This kit contains a 15-page booklet to help you learn how to plan for and budget your business finances and 14 spreadsheets, forms, and checklists to make tracking the income and expenses in your birth business “fill-in-the-blank” simple! It gives you the ability to quickly and easily:

…Create budgets
…Plan for quarterly taxes & emergencies
…Organize income and expenses, donations and travel expenses

Booklet – Business Budget Planning Made Easy

This informative booklet will help you create a budget for your business that will help you weather financial uncertainty. It will walk you through the following:

  • Emergency Savings Fund Plan – a step-by-step walkthrough of what you need to do to set aside an emergency savings fund for those times when you’re unable to continue working or are hit with unforeseen expenses
  • Monthly Budget Plan – a plan to help you create a monthly budget that grows and adapts with you as your needs change
  • Monthly Income Plan – create an outline of your monthly income streams so you know exactly where the money comes from and can control your cash flow
  • Quarterly Tax Plan – resources and a plan to ensure that you’re never surprised when it comes time to submit your self-employment taxes
  • Zero Sum Business Budgeting Plan – this budgeting philosophy will help you to allocate every dollar so there’s no money unaccounted for

Checklists and Excel Spreadsheets

This kit includes a variety of checklists and worksheets to help you set up and track your business income and expenses. Easily customizable, the forms can be used on their own or in combination with accounting and budgeting software programs to help you stay organized throughout the year, making tax time easy to navigate (for you or your CPA!). Doula and birth business accounting made easy!

  • Business Basics Checklist – to ensure you have all of the documentation, systems and procedures in place to manage your business finances.
  • Contractor Information Form – to manage your contractors’ contact and other information
  • Monthly Expense Checklist – to track your business expenses each month
  • Partnership Checklist – this doc will help you to protect yourself if you’re thinking about forming a partnership and need help figuring out how things need to be split or what questions to ask.
  • Charitable Donations Workbook (Excel) – to track every charitable donation you make so you have all of the information ready at tax time
  • Expense Budget Workbook (Excel) – an easy to manage way of tracking your monthly expenses by category
  • Expense Calendar Workbook (Excel) – this gives you a big picture overview of your annual expenses and also breaks those down into exactly when those expenses are due each month
  • Income Snapshot Workbook (Excel) – lets you easily see where your income comes from, perfect for those with several income streams
  • Month-to-Month Trending Workbook (Excel) – so you can look back and see how this month has compared to the same month last year, and what the difference is
  • Travel Expense Workbook (Excel) – to track your travel expenses for those conferences and networking events you attend
  • Profit and Loss Workbook (Excel) – a big picture look at your monthly income, expenses and profit
  • Ad Tracker (Excel) – to manage each of your ads and track their stats every month
  • 2 Different Affiliate Income Tracking Workbooks (Excel) – these 2 workbooks are structured differently, but both have the same outcome – to help you track how much you earn in affiliate commissions

$39.00 USD