TOOLS THAT MOVE YOUR BUSINESS FORWARD

Get the Tool to Simplify your Financial Management

Are you a Small Business Owner looking for a simple and effective way to keep track of your finances? With our Small Business Bookkeeping Profit and Loss Tracker, you’ll have everything you need in one organized place to track expenses, income, and profits effortlessly. Our Small Business Profit and Loss Bookkeeping Tracker is here to empower you to take control of your business’s finances.

CONVENIENCE

Financial management tools provide centralized access and simplify financial management tasks, enhancing overall efficiency and organization.

EFFICIENCY

Financial management tools help automate tasks such as budgeting, expense tracking, and bill payments, reducing the need for manual data entry and streamlining financial processes.

PEACE OF MIND

Financial management tools help users stay organized and informed about their financial status, enabling them to make confident decisions and plan for the future with greater certainty. 

Inside the Small Business Bookkeeping Profit and Loss Tracker:

✅ User-friendly bookkeeping tracker in Google Sheets
✅ Easy expense tracking
✅ Income recording made simple
✅ Automated calculations
✅ Clear visual graphs
✅ Tax season made stress-free
✅ Customizable to your business needs

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THE BENEFITS

With organized finances, you can be more proactive in other areas of your business.

Timing

Save time and reduce tax season stress

Focus

Stay on top of your cash flow

Practical

Make informed financial decisions

Economize

Maximize tax deductions

Here's how our tracker can help:

✅ Track income and expenses effortlessly
✅ Stay organized with customizable categories
✅ Generate insightful graphs
✅ Access your data securely from anywhere
✅ Save time and focus on growing your business

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FREQUENTLY ASKED QUESTIONS

How do I know if this tool is a good fit for my business?

We offer customized packages for handling all of your bookkeeping needs. This tool can be used by any business owner.

However, BFS highly recommends this tool for business owners who fit the following criteria:

  • $5,000 or less gross revenue per month or $60,000 or less gross revenue per year
  • 25 or fewer bank transactions per month
  • No payroll transactions (excluding owner’s draw)
  • Minimum inventory tracking (fits best with service providers)

Is customer service or support offered with this tool?

This is truly a ‘Do-It-Yourself’ tool, including the implementation and download of the product. This is a one-time purchase where BFS does not provide
consulting services related to the tool.  Please be sure to utilize the instructions worksheet for guidance.

What if I still need assistance after reviewing the instructions?

Once you have downloaded the tool and reviewed the online instructions, please feel free to send an email to baldwinfinancial4@gmail.com with a screenshot of your error. BFS will set up a video meeting using Zoom or Microsoft Teams. BFS charges $50 per hour or $25 per half-hour to assist. You will be billed based on the screenshot and estimated resolution time. An invoice will be sent via email. The invoice must be settled before BFS schedules the meeting. A basic understanding of Microsoft Excel is needed to navigate this tool. BFS does not offer Microsoft Training as a part of customer support.

Do I need to be technically savvy to operate Google Sheets?

No, but you will need a general basic knowledge of Microsoft Excel to operate this tool.

How do I know if I should use this tool or hire a bookkeeper?

Here are some SIGNS YOU’RE READY FOR A BOOKKEEPER…

✘ Manually entering and categorizing transactions for your books is starting to take up too much of your time.

✘ You need complex financial statements such as a Balance Sheet or Cash Flow Statement

✘ You’ve just experienced a hectic tax season and realize you need to be better organized for next year

✘ You need a more secure way to maintain your business records

✘ You have bookkeeping questions that can’t be answered by searching online

✘ You have payroll service needs or file taxes as a Scorp entity

coming later this year . . .

The BFS Business & Financial Planner

Whether you're launching a new business, getting funding, or developing a business strategy — the Business & Financial Plan template will help you achieve those goals! This isn't just a template; it's your secret weapon to navigate the world of entrepreneurship with confidence and ease.

This Professional Template Includes:

📌 58 editable business plan pages
📌 Executive Summary
📌 Page to outline your Product & Services
📌 Marketing Analysis & Strategy
📌 Competitor Analysis Templates including SWOT Analysis
📌 Highlight your Operational Plan
📌 Break down your business Finances and projections
📌 Your future roadmap for business success

Plus all the great features:

✅ Available to edit in Canva (A Canva Pro is not required)
✅ Edit on your laptop/tablet or on your phone directly!
✅ Tailor it to your business’s unique needs and reuse it as you evolve.