I will start off with a brand new GMail account (or can access an already set up one) and set up Bookmarks, Folders, and Templates for you to use for your business only. Can set up to open up to a Dashboard, your Calendar, or whatever you want.
Have me set up with your logos and file share for your existing only - $30.00
Your Google Profile will be set up like this, with sheets, docs, and forms, to be shared via google shared links:
Income Entry Form
Income report that populates as you enter on the Income Entry Form
Expense Entry Form
Expense Report that populates as you enter on the Expense Entry Form
OPTIONAL: A Dashboard that has your Income and Expense reports feed into it for visuals. Can add visuals to Dashboard as needed such as availability, tasks, etc. See how it works by visiting the Dashboard tab.
Mileage Report; just match the month and number day and enter, form is prefilled to add as you go for end of year taxes
Client Account Sheet Template preformulated to copy as new spreadsheet for each client as a way to keep track of their invoices and payments onto one report
Invoice template
Estimate template
Operations Manual customized to refer back to how to operate all of the templates. Can make a shareable doc to update as you grow and add to your operations I will update with my own notes before handoff.
Can go over together reocuuring tasks and set up in your tasks manager for your account to keep your business flowing.
Option to have me set up a new Gmail Google profile OR access to your current one and set up Bookmark tabs and folders for you. My sheets and forms can stay sharable for updates and support, or take my access off for a complete handoff.
ADDITIONAL ASSISTANCE I CAN HELP WITH AS WELL……$Offer per task
Assist with purchase of your domain name.
Website assistance
EIN Number set up
Assist with LLC set up if needed
Assist with Business License(s)
Google sheets dashboard I made that can be customizable
Google Forms Entry Portals Explained
💼 EXPENSE ENTRY PORTAL
We’ve made expense tracking simple, organized, and automated.
Use the Expense Entry Form to log all business expenses so they automatically populate into a structured expense tracking spreadsheet.
🧾 What to submit:
• Name / Type of Expense
• Category (Insurance, Auto Loan Interest, Cell Phone, Supplies, Vehicle Expenses, Licensing, Owner Draws, Other)
• Date Purchased
• Amount
• Vendor Name
DON’T FORGET ABOUT YOUR OWNER DRAWS! Expenses from jobs you use personally!
📊 Why use this form?
• Keeps all expenses organized in one place
• Improves accuracy in reporting
• Reduces manual data entry
• Streamlines financial tracking
📊 INCOME ENTRY PORTAL
Streamlined the way income is recorded and organized.
Use the Income Entry Form to submit all received income so it automatically updates into a structured Income Report spreadsheet—fast, accurate, and centralized.
🗂 What to submit:
• Date Received
• Client Name
• Amount
✅ Helps eliminate manual errors
✅ Keeps reporting clean and organized
✅ Updates your records instantly
Dont forget about your owner draws! Keep track of any business income you use for household non business expenses.
For a sole proprietor, an owner’s draw is money or assets the business owner takes out of the business for personal use. Unlike a salary, a draw is not considered a business expense and does not reduce the business’s taxable profit. Instead, the owner simply withdraws from the business equity they already own. Sole proprietors typically record owner draws in a separate equity account to keep personal and business finances organized, while profits from the business are still taxed as personal income whether the money is withdrawn or left in the business. Source: ChatGpt