From Shoebox to Toolbox

Business Essentials for the small business owner.

Not sure what to track in your business?

Overwhelmed by all the paperwork?

Forget to follow up with your contacts?

These are common problems for small business owners and solopreneurs. Which is why I created this program:

With this program you will:

Easily invoice your clients
Effortlessly track your expenses
Confidently prep for tax season (no more shoebox full of receipts or wondering what mileage to report)
Efficiently process your payroll and
Never miss a follow up

Here’s what you get:

INVOICE MANAGEMENT SYSTEM – TAXABLE AND NON-TAXABLE ($1,998 value)

Many small businesses manually create their invoices. This is time-consuming, cumbersome, and isn’t always accurate.

With this system you’ll create invoices easily and accurately.

EXPENSE TRACKER ($249 value)

One of the biggest “money leaks” in a small business is the failing to properly record and track expenses.

Using my Expense Tracker, you can easily generate a weekly, monthly, or year to date report at any time AND effortlessly keep an eye on your business expenses.

TIME SHEETS – WEEKLY & BI-WEEKLY ($134 value)

Whether you pay your employees weekly or bi-weekly my Time Sheets will streamline your payroll process. They’re easy to use and automatically calculate employees hours (both regular and overtime) accurately.

MILEAGE LOG ($49 value)

CUSTOMER RELATIONSHIP MANAGEMENT SYSTEM (CRM) ($249 value)

Stop leaving money on the table! Claiming mileage is one of the easiest ways to reduce your taxes, putting more money in your pocket.

Most businesses find tracking mileage a hassle. It doesn’t have to be! And it isn’t when you use my Mileage Log. You can automate mileage tracking for all your appointments and meetings.

And with on click of a button you can generate your mileage log for tax season!

Easily keep track of follow ups with prospects and clients. Know who needs to be contacted and when. No more second guessing or missed opportunities.

Keep everyone’s information and customized notes in one form. No more jumping from place to place to find what you’re looking for.

IMPORTANT DATES ($19 value)

Show your clients you care. Never miss another birthday, anniversary, or other important customer event. And with my auto-calculation, you’ll know exactly the number of years for your client’s event.

You’ll also get my support to help you implement these.

Two, 1 Hour 1:1 Calls for your specific questions and customization ($500 value)
Four Monthly Group Zoom Calls – Walking through each of the spreadsheets ($1,000 value)
From Shoebox to Toolbox Facebook Community to ask questions and learn with and from other business owners ($97 value)
“Take Back YOUR Time” ebook ($15 value)
#1 International Best Seller on Amazon “Jumpstart Your _______, Vol III“($17 value)

TOTAL VALUE: $4,327
YOUR INVESTMENT: $1,999
SAVINGS: $2,328

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TWO PAYMENTS OF $1,099

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