FREE Small Business Planner, Organize Your Small Business Finances

Do you have a small business or an Etsy store? Does doing the business finances stress you out? Today I am going to share with you my financial organization system. Hopefully it will make your life easier too! CHECK OUT MY SMALL BUSINESS HERE!

Organize Small Business Finances - Country Chic

I keep a separate space just for my business paperwork. This can be a desktop filing system, a specific file cabinet drawer, or even a Binder. Since I am short on space I use a binder and a few file folders place in my Thirty-One Hang Up Wall Organizer (this is a life-saver and I will share pictures in a future post of my office).

FILE FOLDERS

Here is a list of all the file folders that I have labeled and find useful:

  • To Be Filed
  • Invoices
  • Supply Receipts
  • Expenses
  • PayPal Statements
  • Taxes
  • Donations

You might need more of less depending on how you want to set up your business and what you like to track. It is really up to you, but these are the files I have found that I need.

SMALL BUSINESS BINDER

I have created my own printables that you can find at the bottom of this post. I use my binder to track all business finances as well as using a bookkeeping program called Wave. I like keeping track in both places just in case something ever happens to my computer and it also forces me to double check everything. You are free to do whatever you feel most comfortable. If you think doing both is overkill, use whichever one you would like. I do suggest keeping track of your finances in some way, no matter what size your business is. Once you get behind on your paperwork, it is extremely difficult to catch up.

My binder includes the following tabs:

  • Contacts
  • Subscribers
  • Item Costs
  • Inventory
  • Supplies
  • Time Management
  • Marketing
  • Promotions
  • Sales
  • Expenses
  • Shipping
  • Mileage
  • Yearly Profit Summary
  • One Tab for Each Month of the Year
    • These tabs are different then the others to set them apart!

Place these tabs in whatever order works best for you! Everyone is different! I also place clear pockets in the back to place receipts that I need to store quickly if I cannot get to my files immediately.

MAKING IT WORK

When I am out shopping or picking up supplies I keep a small folder in the car where I can place receipts and keep track of my mileage so that when I get home it is easy to transfer into my small business binder. Each weekday I set aside a small amount of time to update any information in the binder first then in my online bookkeeping.  This process is something I had to work on for awhile before I actually became good at it.

SMALL BUSINESS PLANNER KIT:

Want to use the same printables that I have created for my business? Simply scroll to the bottom of this post and enter in your email

Small Business Planner

The Kit Includes the following Pages: COVER | CONTACTS | SUBSCRIBERS | ITEM COSTS | SUPPLIES | TIME MANAGEMENT | MARKETING | PROMOTIONS | SALES | EXPENSES | SHIPPING | MILEAGE | YEARLY PROFIT SUMMARY | 12 FULL MONTH CALENDER PAGES | WEEKLY PLANNING PAGE WITH SOCIAL MEDIA TRACKING

ENTER YOUR EMAIL BELOW TO RECEIVE YOUR FREE SMALL BUSINESS PLANNER:


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Disclaimer: This is not to be sold, claimed as your own, or redistributed in any way. It is simply a free download I created for you.

Comments

  1. Moli White says

    Thank you. I’ve recently closed my brick and mortar store to sell from home and mall spaces I’m having a hard time getting reorganized with keeping track. I hope this helps me keep focused.

  2. Valeria Assiso says

    Hi, I never got the Email with the free small business planner. I really want it pleaaaaase!!!

    • admin says

      Hello! The link will appear after you hit submit, right underneath. It will be in a light pink link titled, “Free Small Business Planner – 12 Printable PDF Pager.” :)

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