custom business tracker
done-WITH-you
simple income & expense tracker
automated reports
coming soon!
A DIY Google Sheet with professional support...
...this business tracker is a bookkeeping solution for business owners who have simple needs and don't need bookkeeping software. It's an affordable way to cut expenses by doing the entry yourself and having the support of a bookkeeper for a year.
"Why do I need this?"
simple entry screen
You will have one screen for entering your income and expenses. You'll need the transaction date, short description, and dollar amount.
curated categories
Categorizing transactions is a breeze when you use a curated list of categories specifically chose for your business, available in one convenient drop-down list.
auto updates & reports
With every entry you make, you'll have instant access to up-to-date information through the dashboard, reports, and summaries.
bookkeeper support
One year of support includes questions and answers, monthly accountability, technical updates, and a year end summary for taxes.
how it works
When you purchase the custom business tracker you will receive an email with a link to a questionnaire. This information is what I use to customize the spreadsheet to fit your business needs.
Once I receive your questionnaire I get to work. When the customization is done, I'll send you an email with an invitation to schedule your onboarding session.
At the onboarding session, I will give you the link to your spreadsheet, review how to use it, and answer any questions you have.
what you get
the spreadsheet
One Google Sheet customized with your business name logo, and primary color in a shared drive on my Google Drive.
A curated list of categories in an easy to use dropdown list based on the needs of you and your business.
One easy date entry screen to log your income and expense transactions.
A dashboard providing monthly and year-to-date information.
Monthly and year-to-date income and expense summaries and profit and loss statements.
one year support plan
The tracker includes one year of support. The year begins at our onboarding call. The support plan includes:
Technical maintenance, updates, and assistance for the spreadsheet.
Monthly check-ins
Questions reviewed and answered weekly
Quarterly reviews
Training and support resources
Automatic updates to the dashboard, summaries, and reports
When your support plan ends you have the option to renew for another year. You will receive a reminder with plenty of time to make a decision.
pricing
Custom Business Tracker
Pay in Full: $1,900
or
$300 then $149/mo for 11 months
One Year Support Plan Renewal
Pay in Full: $1,400
or
$120/mo for 12 months
20+ years in the corporate & small business worlds
Anyone who's had a significant head injury knows that it takes a lot of time to recover. I was incredibly fortunate that it wasn't worse. As I recovered, I tapped into my 30+ years of experience in the corporate and small business worlds to change my “living and working in chaos” ways and embrace simplification, organization, automation, planning, and doing one thing at a time.
I provide female coaches and service providers with business strategy and consulting services that focus on operations - back-office, finance, and support services. I work to understand their current situation and business goals and go from where they are to where they want to be.
FAQs
How much time do I need to spend updating the spreadsheet?
That's up to you! You can update it whenever you want, but I recommend setting aside time weekly or every two weeks. That way you can stay on top of things and not feel the pressure of being behind. How long it takes depends on how many entries you need to make.
Each month we will meet to help keep you on track.
Can I just upload my bank statements?
If you can download them as a CSV file, I can show you how to copy the information over the the tracker.
Can I get monthly payments?
Yes! You can choose between pay in full or a payment plan.
What happens if I mess it up?
Things happen, and that's ok! I will help you unscramble it and get you back on track.
grab your custom business tracker today!
custom business tracker
pay in full: $1,900
or
$300 then $149/mo for 11 months
one year suppor plan renewal
pay in full: $1400
or
$120/mo for 12 months
socialize
©copyright 2024 | penny wallace llc | all rights reserved |privacy policy
©copyright 2024 | penny wallace llc | all rights reserved | privacy policy