeping tasks and ensure you stay on top of your finances.
Let’s be honest, you and I both know that being organized and up-to-date with your bookkeeping is essential to any successful business to grow, but so often this is the first thing that gets pushed aside, especially for you creatives out there.
Our Monthly Bookkeeping Checklist templates are a great tool to help you streamline your bookkeeping processes, save your precious time, and reduce the stress associated with managing your financial data.
MONTHLY BOOKKEEPING CHECKLIST
THE MONTHLY BOOKKEEPING CHECKLIST
$7
Simplify your bookkeeping tasks and ensure you stay on top of your finances.
This checklist includes detailed tasks that need completed each month in your bookkeeping process. You’ll get the list in all 3 formats:
ClickUp (my favorite)
Trello
PDF
Instructional Loom videos are included, walking you through what each task is and why it needs done.
Simplify your bookkeeping process today and experience the peace of mind that comes with well-organized and accurate financial data!
MONTHLY BOOKKEEPING CHECKLIST
MONTHLY BOOKKEEPING CHECKLIST