Helpful Resources

This page contains commonly requested information and resources. If you are a current client, please visit the current client resources page.


Download the Cash In-Flow Projections Workbook & the Profit and Loss Workbook for Excel (or Google Sheets). If you are wanting a clear way to view your numbers, these two workbooks will help you see your numbers in a simplified spreadsheet. The Cash In-Flow Projections workbook is designed for helping you track the projection of recurring income – such as contracts or payment plans for your clients. The Profit and Loss Workbook is designed to help you prepare and organize your finances if you do not have Quickbooks or bookkeeping software yet.

Ready for bookkeeping support in your business?

If you are ready for bookkeeping support in your business to help you reach your financial goals, you can schedule a discovery call below, or reach out through the contact page.