Keep all of your important business information organized in one place, including your LLC, DBA, EIN, banking, website, domain, vendors and important business contacts.

Keep track of your business expenses, receipts and spending throughout the year. Includes a monthly expense log, expense categories and a monthly business spending summary.

Track the money coming into your business, including gross sales, fees, refunds and the net amount you actually receive. Includes a monthly sales summary to help you see where your income is coming from.

Organize your products, SKUs, quantities, costs, selling prices and inventory locations. Includes an inventory value summary and reorder list to help you monitor stock and identify items that need attention.

Create a professional invoice for your customers or clients. Record products or services, prices, sales tax, discounts, payments received, balance due, payment instructions and important terms.

Provide customers or clients with a professional record of payment received. Document the payment date, payment method, transaction reference, amount paid and any remaining balance.

Keep customer or client contact information, products or services, preferences and important notes organized in one place. Includes a customer history section for orders, appointments, services and follow-ups.

Keep appointments, customers and payments organized in one place. Track appointment dates and times, services, rates, deposits, balances and appointment status, plus review your monthly appointment activity.

Keep vendor and supplier information organized in one place, including contact details, products supplied, ordering methods, minimum orders, pricing, payment terms, shipping and policies. Includes a vendor order history to track purchases and supplier performance.

Review your business each month in one place. Track sales, expenses, estimated profit, customers, inventory concerns and outstanding balances, then identify what needs attention and set your priorities for the month ahead.

Keep track of your important business records and know where to find them. Review formation documents, tax records, banking, licenses, insurance, agreements, website and domain records, invoices, receipts and more.

Plan your business content before it's time to post. Organize post ideas, platforms, captions, visuals and calls-to-action, plus keep an ideas bank and review which content performed best each month.

Figure out what your products actually cost you to sell before setting your price. Calculate product costs, shipping, packaging, selling fees and estimated profit, plus check how discounts and sale prices may affect your profit.

Price your services with more than just a guess. Consider your time and labor, supplies, travel, fees and overhead, then review your estimated profit, discounts and package pricing before setting your final price.

Take the guesswork out of professional business communication with ready-to-use wording for customers, clients and vendors. Includes 16 templates for inquiries, appointments, payments, complaints, reviews, follow-ups and more.

Create clearer policies for your business with planning questions and customizable sample wording for returns, refunds, deposits, appointments, shipping, custom orders, payments and more.