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The DIY Bookkeeping Spreadsheet

Built for solo business owners who want a no-fuss way to track their money

Learn how to keep track of your money, without second-guessing anything, even if you're "not a numbers person."

You don’t need a complicated accounting software…
You don’t have to outsource right now…
You don’t have to dread tax time ever again.

Before this spreadsheet,
you might be:

  • Sorting through old Venmo payments

  • Guessing which months you earned the most

  • Putting off catching up on “bookkeeping” until December

  • Opening your bank account and thinking, “Is this okay? I have no idea.”

With this tool:

  • You’ll always know how much you made last month, and from which service

  • You’ll be able to see which expenses are eating into your income

  • You can pull year-end numbers without digging through months of transactions

  • You’ll set aside the right amount for taxes—without panic

You’ll stop crossing your fingers at tax time, stop doing math on the Notes app, and stop wondering if you're missing something important.

Use this spreadsheet to:

  • Catch duplicate charges or unexpected expenses:

    Seeing a monthly expense report will help you catch sneaky auto-renewals or software charges you’re no longer using.

  • See which of your offers bring in the most money (and which don’t):

    Not all offers are created equal—this tool shows you which ones bring in the most revenue so you can double down (or let go of the ones that aren’t)

  • Prep for Quarterly Taxes in Under 30 Minutes:

    Everything is already categorized—just filter by quarter and total up what you owe. (Way easier than digging through your Stripe history.)

  • Save Hours (and Stress) During Tax Time

    Instead of manually adding things up from your bank statements, your totals are already calculated and categorized for you.

  • Set Realistic Goals Based on Real Numbers:

    Instead of picking a random revenue goal, you can look at last year’s income and make a plan that actually makes sense.

The Money Manager Spreadsheet

A simple tool to help you track every dollar your business earns and spends—without complicated software or math.

  • Customize it for your business

  • Filter by month, quarter, or year

  • View net profit, service income, and spending breakdowns

  • Know how much your business actually keeps—not just what comes in

No subscriptions. No hidden fees. No ongoing costs.
Just a one-time purchase that helps you finally get your books together.

Meet your bookkeeper

Emily Burt

Hi, I’m Emily!

I’m a bookkeeper who works with small business owners like doulas, designers, coaches, and other solo service providers. I created this spreadsheet for the folks who aren’t ready to outsource, but still want their business finances to make sense.

This is the tool I wish more people had before their business really started rolling—when habits are being built and clarity really matters.

Designed for Solo Business Owners
so you don’t have to start from scratch

✅ Simple General Ledger
Just enter the date, amount, what it was for, and whether it was income or expense. No extra columns. No complicated rules.

✅ Customizable Dashboard
It summarizes everything for you—total income, total expenses (even by category!), and what’s left over. Know your bottom line without doing the math.

✅ Service + Expense Reports
See which offers bring in the most and where your money is going. Stop undercharging and overspending without realizing it.

✅ Monthly / Quarterly / Yearly Filters
View trends at a glance—so you can plan launches or quiet periods ahead of time. Know which months to save and which months to push.

✨ BONUS: Quick Start Video Walkthrough
No need to figure it out yourself—I’ll walk you through exactly how to use it.

This is for you if…

✔️ You’re making money, but haven’t set up a real system yet
✔️ You want to prep for tax season without scrambling
✔️ You’re tired of wondering if you're “doing it right”
✔️ You want to get ahead before hiring a bookkeeper

This is NOT for you if…

✘ You already use software like QuickBooks or Xero confidently
✘ You’ve hired a bookkeeper to handle everything for you
✘ You’re looking for something to auto-sync with your bank

Imagine opening your spreadsheet and instantly seeing:

What you earned last month - Which services brought in the most income - How much you spent (and on what) - What’s actually left after expenses - How much you can afford to pay yourself or save for taxes

This is what you’ll set up with just one spreadsheet and one afternoon.

 FAQs

  • Yes! If you can type in numbers and click a dropdown, you can use this spreadsheet. It’s designed for non-spreadsheet people—no fancy formulas or tech knowledge required. You’ll also get a video walkthrough showing exactly how to use it.

  • It does the math for you. You’ll enter your income and expenses into the Ledger, and the Dashboard automatically totals everything—net profit, income by service, expenses by category, and more.

  • Absolutely. You can fully customize the service categories to match your business, whether you offer just one thing or several (like coaching + digital products + freelance work).

  • You’re exactly who this was made for. This is a simple first step into real bookkeeping—nothing overwhelming, nothing complicated. Just open it, start entering your numbers, and let the spreadsheet do the rest.

  • The spreadsheet currently works in Microsoft Excel. You’ll receive a video walk through with instructions for setting it up. We are working on a Google Sheets version to be released in the future

  • You’ll get a video walkthrough that shows you how everything works, step-by-step. You can always reach out to info@emilyburtbookkeeping.com for support if needed.

Your business is real. Your income matters. And you need a system to keep track of it.

This isn’t about being “good at numbers.” It’s about making your money easier to manage—so you can spend less time worrying, and more time doing the work you actually enjoy.

Set it up once. Use it all year. Get your books in order today.

The Easiest Step You’ll Take Toward a More Organized Business

Know Your Numbers:
The DIY Money Manager for Business

$27

one time purchase

Ready to never open a spreadsheet again?