Bookkeeping

Toolkit

Bookkeeping Made Simple

Ready to start feeling CONFIDENT in your business finances, but not ready to get on accounting software?

You need this toolkit! This toolkit gives you the ability to do your own bookkeeping without the hassle of an accounting software.

Is this for me?

Ready to start tracking your

business transactions?

Need a way to track your business

transactions, but not ready to invest

to a bookkeeper?

Know you can DIY your

bookkeeping, but not sure where

to start or how to do it?

Answer yes to any of the above?

You need this template!

“I love being able to have an overview of my year right away. It helps me see what I am spending the most in and what I need to invest more in. It also helps me overview my services and see which ones I should focus more on and which ones I should cut.”

ANASTASIA - IG EXPERT & VIRTUAL ASSISTANT

What's inside the

toolkit?

Profit and Loss via yearly

overview

Built-in calculations for net profit

tracking

Visual graphs of net profit,

expenses, revenue sources, etc.

Recommended business quarterly

tax recommendations

“As someone who is a total data-geek, I'm OBSESSED with how it easy it was to plug-in-play with my numbers into the template and then have the formulas auto-calculated AND turned into fancy charts?! Absolutely love that! If doing your numbers overwhelms you and you're not at a point where you can outsource, I strongly recommend using this!”

AIREANNA - EMAIL MARKETING SPECIALIST

How will I access it and keep up with my numbers?

The bookkeeping Toolkit is accessible via Google

Sheets that includes the below tabs:

- Instructions & Disclaimers

- Profit and Loss Statements

- Balance Sheets

- Owner's Funds

- Income & Expense tracking by month

- Financial Charts & Graphs

Jamie Pridmore

OWNER AND BOOKKEEPER

Whether it is for my family or my clients, I am always in Excel working on budgets because they tell us the story of that person, family or business. They tell us what you have (revenue) and where you are going with it (expenses) and each budget needs a story teller i.e. bookkeeper. For personal and family budgets its easier to not need a bookkeeper, but for businesses it is essential, to keep everything separated and ensure you, the business owner, understands your numbers.