Business Tax Ready in Four Clicks
say goodbye to tax season dread & hello to praise from your accountant
Get instant access to the Tax-Ready Business Bundle ($67 when sold separately) for $37!
The bundle includes everything you need to file taxes for your sole proprietorship or LLC, all in easy-to-use Google Sheets.
Small Business Finance Templates
made by an Accredited Financial Counselor®
Your new templates will help you...
Know where every dollar went
Log income & expenses as you go, with standard categories to choose from.
No shoeboxes needed come April.
Never get surprised by quarterly taxes
See what to set aside and when it's due.
Estimated taxes, handled.
Hand your accountant a clean file
Everything you need, in one neat & tidy place, ready to submit.
This is where the praise comes in!
And they are specifically designed for service-based business owners...
Healers • Designers • Copywriters • Coaches • Consultants • Marketers
Tax Season Shouldn't Be Stress-Inducing
You run a business you love and deserve to know what it's producing – what's coming in and what's going out.
Your money lives in three apps, two bank accounts & a folder on your desktop called "receipts???"
You know you're supposed to pay quarterlies (or at least you've seen that term thrown around online) – you're just not sure how much, when, or if the deadline is long gone.
Every Spring you sit down with a pit in your stomach, digging through a year of transactions so you can send your accountant *something*.
You don't want it to be like this... you just haven't had any luck with the random templates you've found online.
Honestly, this spreadsheet completely calmed my brain.
It's the perfect 'no-math, no-guesswork' starter pack that gave me the clarity I needed to stop winging it.
Having that clear picture of my revenue and expenses gave me the actual confidence to invest in a few more big things for my company this month.
~Morgan
What if your accountant was impressed with your organizational skills?
The small business finance templates give your business money a simple place to land. A few minutes each week keeps you in conversation with your numbers, so nothing piles up and nothing sneaks up on you.
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No formulas to build. No columns to set up. Just open & start.
Built through 17 years of small business bookkeeping experience
Made for YOU
Categories match the ones on your tax return, so there's no making things up.
No Math
Enter your transactions, and your totals, profit, and taxes update on their own.
Quick Check-Ins
Designed for 10 minutes a week.
It's All Yours
It lives in your Google Drive. No subscription or software to cancel.
Made for service-based solopreneurs who want tax time to feel like just another day
You'll love these if you're a...
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Coach, consultant, or healer
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Designer, copywriter, VA, or OBM
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Therapist, bodyworker, or wellness practitioner
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Course creator, educator, or speaker
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Sole proprietor or single-member LLC filing a Schedule C
These aren't the right fit if...
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Sell physical products and need inventory tracking
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Run payroll for employees
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Already have a bookkeeper who handles everything
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Prefer to use a software-based tracking system
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Aren't up for manual data entry
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File as an S-Corp
Tax Ready in 4 Clicks
Click to buy.
Your templates arrive in your inbox right away.
Click to copy.
Make your own copy in Google Drive.
Click to update.
Each week, add your income & expenses. The sheet sorts and totals it all for you.
Click to share.
At tax time, either share a link to the templates or print to PDF.
Here's exactly what you get
Template One: Revenue & Expense Tracker
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Everything that comes into and goes out of your business, in one place, with the math done for you.
Revenue Log
Choose a revenue stream (1:1 work, digital products, affiliate income, etc.), track invoices (if you use them), and enter what hit your bank. Totals & processing fees fill in automatically.
Monthly Revenue Summary
See each month's income next to the goal you set, with a progress bar that fills as you go.
Expense Log
Record the date, amount, payee, and purpose... then pick from 20 ready-made tax categories and note what kind of receipt you kept.
Expense Category Summary
Your spending is automatically totaled by tax category, ready to hand to your accountant. This way, you can see your biggest spending buckets at a glance.
Monthly Expenses Summary
A month-by-month view of what your business is spending, including those processing fees.
Profit & Loss Overview
Revenue, expenses, and profit for every month, plus a quarterly tax set-aside estimate with each due date listed.
Template Two: Other Business Expenses Tracker
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The deductions that are easy to forget because they don't run through your business account.
Home Office Expenses
Enter your phone and internet bills with the percentage you use for business, and your deductible amount will calculate on its own. Log utilities and rent or mortgage with your home and office square footage, so your tax preparer has what they need.
Home Improvement Costs
Track upgrades to your whole home or just your office space.
Personal Account Purchases
Business purchases you made on a personal account... thanks a lot for not allowing us to have different cards for different subscriptions, Apple.
Mileage Log
Date, purpose, and round-trip miles for every business drive. There's no need to let those miles go to waste!
Walkthrough Video
I walk you through each template to verify what it's for & how to use it.
Have Questions? I Have Answers.
I'm not a numbers person. Will I be able to use these? Yes. If you can type a number into a box, you can use these. The formulas are built in, so no figuring it out yourself!
Do I need paid software? No. All you need is a free Google account (or I can send you an Excel spreadsheet if you prefer).
I'm already behind for this year. Is it too late? Not at all. You can enter past transactions, then keep up weekly from here.
Do these work for an LLC? Yes, for sole proprietors and single-member LLCs that file a Schedule C. If your LLC is taxed as an S-corp or partnership, these aren't the best fit.
Will these replace my accountant? No, and they're not meant to. They help you show up organized, which often makes your accountant's work faster (and sometimes less expensive).
Is this a one-time purchase? Yes. Pay once and the templates are yours to use year after year (just don't forget to make a copy for next year)!
What's your refund policy? This is a digital product, so all sales are final. However, if it's not what you were expecting please email me at hello at melissamitt.com.
Picture this...
It's a Friday afternoon. You pour your favorite drink, open your sheet, and spend ten minutes catching up with your money. You see what came in, what went out, and exactly what should be tucked away for taxes.
When the quarterly due date shows up, you think to yourself, "I've got this handled."
And when your accountant asks for your year-end numbers, you send one link. The next day you see this in your inbox: "This is the cleanest file I've seen all year."
That's what it feels like to partner with your money & it can start today.
Note: I used AI to add the martini to my desk... although I'll add that to the shot list in my next photo shoot!
Hi, Melissa here
I'm an Accredited Financial Counselor® and small business owner for ~16 years. So I know what it's like to do the work you love all day, then face a pile of receipts come tax time.
I went through the school of hard knocks to figure out how to manage money. After years of being SO frustrated with myself, I consumed way too many podcasts, books, and tutorials.
These templates are the tools I wish I'd had in year one. They're simple on purpose... because I know that a system you'll actually use beats a perfect one you avoid.
Your easiest tax season starts now!
You don't need a bookkeeper, a new app, or even a full weekend. You need a simple home for your money and a few minutes a week to visit it.
The Small Business Finance Templates give you both, so February or March is a breeze!