Monthly profit & loss tracking, graphic reports, suggested estimated tax calculations, tax tips, mileage tracking, and goal setting.

Yes!! The beauty of this template is you can make another copy for the following year and continue tracking your income and expenses each year!

No! With your initial purchase, I will send any new updates and additions that come in the future without having to pay again!

Yes! I offer a Numbers Check In service that is great for asking questions and seeking clarity in your template!

*I am not a CPA, I will only provide guidance and not legal advice*

Ideal for home owners with rental properties who manage it themselves and need a resource to keep everything in 1 easy to read location. Plus easier to hand over to your CPA come tax time

The rental bundle includes a short term and long term template. The short term is created for Airbnb style properties that you manage yourself to keep track of expenses and income on a monthly basis. The long term property template is for those who manage a long term rental and keeps track of income and expenses on a yearly basis. The long term template includes 3 rental properties in 1 document.

For small business owners just starting and overwhelmed by all of the options of what to do next. We dive into the importance of bookkeeping and setting up systems.