My business income excel system is NOW available for other like-minded, creative entrepreneurs, looking to stay organized, gain much precious time AND receive accountability throughout this simple "fill as you go" process!


With a super SIMPLE, super FAST system, you can now keep ALL Business Income, Deductions, and everything in between organized and automated with a few quick data entries- a true FILL and GO process - one that even your bookkeeper and accountant will thank you for, even if it is your spouse, friend, or family member!


Save your energy and remain headache- free while liberating your time and momentum to focus on what truly matters- CONNECTING with others rather than sorting through piles of paper, notepad in hand, and/or staring at a screen for hours prepping!


The "Fill and Go" process  allows you to enjoy life while my system does all of the complicated, time-consuming "work" of sifting, organizing, tracking, and linking the correct amounts of income, deductions, inventory, services, expenses and overall totals from your sources of income so that you are fully Tax ready, whether you are filing your own or handing a copy of the "Totals" page over to an accountant!


This intelligent income report system only works with Microsoft Excel, can be purchased once and used for the lifetime of your business!


Included are the following (6) "Smart" pages: Business Info pg, Income Tracker pg, Expenses pg, Quarterly Tax pg, Donations pg, and tax-ready Totals pg with the option to add additional customized "Classic"/"Smart" pgs, as well as a (1) Live 1:1 Clarity Call to help navigate your new system!


"Smart" pages are individual spreadsheet pages with advanced formulas, filters, prompts, validations and protections that calculate specific data to accurately track and filter pertinent information and categories such as overall totals of income, mileage, inventory, services, expenses, and so on.


Additional fees:
$147 fee per additional 1:1 Live Clarity Call desired. Unlimited Clarity Calls are available for purchase if additional support is desired.

Biz Finance Tracker

  • Must fill out and e-sign Terms of Use before receiving download for your personalized Business Income Tracker

    Terms of Use Agreement will be emailed with purchase.

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