If you’re new to running your business books and have thought to yourself “where do I even start?”, then The Bookkeeping Buddy is for you. Track your sales, your spending and your profits in one place with my step-by-step guide and spreadsheet. You might even have fun!
This template shows you exactly how you’re making or losing money in a way that's easy to do and easy to understand. You'll know what to do, how to do it and when. Not to mention, it’s pretty to look at and presents your data in multiple formats (charts, graphs, lists)... since we all like to see data differently.
I start with a video walkthrough of the spreadsheet template so you get a basic understanding of how to apply this spreadsheet to your business. Video not your thing? You also receive a bookkeeping guide and instructions.
Where the magic happens. Following the step-by-step instructions, you'll input your business information and goals for the year. Then each month, you'll enter your expenses and your sales, which will produce an easy-to-read Profit & Loss Statement that you'll feel confident in. (Excel and Google Sheets Versions available!)
The symphony ends with the beautiful performance dashboard, inclusive of graphs and charts, to let you know how you're doing against your goals. It also points out which product/service is bringing in the most money and where you spend the most.
I'm obsessed with spreadsheets, numbers and keeping things tidy.
My love affair with finances started years ago when I joined an accounting team at a major construction firm. Then one day I became a mom and my world became (somewhat) organized chaos. I got lost in motherhood. So I started Numbers by Jen as my little slice of ‘me time’. Then, almost by accident, it grew and so did the chaos.
I created The Bookkeeping Buddy for the busy entrepreneur who needs a little bit of organization in their chaos. Empower your business with the knowledge it craves to get your books organized!
Follow along as I share bookkeeping tips, tricks and reminders - straight to your inbox each month. Pop your information into the form and you'll hear from me soon👉