Bring on 2021!
Bookkeeping is not everyone's jam
so we created the
Cash Clarity Workbook
With this workbook you can enter basic info about what you sell and what you spend.
The workbook populates this information into financial reports automatically
Watch it update with every new transaction
Imagine if you could...
4 Simple Steps
to magically turn your transactions into financial reports that speak your language and empower you to love the numbers that represent your progress in your business
Enter Your Expense Categories
We will walk you through how to choose
Enter Your Payment Sources
(how do customers pay you)
How do you get paid:
examples:
Square
Paypal
Venmo
Enter Each
Transaction
Date
Who you paid
What you bought
How much
Enter Monthly
Sales
We will show you how to pull these numbers from some common sources
Listen to Us Talk About The Cash Clarity Workbook on The Dreams to Plans Podcast
What's Included?
Cash Clarity Workbook Template
A spreadsheet that populates with your business information and numbers without any number crunching by you.
Workbook Training Video
A short video that gives you a tour of how to use the spreadsheet and the process that you can watch as many times as needed
Bonus Checklists
We give your our Daily, Weekly, Monthly, Yearly Bookkeeping Tasks Checklist and a Terminology Cheat Sheet (So you always know what those Jargony bookkeeping terms mean!)
3 Mini Finance Trainings
Each week for 3 weeks after you purchase, you will get an email with a short easy to understand video that will teach you even more about your numbers
Access to Group Coaching Calls
Monthly Ask My Accountant Group Coaching Calls to ask any of your Questions! Enjoy access for 12 months!
Help Desk Support
Easy access to our help desk to get answers to your questions when you have them.
Free Tribe Community Access
Join our Free Community for Bookkeeping Tips, Tricks and Training (No Purchase Necessary to Join!)
Is this for you?
Yes, for sure
If you are a business owner who:
BURNING QUESTIONS
everyone has them
Where do I Even Start?
We've got you, with:
What if I am not good with numbers?
We believe that are not good with numbers "YET"- just enter each transaction as it occurs with:
The spreadsheet will do the rest of the magic
Are there Any Hidden Costs?
Nope!
For a one time price of $97 you get a template that you can copy and use every year to manage your finances!
Benefits to Using the
Cash Clarity Workbook
$5 from Every Purchase goes to the
Non-Profit
WomenVenture
helping women attain economic self-sufficiency through the creation and growth of profitable and sustainable businesses.
As a small business owner this spreadsheet gives me peace of mind in my business! It is so easy to follow even though I have never used a spreadsheet before in my life, and actually makes keeping track of your numbers fun! So thankful for this spreadsheet and the feeling of control that it has given me. Thank you so much for creating an awesome product!
-Renee
A Solution To Bookkeeping Stress
Cheers to magically transforming your transactions
into reports that will help you run your business
like the boss that you are for a one time fee of
$97
Have Questions before Purchasing? Click the Help Desk Icon in the Bottom Right Corner and tell us how we can help!
Local Ledgers LLC
Who are We?
Our team has grown to 4 fierce females who are passionate about numbers, small businesses and our clients!