Downloads

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Before choosing software, you need a strong business foundation. In episode 2 of the Financial Fitness for Entrepreneurs Podcast I walk you through the essential first steps to get organized and separate business from personal finances — the “warm-up” every entrepreneur needs.  Click the button below to download your free checklist and quick guide for building your business foundation the right way.

Before you dive into your books, you need the right tools to track your money efficiently — without breaking the bank.  In Podcast Episode 3 - Free & Affordable Bookkeeping Software Options, I go over the options I recommend.  Click the button below to access the free comparison chart.

Struggling to make sense of terms like accruals, equity, debits, credits, or balance sheets? You’re not alone — and in episode 4 of the Financial Fitness for Entrepreneurs podcast I break down the accounting basics in a way that finally makes sense.  Click below to access your free Bookkeeping Basics Cheat Sheet.

 If you’ve ever looked at your business bank account and wondered… Where did all the money go? — then Episode 5 is for you. In this episode of the Financial Fitness for Entrepreneurs podcast, I walk you step-by-step through setting up your accounting software, structuring your Chart of Accounts, and streamlining your expense tracking so it takes minutes — not hours.  Click below to access your free Chart of Accounts Cheat Sheet.