The Monthly Money Tracker
Your go-to tool for understanding how much money your business is earning without paying for a monthly subscription.
Grab Yours Now for $47!
What's Included
Auto-generated Profit & Loss Statement
(by month & in total to tell you how profitable your business is)
Financial Dashboard
(with suggestions on how to allocate cash to help you manage your money)
Add-On Expense Trackers
(for your home office, mileage, etc. so you can save more $$$ at tax time)
Video Tutorial
(walking you through the spreadsheet and showing you what red flags to look out for)
WHY DO YOU NEED TO TRACK YOUR NUMBERS?
Well, for one, if you don't want to spend two days crying at tax time trying to pull all of this info together when filing your return, it's a good move.
But more importantly, it helps you:
Understand where to focus your time to generate more sales
Better manage cash flow
Know if you can afford to pay yourself more, hire out, etc.
We've done our fair share of bookkeeping clean ups, and when we put it all down on paper (paper - ha!), we've found things like:
- Duplicate revenue being booked (which means overestimating how good you're actually doing AND overpaying in taxes)
- Thousands of dollars in missed tax deductions
- Multiple subscriptions (for the same software) being paid for
- Missed "add-on" deductions
...and a whole lot more.
Seeing this information visually in black & white (well, it's actually much prettier than that, but I digress)...
...helps you better understand exactly how profitable your business is and what that means for $$$ in your pocket and freedom of your time.
Who Is This For?
If you're shaking your head "yes" to these 3 items, go ahead and click that little yellow button.
1. You have less than 3 bank accounts.
If you have a business bank account and maybe one credit card or business savings account, this is right up your alley. Have more than that? It's probably best to invest in online software.
2. You're on a budget.
And not scared of a little elbow grease. Those monthly QuickBooks fees can quickly add up, but with this tool, you'll make one payment and be able to use it year-after-year. Is it a little more upfront work? Yes. But is it also super simple with huge payoffs? Also yes.
3. You want to see if you can actually make a living from your business.
Listen, our businesses have expenses. And we need to save for taxes. But what does that leave you? This tracker not only shows you how much you can pay yourself, but it helps you manage that cash flow and save more money on taxes so that you CAN keep more of your hard-earned money in your pocket.
Sound like you?
Get the Tool Now for $47DON'T JUST TAKE OUR WORD FOR IT...
"This tool makes it easy to track expenses and eliminates the need to make a spreadsheet on your own. AND expense categories are listed so no guess work is involved.
Plus, the course provides red flags to look out for and what profit margins to aim for, which is really helpful!"
- Claire, Online Boutique Owner
"Before this tool, I was to the point of giving up because I didn't know what I was doing. Now, it helps me keep my company's money organized without doing twice the work. Plus, with the course, it was well-explained (step-by-step) and felt as if I was getting one-on-one instruction.
This helped tremendously and is totally worth the investment!"
- Gloria, Trucking & Logistics
Frequently Asked Questions
Do I need Excel to use this file?
What if I'm not "tech-savvy?"
Is this only for new small business owners?
Hey, I'm Britt
An Indianapolis-based CPA and the founder of Prosper Simply, an online business finance course catalog, and Knies & Co, a virtual CPA firm working with online entrepreneurs.
My mission is to make money more approachable for women. I passionately work to help female entrepreneurs get more out of their business (& life) through excellent money management & simple systems.
Inside this workshop, I’ll teach you how to get a simple money management system in place for your business that will allow you to start acting like a CFO and stop leaving money on the table. So go ahead and join us! I look forward to seeing you there.
Xoxo,
Brittney
