Hi, I’m Carla
I simplify bookkeeping so you can concentrate on what you do best
YOU STARTED YOUR BUSINESS TO CREATE FREEDOM AND HAVE AN IMPACT
Not to do accounting
And when it comes to accounting and taxes, you are confused and overwhelmed.
Does this sound familiar?
You know nothing about bookkeeping and taxes and it’s all overwhelming
You dread tax time and hours and days it will take you to get ready
You have no idea where your money is going
You have always have money worries and anxiety humming in the background
You don’t understand the lingo and feel overwhelmed. Your accounting system today consists of file folders and shoe boxes.
If this is you, you are in the right place.
Hi, I’m Carla
I’ve worked in CPA firms, corporate accounting and finance for over 30 years helping C-level executives and small business owners understand their numbers and create sustainable financial processes.
My zone of genius is simplifying accounting and finance
And if you are here, I bet accounting and finance IS NOT your zone of genius.
But I got you. Think of me as your financial whisperer.
I help female founders understand accounting and financial data in a way that makes sense for them.
I get it . . .
There’s a lot of lingo. And frankly, most of it’s unnecessary.
You just need a simple solution.
Well, I’ve got you. I designed Simple Financials™ just for you. It will help turn your hot mess of receipts into real information.
Imagine if:
You knew exactly how much is coming in, going out, and what’s left over (your profit).
Tax prep was a breeze and you no longer dreaded the visit with the tax man.
You could retire all those shoeboxes and file folders and see your financial picture in just a couple of clicks.
You no longer had to worry or feel anxiety wondering “am I making money or losing money?” because you will know.
You didn’t have to learn a bunch of fancy lingo or spend hours learning a new app.
DIY DOESN’T MEAN SHOE BOXES OR FILE FOLDERS
Not all businesses need a full-featured accounting system.
But DIY doesn’t mean throwing receipts into a folder and waiting for the tax deadline.
As a business owner you need:
A simple system for tracking the money coming in and the money going out
A way to know whether you are making money or losing money each month
A way to track your transactions to make tax prep easy
Simple Financials™ is the solution that will do all those things for you.
Who is this for:
Business owners who don’t carry inventory or have W2 employees
Business owners who want a simple, but complete DIY solution that doesn’t require learning a new app or a bunch of accounting lingo
Business owners making up to $75K in revenue, who don’t file as an S-corp, and are not ready to outsource their bookkeeping.
Business owners who have low transaction volume (less than about 75 total transactions a month)
Business owners ready to treat their like a business, not a hobby
Who is this NOT for:
Business owners who are ready and able to invest in outsourced bookkeeping and/or a full featured accounting system
Business owners filing as an S corp, who carry inventory or have W2 employees
High transaction volume businesses
Business owners who want to keep treating their business like a hobby instead of a business
"You ARE turning me into a numbers nerd and I love it!! You’re seriously overturning a lifetime of thinking I’m stupid about numbers and that I just don’t like them - THANK YOU!"
- Spring Courtright, Organizing Coach
WHAT YOU GET:
Instant download of Google Sheets template with instructions
A transaction register for entering transactions with drop down categories to classify transactions
Transaction categories aligned with schedule C of the 1040 to make tax prep a breeze
10 prebuilt reports that populate automatically to help you understand your numbers
4-part email course that explains the features of the template and gets you up to speed fast
90 days of Voxer support
Your Simple Financials™ template includes:
"This spreadsheet took someone who truly struggled with the idea of bookkeeping, taxes, and numbers, to a completely different level! Just by putting in my incoming and outgoing transactions, I can easily see if I am making a profit, where I am spending, or making money, and tax time will totally be a breeze! Now I feel like the nagging money worry is gone. This will change your life!"
- Miriam Ansley, Human Design Coach
FAQ’s
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Your purchases includes 90 days of Voxer support. Voxer is a free messaging app. You can find me on Voxer at @carlamoatscoaching
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Your purchase is a license for you to use this in your business or personal finances. You can share the file with your virtual assistant or any employees of your business, but only for use in your business or personal finances.
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This tool is simply a system for tracking and understanding your business financials: revenue, expenses, and net profit and could be used in any currency. Just enter transactions in your local currency.
However, the expense categories you will want to track for any tax purposes outside the US may be different, so the expense categories in this template may not serve your purposes.
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No, due to the nature of the product, all sales are final.
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Yes, the template uses Google sheets. It requires you to have or setup a Google account. Google accounts are free and easy to use.
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While you can technically export it to Excel and use it there, there differences in how the 2 applications work and the reports may not work. We recommend just getting a free Google account.
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Well, this template was made just for you! After purchases, you’ll receive several emails with instructions, a demo, and tips for using the template.
Also, all the reports update automatically, so you really just need to know how to enter data.
And remember, you get 60 days of free email support. And if you want even more hand holding, you can purchase the bundle, which includes a 90-minute training session.