Profit & Loss Template and Dashboard

Are you a self-employed individual looking for an affordable and effective way to track your income and expenses without monthly software fees? Do you want to avoid the expense of hiring an accountant or bookkeeper to create a Profit and Loss statement for your business? 


Look no further than our Profit and Loss

Template and Dashboard!


Our user-friendly and customizable template allows you to easily track your business's financial performance without the need for specialized software or outside help.

Whether you're just starting out or have been in business for years, our template is the perfect solution for keeping your finances organized and on track. 

With our Profit and Loss Template and Dashboard you'll be able to: 

  • Organize your business finances in just 15 minutes a month
  • Create professional-looking financial statements your tax accountant will love you for
  • NEW! Ability to do reconciliations to your bank and credit card statements
  • Fully customize your accounts to create a P&L that is actually useful to you
  • Easily view your P&L by month and Year-to-Date
  • Make informed business decisions based on accurate financial data 
  • Identify areas where you can cut costs and increase profits
  • Avoid overly complicated and expensive bookkeeping software 

Our Profit and Loss Template and Dashboard is an affordable and easy-to-use solution for self-employed individuals looking to take control of their business finances. No more scrambling at tax time! Try it out today and see the difference it can make for your business!

Get the Profit & Loss Template + Dashboard

Here's What You Get with the Profit & Loss Template and Dashboard!


+ Our fully customizable P&L Template and Dashboard, usable in both Excel and Google Sheets for a low one-time cost.

+ Keep organized records your accountant will love you for in less than 15 mins a month.

+ Analyze your business performance with a monthly P&L view and charts and graphs that will show you important insights!


What People Are Saying about the Profit & Loss Template & Dashboard...

Tory L. 

Jamie’s spreadsheets are a game-changer for anyone who wants to manage their finances efficiently, without the stress and confusion that often accompanies financial management.

Jenny K. 

Using this template has saved me an incredible amount of time and energy, and I have been able to make informed financial decisions for my business thanks to the clarity and simplicity they provide. Thank you!!

Pam B.

With Jamie’s easy-to-use and jargon-free approach, financial management has never been so simple and stress-free!

In case we haven't met yet...

Your Financial Literacy Coach, Hamilton superfan, enjoyer of a glass of Cabernet with a good mystery book, and — if you like —your guide as you get all those numbers together.

With over 15 years of experience in finance and accounting, including a CPA license, I've climbed the ranks of Finance Leadership within the Coca-Cola System, honing my skills in the corporate world. But my true calling is helping small business owners and solopreneurs like you demystify the financial side of your business in a way that's refreshingly jargon-free.

I won't bore you with buzzwords like "synergies" – let's keep it real and down-to-earth. I'm all about translating complex financial concepts into practical, real-world advice that you can easily grasp and apply. In other words, I'm not your typical CPA.

My mission? To empower entrepreneurs not just to survive but to THRIVE in both their professional and personal lives. Think of me as your biz bestie here to make those numbers work for you!

Join me and the 1000's of Small Business Owners I have already helped on this journey to financial empowerment, where we'll get all those numbers together and pave the way for your business success.

Get the P&L Template + Dashboard Today

Have Questions? Check out our FAQs below.

Get the P&L Template + Dashboard Now
Liquid error: Nil location provided. Can't build URI.
Buy the P&L Template and Dashboard Now