Meet the DIY Bookkeeping Template
It's time to DIY your books with confidence
A simple, sleek DIY Bookkeeping Template for the business owner who isn't ready to hire a bookkeeper... yet.
Get it now →
Bookkeeping doesn't have to be painful
You set out to be a successful entrepreneur in your chosen field - not an accountant. You're not ready to outsource your bookkeeping so what are your options?
You may think starting with a bookkeeping software is the way to go. But learning complex accounting software is daunting. And honestly, it's easy to make a big mess very quickly.
You might consider ignoring your books completely. But doing so can be detrimental to your business growth and your mental health. Knowing your numbers is one of the most important parts of running a business.
DIY-ing your books might just makes sense for you at this stage of your business. But struggling with bookkeeping software and ignoring the problem entirely are not your only options.
Things are about to change!
It's time to stop winging your books
I created the DIY Bookkeeping Template to help modern business owners like you do their books with confidence and finally stop losing sleep over their finances.
Clarity + confidence in your profits
When you know your profits, you’re able to make informed decisions to grow your business further.
Keeping it simple
Input your revenue and expenses each month and let this user-friendly spreadsheet tell you what you need to know.
For modern businesses like yours
In a fast-paced world, you need a tool that just works without having to learn a new tech stack.
Here's what you'll get with the DIY Bookkeeping Template:
Easy-to-follow video walkthrough
In-depth tutorial video and detailed written instructions allow you to understand the Template inside and out, no matter your learning style.
Profit & Loss Statement
Analyze expenses and revenue by type and month, as well as year-to-date totals. View your monthly and annual net profit, and use this tab to complete your taxes at the end of the year.
Visual Graphs and Profit Analysis
Pie charts, line graphs, and profit analysis tables allow you to visually see your profit breakdown in one place. Set goals and plan for estimated taxes with dynamic charts.
Customizable Revenue and Expense Categories
Customize the expense and revenue categories to fit your business. You can even add emojis to keep it visually appealing!
Gain confidence in your profits. Get clear on your expenses. Save loads of time.
Get it for $47 →Frequently Asked Questions
How do I know if the template is right for me?
Which program does the template use?
Do I need to repurchase for next year's books?
What if there are updates to the template?
Can you just do my books for me?
Meet your template creator
Hi, I'm Emily — the bookkeeper for growing modern businesses
I am a Certified Public Accountant (CPA) with a passion for systems and organization. I help entrepreneurs gain control of their business financials. I have helped over 800 entrepreneurs DIY their books with my bookkeeping templates!
When working at a bookkeeping firm, I saw a gap in the market for small business owners just starting out. It wasn't time to outsource their bookkeeping yet, but they needed some guidance on how to DIY their books. Enter my bookkeeping templates. They are simple, sleek, and user-friendly.
Starting out with a reliable DIY Bookkeeping Template sets you up for success in your business. Knowing your numbers will guide you in making strategic business decisions. And when it's time to do your taxes or hire a bookkeeper, your data will be clean and organized. Bookkeeping doesn't have to be overwhelming. You can live your best life with your books in order - and the DIY Bookkeeping Template can help!
★★★★★
"This made getting everything ready for my taxes a breeze! Emily answered my questions immediately and was very helpful!"
— Tonya
★★★★★
"The bookkeeping template is very easy to use! It is exactly what I needed to simplify my bookkeeping."
— Michele
★★★★★
"This has made bookkeeping for my small business super easy! I would NEVER have been able to make anything this thorough."
— Mel
