If a budget feels dry and dusty but you’re aiming for six figures, we’ve got the tool for you, sister!
Designed for online business owners—especially brand and website designers—this intuitive spreadsheet helps you track income, expenses, and profit with ease, giving you a clear path to smarter financial decisions. With custom categories for launches, services, digital products, team payments, and more, it goes beyond any random Google template.
Ohhh yeah. And did we mention you can tailor it to exactly what your business needs? Simple. Clean. Profitable.
Pay Yourself template setup in Google Sheets
A video tutorial with how to customize for your needs recorded by our head bookkeeper, Madison.
You’ll get the most out of this resource if you know your recurring revenue, planned launches, and any upcoming services you are providing for contracted clients. On the flip side, it’s the same with expenses! The more you know about potential recurring costs (like hiring a new contractor or upgrading your software), the better
What info do I need to use this template?
Absolutely! It’ll help you plan ahead with that semi-annual Target run for office supplies, business travel, and hiring the occasional expert, like a copywriter or funnel pro.
Can this help track somewhat random expenses, too?
Any business owner will find this very helpful, so yes! You’ll want to sync up with your bookkeeper for your latest numbers.
If I outsource bookkeeping already, is this a good fit for me?
t’s in Google Sheets, so you’ll need a free Gmail account to access your download. But you can convert it to Excel if that’s your jam. (We loveeeee Excel over here!)
What format is the spreadsheet in?
Right away. Once you purchase, everything is delivered right to your inbox.
How soon do I get access?
A done-with-you monthly bookkeeping membership for the online business owner who wants to learn how to do their business bookkeeping and actually get it done each month.