Created by

Carol Holm

of Totally Sound Books, this simple yet powerful spreadsheet was designed to help small business owners take control of their finances—without the overwhelm.

Inside you’ll find:

Organized Income & Expense trackers

A Monthly Bookkeeping Checklist to stay consistent

Editable dashboards for profit, income, and expenses

Clear instructions and sample chart of accounts

Space to log invoices, bills, and notes — no bookkeeping experience needed!

Whether you're DIYing your books or prepping for tax season, this tracker helps you stay on top of your numbers with clarity and confidence.