Tracking business expenses is one of those tasks that not many entrepreneurs like to do, yet it is necessary for tax purposes and financial wellness. (Yes, even professional organizers have a hard time finding an easy-to-use system that helps to track all of the expenses that arise in business.) This customized (and customizable) Excel spreadsheet is tried and tested and will make tracking your business expenses a simple process.

The spreadsheet is comprehensive enough to track all business income and expenses for IRS purposes. In fact, this is the spreadsheet I have used to run a successful business for over 13 years. You can track income, billable hours (handy if you need a certain amount of hours for certification), source of the client (great for seeing where your advertising and marketing dollars are best spent!), and business deductions. At any moment, you can see your profit and loss in your overall business, how much you are spending per category, etc. It is a simple but powerful tool! I just give this to my accountant every year and she is able to fill out my Schedule C on my taxes very easily (and she loves how organized it is!).

With over 30 categories of business expenses and formulas already set, all of the work has been done for you. Just start inputting your numbers and you are ready to roll!

And as an added bonus, one of the very special benefits you receive by purchasing this product is lifetime updates. Yes, you read that right! Just like a GPS device comes with lifetime map updates, this product will be periodically updated by me as I either refine my own Business Income & Expenses Log or work on my clients’. If I notice something that should be added, deleted, or revised, I will alert you to it. How’s that for continued added value? 🙂

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About Lisa Montanaro

Lisa Montanaro is a Productivity Consultant, Success Coach, Business Strategist, Speaker and Author who helps people live successful and passionate lives, and enjoy productive and profitable businesses. To receive her free Toolkit, Achieve Powerhouse Success with Purpose, Passion & Productivity, visit www.LisaMontanaro.com/toolkit. Lisa is the author of "The Ultimate Life Organizer: An Interactive Guide to a Simpler, Less Stressful & More Organized Life" published by Peter Pauper Press. Through her work, Lisa helps people deal with the issues that block personal and professional change and growth. To explore how Lisa can help you be purposeful, passionate and productive, contact Lisa at (530) 302-5306 or by e-mail at Lisa@LisaMontanaro.com.