Simple tools to help you feel more in control of your business money.
Created for small business owners who want an easier way to organize income, expenses, bills, taxes, and monthly bookkeeping.
Booked & Balanced Small Business Money Kit
A 9-page printable money organization kit designed to help you track what matters and build stronger financial habits in your business.
Inside the kit
- Monthly Income Tracker
- Expense Tracker
- Monthly Bookkeeping Checklist
- Tax Savings Tracker
- Business Bill Calendar
- Profit Snapshot Worksheet
- What to Give Your Bookkeeper checklist
Pay securely by debit/credit card or Apple Pay when available on your device.
Plan. Track. Grow.
Use the pages digitally or print fresh copies as often as you need for your own business.
Know your numbers
Track income, spending, and profit in one organized system.
Stay ahead of bills
Keep recurring expenses and due dates visible before they sneak up on you.
Prepare for taxes
Build the habit of setting aside tax money as income comes in.
Keep bookkeeping clean
Use the monthly checklist to stay organized throughout the year.
Need more than a template?
Booked & Balanced also offers bookkeeping, cleanup, QuickBooks setup, and financial organization services.