Top Tips for Tracking Small Business Finances (Without Overwhelm!)

Ready to take control of your business finances before year-end? Join me in today’s video as we dive into the three ways to track money for your small business—whether you’re just starting out or fully incorporated. I’ll walk you through the ins and outs of using spreadsheets, free software like Wave, and premium options like QuickBooks. Plus, I’ll share my best tip for streamlining receipt management using Dext, so you can save time, avoid headaches, and enter tax season feeling confident!

What You’ll Learn in This Video:

0:00 Year End Is Coming!
0:38 Sole Prop vs Corp - the differences that matter for tax time
1:53 Spreadsheets
5:27 Why Dext is a game-changer for receipt management
6:28 Free Software
8:16 Paid Software
10:52 Why tracking is so important in the long run
12:12 You've got this and I'm here for you!

Why This Video is Important:

If you’re feeling stressed about organizing your finances, this video will help you get set up with the right tools. From low-cost options to premium tools with added features, you’ll be ready to choose the best system for your business and breeze through year-end prep!

Links & Resources Mentioned in This Episode:

My favorite software like Dext and Quickbooks Online ► https://coachingbycleareyes.com/resources
The category of expenses ► https://www.canada.ca/en/revenue-agency/services/tax/individuals/topics/about-your-tax-return/tax-return/completing-a-tax-return/deductions-credits-expenses/deductions-credits-expenses.html

⭐️ Like & Subscribe If you found value in this video, don’t forget to give it a thumbs up 👍 and subscribe for more actionable tips on thriving in your business! Also, make sure to sign up for the newsletter, so you never miss out on essential tips and tricks for your business journey.

Solopreneur Survival Club: 3 Essential Tools to Track Your Business Finances:
Spreadsheets, Free Software &
Premium Tools