$50.00 USD

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Financial Fundamentals Bundle

Are you interested in moving away from your shoebox accounting system but aren't quite ready for a complete accounting system yet? Or, are you looking to step up your financial management game and have the tools to help you get and stay on track?

With our Financial Fundamentals bundle, you'll gain immediate access to our interactive -

  • Profit & Loss and Balance Sheet Template that will allow you to enter YOUR financial information on a month-to-month basis, allowing you to quickly and easily track and view your sales, expenses, profit or loss and much more - all in one place!
  • Operating Expenses Calculator for a deeper dive into where your money's going and visualize options for cutting expenses.
  • Monthly Financial Reconciliation Checklist to help you know what steps to take each and every month and be able to track your progress!

Disclaimer: This is not to be considered tax or legal advice. We recommend consulting with your bookkeeper or CPA to discuss any specific questions or concerns for your business.

What People Are Saying:

Maintaining the books and the cash flow was something that I thought I could do and I spent my Saturdays and Sundays and my free time doing it. And since we’ve started working with Leandra, she’s lifted so much anxiety. The time and the money that Leandra has saved us really is priceless. And it allows us to focus on growing the business and the revenue piece, which is what we really need to do, every day.

Karen Thrun, Business Owner