Resources
Wait, how do credits affect my equity? Is this an expense or a liability? Which way is up? Yeah, double entry bookkeeping is confusing! Keep this pretty sheet on hand to use fewer brain cells figuring out money jargon and get back to your actual job faster.
Debits & Credits Cheat Sheet
Debits & Credits
Cheat Sheet
Figuring out what to charge for your work is kinda loaded and very personal!
But the first thing you NEED is knowledge: about what pricing models exist, their pros and cons, and what it takes to set your perfect rate. And that’s exactly what you’ll get from this free guide!
How to Price Your Work
The James Worksheet
THE ESSENTIAL DIY BOOKKEEPING SHEET
You said you’d spend the afternoon editing client work, but when you look up from your business bank account, it’s already getting dark, you somehow know less about your finances than when you decided to “check a few things” 4 hours ago… and your head hurts.
The James Worksheet is designed to make sure that ^ never happens again. Perfect for any business owner who’s not quite ready for a bookkeeper or an app like QuickBooks, but wants an easy way to stay on top of their bookkeeping tasks and always have a big-picture view of their standings.
- Income & Expense Tracker
- Profit & Loss Report
- Sales Tax Tracking
- Budget & Goal Tracker
- Bank Balance Tracker
- Video Tutorial
- Easy-To-Understand, Visual Reporting
- BONUS: The DIYer’s Guide to Bookkeeping
The Shenandoah Worksheet
A HUB TO ACTUALLY MEET YOUR FINANCIAL GOALS
You’ve got the “DIY bookkeeping” thing figured out, but you’ve been eyeing some fancy new equipment and owe yourself a raise, and you’re not sure when you can do those things without a big risk to your business.
The Shenandoah is your simple, centralized hub to track your goals in real time – designed to keep you on target and tell you exactly when it’s time to make those big moves!
- Prior Year Review
- New Year Dashboard
- Annual Budget
- Savings Tracker
- Debt Paydown Tracker
- BONUS - Pricing Guide
Just starting your business and not sure how to start your bookkeeping? Here's a guide just for you! With information from basic bookkeeping terms to weekly, monthly, quarterly, AND annual checklists, you'll never miss a deadline!
The DIYer's Guide to Bookkeeping
The Mileage Tracker
a home for your business miles
Picture this: it's tax season, your accountant is asking for your business miles, and you have no idea what to tell them. You forgot to look at your odometer at the beginning of the year and have a few random trips logged in your phone's notes app, but it's all a jumble, so you just make something up (and probably missed out on a lot of savings!).
This tax season, you can come prepared! The Mileage Tracker is a super duper simple spreadsheet you can utilize to keep a record of all of your business trips, including the destination, purpose, odometer numbers, and overall miles driven. Don't feel unprepared at tax season ever again-grab the Mileage Tracker!
A business bank that’s also a money management tool! You can pay yourself and check your cash flow easily in one place… and stay organized with up to 20 separate accounts!
Financial & business tools I swear by
any.do
Okay, you know by now I’m a checklist girlie, and I seriously don’t think I could function without Any.do. If you’ve got a single type-A bone in your body, I highly recommend you give it a shot. See how much brain space your lists free up!
For those ready to move from a worksheet to accounting software, you can’t go wrong with QuickBooks Online Simple Start! (AVOID their Self-Employed edition, though – it’ll REALLY limit your growth!)
I work with a lot of service-based creatives, and I’m not kidding when I say Honeybook is a game changer for booking and managing clients. It’s packed with features but easy to use, and it connects seamlessly to QuickBooks!
CHASE INK UNLIMITED CARD
Does comparing business credit cards make you dizzy? Well, as a business owner and proud finance nerd, I can confirm this is one of the best. The cash rewards are top notch, and so is the customer service.
Gusto
Relay Financial
Hiring and need to add payroll? Don’t sweat it, just use Gusto. I think you’ll be shocked how easy it is to use and understand, and their great customer service is a HUGE bonus! Gusto can file W2s and 1099s on your behalf, too.
QuickBooks Online
