INCOME & EXPENSE ORGANIZATION
$10.00
Know exactly how much you made, what you spent and what you can afford. We build the perfect system that measures your finances and informs your decisions and makes reporting a stream-lined process. We organize your income, expenses, receipts, and financial documents into a clear dashboard you understand. Have a financial center that makes taxes easier, decisions clearer, and money less overwhelming.
What’s Included:
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Expense & income categorization (personal or business)
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QuickBooks, Wave, or preferred bookkeeping platform setup or cleanup
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Bank feed connection & automation workflows
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Receipt organization (digital filing system or automated capture setup)
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Monthly or quarterly report templates (P&L, cash flow, deductions, etc.)
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Folder structure for invoices, contracts, tax docs, and statements
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Backup system for financial records (cloud or encrypted hard drive)
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Secure login sharing via encrypted password vault- We use a trusted third-party service (LastPass) that allows you to share temporary, encrypted access to your accounts — without revealing your actual password.
Perfect For:
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Freelancers & creators with mixed income streams
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Small businesses needing clean books before year-end or tax season
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Artists, musicians, realtors, consultants, or service providers
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Anyone tired of guessing where their money is going