

WHO IT'S FOR
U.S.-based sole proprietors and single-owner LLCs
coaches, consultants, designers, automation specialists, photographers, and small agencies
spreadsheet users who want a more organized system
business owners who want to track income, expenses, owner pay, and profit
anyone not ready for full-service monthly bookkeeping yet
WHO IT'S NOT FOR
S corporations, partnerships, or multi-owner businesses
product-based or inventory-heavy businesses
businesses needing payroll, sales tax, A/P, or A/R management
anyone looking for individualized bookkeeping or tax advice
businesses that have outgrown DIY tracking and need ongoing professional bookkeeping
your total income
your business expenses
payment processing fees
owner pay / personal transactions
your monthly profit
your annual profit
your profit margin
suggested tax savings
progress toward your profit goal


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