Question 1

Are these tools a replacement to your bookkeeping services?

Accepted Answer

No. These are self-serve tools, that can help you as you get started.  They are great to help you organize your finances and learn this critical aspect of running a business.  However, it requires consistency and a hand-on approach that many times is hard to maintain as the volume and complexity of your business grows.

If you are ready for hands-on help, we offer monthly bookkeeping and advisory—these tools can work alongside that too.

Question 2

Do you offer help if I have questions with the templates?

Accepted Answer

Light support is available for setup questions or issues using the file as designed.

If you need help customizing it for your business, we offer paid setup and advisory services.

Question 3

Do I need to know Excel or Google Sheets to use the templates?

Accepted Answer

Basic spreadsheet comfort helps, but you don’t need to be an expert.

The tool comes with instructions, sample data, built-in formulas, and locked cells to help you stay on track. Most of the work involves copying over your transactions—no advanced skills required.

Frequently Asked