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Ready to take the financial side of your business seriously?

You could know exactly how much you're making, be prepared for taxes, and tackle your finances without the inevitable freakout.

It's time to streamline your financial systems.

The Profit Planner is a comprehensive bookkeeping template designed specifically for small business owners who want an easy way to track their income and expenses. Available in both Google Sheets and Excel, this plug-and-play template allows you to effortlessly input your transactions and get a clear picture of your profit on a monthly and annual basis.

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Is this really what YOU need?

The Profit Planner was created for entrepreneurs who know they need to be keeping tack of their income and expenses but have no idea how to do it or where to start.
This is perfect for you if...

You're business is growing and you're starting to feel out of control. You know you need a handle on things before it gets any bigger.

You get to the end of each month and wonder where all your money went. You know you're bringing in money but have no idea where it's going.

You're an intelligent person with a ton of creative power but have never quite figured out how to have healthy financial habits. You know you could do it if you had a plan to follow.

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What if managing your money didn't stress you out?

With this template, you'll be able to track your business income and expenses simply.

  • Simple and Intuitive: Just plug in your transactions and let the Profit Planner do the rest. No need for complicated accounting software.

  • Visual Learner Friendly: Packed with beautiful, easy-to-understand graphs that help you see your business’s financial health at a glance.

  • Customizable: Tailor the template to suit your business’s unique needs, or use it as is. The step-by-step instructions make customization a breeze.

  • Comprehensive Insights: Track your profit margin, top 20 income and expense categories, year-over-year comparisons, and more.

  • Stress-Free Tax Time: With everything neatly organized, you’ll be ready to tackle tax season without breaking a sweat.

And the best part? You could do it all yourself, without hiring a bookkeeper! No more "winging it" and hoping for the best.

The comprehensive all-in-one bookkeeping template for entrepreneurs. 

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Imagine being able to:

Make informed decisions based on accurate financial data.

Easily identify areas where you can cut costs or increase revenue.

Have a clear understanding of your business’s financial health at all times.

Prepare for tax season with confidence and ease.

You get it all:

A step-by-step plan for managing your finances without taking too much time away from actually running your business.

Clear, actionable instructions for DIYing your bookkeeping, maximizing your deductions, and managing your business money.

A workbook, templates, video lessons, and bonuses all aimed at teaching in an approachable way! No more money-related stress!

And did I mention you get lifetime access? No matter how much your business grows, you'll have the resources to manage your finances like a pro.

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Ready to take control of your finances?

Get started with the Profit Planner today and transform the way you manage your business’s money. With minimal effort on your part, you can gain maximum insight into your financial performance.

Hey friend!

I'm Ashley, your new accountant/bff.

I help entrepreneurs take the guesswork out of keeping more money in their pocket — while showing them time-saving strategies for getting their books in order with just a few minutes a day. 


Whether you’re a self-described math pro or a smart-as-heck business owner who happens to find numbers scarier than the latest in-theaters horror movie, I have you covered on the confidence and clarity-building front. Let’s get your books in order and keep them in order, one money-saving tip at a time (so that you can spend less time stressing over a computer screen, and more time doing the things that make your heart *sing*). 

All business owners - whether you're ready to outsource your finances or not - deserve the tools and resources to manage their money without ripping their hair out.

That's why I offer everything from done-for-you accounting services to DIY tools (like this one!) for managing your business finances like a pro.


Whether you've got your sights set on millionaire status or just want to build a business that affords you the life you're dreaming of, I'm here to help you get there and enjoy the journey!

Frequently asked questions

Here are a few answers to our most common questions:


How does the template work?

This template includes step-by-step instructions for tackling your business finances. You'll open it weekly or monthly (your choice), plug in your transactions and the rest will auto-populate with the information you need to know!


My business is brand new. Can I still use these tools?

The sooner you start, the better! This template is for anyone who wants to take their business seriously without hiring a bookkeeper.


I'm really bad with numbers. Is this course right for me?

Of course! No one's born knowing how to manage their finances. (Most of us didn't even learn this stuff in high school...) This template is totally accessible to even the most math-averse business owners. Can't promise you won't become a number nerd like me, though!


I don't DIY my taxes. Is this course still right for me?

Yep! With this template, you'll have all of your income and expenses organized for taxes. Your tax prep expert will thank you!


Can I share this with my team/business partner/spouse?

Yes, absolutely! Anyone helping you with the back end of your business can totally use this template. Please note that this is not meant to share with other business owners. There is a one-course pass per business owner policy. 


How do I access the template?

After checkout, you will receive an email with instant access to the template so you can start using it today!


Are there refunds?

Due to the nature of digital products, there are no refunds. But after you see and use this template, you won't want to lose access!


Can't I figure all of this out on my own?

Yep! This template was created for those who understand the value of saving time and would like a plan to follow that is approachable and easy to understand. For a steal of a deal, you can skip all the guesswork and headaches of trying to figure it out on your own.

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