Finances
Are your small business financial operations set up for long-term success?
Your small business finances don’t have to be overwhelming.
Navigating Your Small Business Finances is your guide to setting up solid financial operations, interpreting reports, and driving strategic growth. Take the first step toward long-term success—order your copy today!
Digital Downloads
Simple solutions. Customizable and ready to adapt to your unique business needs.
Streamline your employee expense and reimbursement processes with this comprehensive guide and customizable templates. Perfect for small businesses, this digital product equips you with tools to manage employee spending efficiently and maintain accurate financial records.
What’s Included:
Customizable Employee Expense and Reimbursement Policy (Google Doc Template): Establish clear spending and reimbursement guidelines.
Expense Report Template (Google Sheet Template): Track employee expenses with ease and ensure transparency.
Implementation Guide:
Policy Creation: Set clear expectations and accountability for employee spending.
Expense Reporting: Implement a streamlined process for submitting and reviewing reports.
Payment Methods: Compare reimbursement vs. company credit cards to choose the best fit for your business.
Receipt Submission: Recommendations to simplify receipt tracking and reduce administrative burdens.
Features:
Fully customizable templates tailored to your business needs.
Beginner-friendly tools to simplify employee expense management.
Guidance on ensuring accurate bookkeeping and tax compliance.
Requirements:
A device to access Google Sheets and Google Docs (PC, Mac, phone, or tablet).
A free Google account (link provided if needed).
How It Works:
After purchase, receive a PDF with your guide and links to templates. Click to access and start using immediately.
Take control of your employee expense processes with the Employee Expense Management Guide—a must-have for growing businesses!
Take control of your small business finances with this essential toolkit! Designed for business owners, this beginner-friendly package provides everything you need to establish and manage your financial operations with ease.
What’s Included:
Profit & Loss Dashboard: Track income and expenses with monthly and annual comparison dashboards. Set profit goals and monitor progress effortlessly.
Balance Sheet Template: Gain a clear snapshot of your business's assets, liabilities, and equity.
Cash Flow Template: Visualize your cash inflow and outflow to ensure financial stability.
Features:
Automatic Calculations: Spend less time on number-crunching.
Beginner-Friendly: Simple interface for easy navigation and customization.
Visual Insights: Charts and tables for a quick understanding of your financial data.
Fully Customizable:
Each template is a Google Sheet, ready to adapt to your unique business needs.
Requirements:
A device with access to Google Sheets (PC, Mac, phone, or tablet).
A free Google account (signup link included with purchase if needed).
How It Works:
After purchase, you’ll receive a PDF with a link to access your templates. Open the link, and your Financial Starter Kit will be ready to use.
Streamline your financial management today—build a strong foundation for your business’s success!
Streamline your inventory management for small business success with this comprehensive system designed to help you stay organized and in control. Perfect for small business owners, this tool simplifies the complexities of inventory tracking and valuation, saving you time and effort.
What’s Included:
Inventory Tracking Dashboard: A fully customizable Google Sheet template to help you monitor stock levels, identify trends, and track inventory movements with ease.
Valuation Method Comparison: A detailed breakdown of popular inventory valuation methods, helping you choose the best fit for your business.
Inventory Cycle and Bookkeeping Guide: A step-by-step guide to managing your inventory cycle, maintaining accurate records, and aligning with accounting best practices.
Requirements:
A device to access Google Sheets (PC, Mac, phone, or tablet).
A free Google account. If you don’t have one, you’ll receive a link to create an account with your purchase.
How It Works:
After purchase, you’ll receive a PDF file containing the Valuation Method Comparison and Inventory Cycle and Bookkeeping Guide, a link will be included for your Inventory Tracking Dashboard. Simply click the link provided, and your templates will open in a new tab—ready for immediate use.
Get started today and take control of your inventory with confidence!
Discover more financial tools to support your small business in our shop!
Efficient invoicing is essential for maintaining healthy cash flow and ensuring timely payments. The Small Business Invoicing Toolkit provides all the tools you need to streamline your billing process, reduce overdue payments, and improve client communication.
What’s Included:
Invoicing Process Guide – Step-by-step instructions for creating, sending, and tracking invoices.
Professional Invoice Template – A customizable template for quick and polished invoicing.
A/R (Accounts Receivable) Tracking Sheet – A spreadsheet to monitor invoices, due dates, and follow-ups.
Payment Terms Reference Guide – Clear explanations of payment terms and late fee policies.
Client Communication Templates – Pre-written email templates for every stage of the invoicing process.
Perfect for freelancers, small business owners, and entrepreneurs, this toolkit simplifies invoicing, improves organization, and helps you get paid on time.
Requirements:
A device to access Google Sheets (PC, Mac, phone, or tablet).
A free Google account. If you don’t have one, you’ll receive a link to create an account with your purchase.
How It Works:
After purchase, you’ll receive a PDF with access links to your Invoicing Toolkit. Simply click the link, open your templates, and start invoicing!
Work with us one-on-one to establish and streamline your financial operations.
Bookkeeping & Accounting Assessment—a detailed review of the current processes and financial records. Below is a comprehensive list of what is included:
Review of Current Accounting System:
Chart of Accounts Setup: Evaluate structure, clarity, and whether it aligns with business operations and reporting needs.
Volume of Transactions: Analyze the number of transactions processed and the system’s efficiency in handling them.
Profit and Loss Statement: Assess accuracy, categorization, and overall presentation of income and expenses.
Balance Sheet: Review accuracy and alignment with financial reporting standards, ensuring all accounts are properly reconciled.
Cash Flow Statement: Examine cash inflow and outflow trends, accuracy, and completeness.
Account Reconciliations: Verify that reconciliations for bank accounts, credit cards, and other accounts are up-to-date and accurate.
Deliverables:
Comprehensive Written Report:
Assessment of the current bookkeeping/accounting status.
Identification of strengths and weaknesses in processes and records.
Highlighting specific concerns or areas needing improvement.
Recommendations for optimization or corrections.
Suggestions for training, automation, or external support if needed.
Financial Health Snapshot:
Summarized key financial metrics derived from the review.
Insights into profitability, cash flow stability, and overall financial position.
Meeting:
1-hour review of the above-written deliverables and opportunity for questions and answers.
This thorough assessment will provide a clear picture of your business's bookkeeping and accounting health, empowering you to make informed decisions and maintain accurate financial records.
Includes an initial 30-minute in-take session to discuss your business model, current processes, and areas of concern.
You will need to provide:
Access to your bookkeeping software
Access to all relevant financial statements
This thorough assessment will provide a clear picture of your business's bookkeeping and accounting health, empowering you to make informed decisions and maintain accurate financial records.
Gain Expert Guidance with Executive Coach Amanda Painter!
One-Hour Strategy Consultation: This package offers you a one-hour strategy consultation with Executive Coach Amanda Painter, providing expert guidance and answers to your small business finance questions. Whether you need assistance with implementing bookkeeping systems or strategies to increase profitability, Amanda is here to help.
Determine Your Needs: Amanda's expertise in small business finance extends to various areas, including establishing bookkeeping processes, financial analysis, budgeting, cash flow management, financial reporting, and strategies to enhance profitability. She can help you understand and analyze your financial data, identify areas for improvement, and provide strategic recommendations tailored to your business.
Personalized Guidance: Amanda will personalize her guidance to meet your specific needs and concerns. Whether you require assistance with understanding financial reports, optimizing your budget, or implementing strategies to boost profitability, she will provide valuable insights and strategies relevant to your business.
Improve Financial Performance: By consulting with Amanda, you'll gain a deeper understanding of your small business's financial health and how to improve its performance. With her expertise and guidance, you can make informed financial decisions, optimize your resources, and increase your business's profitability.
Take advantage of this Finance Consultation for Small Businesses package and leverage Amanda Painter's extensive knowledge in small business finance. Gain valuable insights, strategies, and a comprehensive understanding of your financial data to drive the success of your business.
(Note: This package includes a one-hour strategy consultation with Executive Coach Amanda Painter, focusing on small business finance questions, financial reports, and strategies to increase profitability.)
Take advantage of this Finance Consultation for Small Businesses package. Gain valuable insights, strategies, and a comprehensive understanding of your financial data to drive the success of your business.
Build a solid foundation with this FREE resource.
Tools designed to assist small business owners in establishing financial operations. Download today!
