What’s Inside the Business Finance Starter Kit (And Why I Built It For You)

It took me nearly two years of running my own business to realize something that, as an accountant, I probably should have known from day one:

Your business finances need a home.

Not a cluttered folder of receipts. Not 17 spreadsheets you downloaded for free. Not a mental checklist you run through while brushing your teeth. A real system. One that actually fits your life, your rhythm, and your goals.

And that’s exactly why I built the Business Finance Starter Kit.

In this post, I’m going to walk you through every single part of the kit, why it matters, and how it can transform the way you handle money in your business—without the stress, confusion, or overwhelm.

But first, let me tell you how this all started.

The Moment That Sparked This Toolkit

I was working late, again. It was a Thursday night. I had just finished helping a client set up their financial reporting, and I opened my own budget… only to realize I hadn’t updated it in over a month.

I laughed out loud.

Here I was, an accountant, someone who helps others organize their money—and I was completely out of touch with my own numbers. Not because I didn’t know how to do it. But because I hadn’t built a system that made it easy.

My setup wasn’t designed for me as a busy entrepreneur. It was built for someone who had more time, more energy, and fewer roles to juggle.

So I asked myself: What would I need to stay organized if I were just getting started?

And that question became the foundation of the Starter Kit.

Who This Kit Is For

Before we dive into what’s inside, let’s get clear on who this is made for.

• You’re a small business owner, freelancer, or content creator

• You don’t have a finance team (yet)

• You want to feel confident, clear, and in control of your money

• You’re tired of winging it or avoiding your numbers altogether

This kit is especially powerful if:

• You’ve tried using spreadsheets but found them confusing or incomplete

• You’ve been meaning to "get organized" but don’t know where to start

• You want something that doesn’t just track the past, but helps you plan for the future

Sound familiar? Then you’re in the right place.

The Philosophy Behind the Kit

I didn’t want to give you a bunch of tools and say, “Good luck.”

I wanted to create a system. Something cohesive. Something you can plug into right away and actually use—no matter what stage your business is in.

That’s why every tool in this kit is designed to answer one of the following questions:

1. Where is my money coming from?

2. Where is my money going?

3. How can I plan smarter?

4. What do I need to keep an eye on?

5. How can I make better decisions moving forward?

With that in mind, here’s exactly what’s included.

A Look Inside the Business Finance Starter Kit

1. The Financial Systems for Small Businesses Ebook

This is your roadmap. In this beautifully designed (and super practical) ebook, I break down:

• The 5 pillars of a solid financial system

• Why most small businesses fail financially (and how to avoid it)

• How to create a financial dashboard you actually use

• What metrics actually matter when you’re just starting out

• Step-by-step examples of how to apply the system to your business

You’ll get both inspiration and actionable steps—no fluff, no jargon.

2. The Business Budget Template

This is the heart of your financial planning. I designed this spreadsheet to be:

• Easy to customize

• Clear and color-coded

• Aligned with the way creative entrepreneurs think

You can plug in your revenue goals, fixed and variable expenses, and get a quick snapshot of whether you’re on track—every single month.

Plus, it helps you:

• Plan launches and product cycles

• Prepare for slow seasons

• Calculate how much you can pay yourself

3. Cashflow Tracker

Cashflow is where most entrepreneurs get stuck. This tool helps you track the real-time movement of money in and out of your business.

You can:

• Track income from multiple sources

• Log expenses by category

• Monitor cash reserves and see trends over time

It’s like your business heartbeat—and once you start using it, you’ll never want to go without it again.

4. Invoice + Expense Tracker

Tired of missing invoices? Me too. That’s why this tool is a must.

With it, you can:

• Log every invoice you send (and check if it was paid)

• Track business subscriptions (and cancel what you don’t use)

• Stay on top of tax-deductible expenses throughout the year

This alone can save you hours of stress when tax time comes.

5. Monthly Finance Checklist

I live by this. It’s a simple 1-page checklist you review at the end of each month. It helps you:

• Reflect on how the month went financially

• Prep for the month ahead

• Catch any red flags before they become problems

And because it’s repeatable, it builds confidence. The more often you review your finances, the less scary they become.

6. Quick Start Guide

Because I know that downloading a bunch of files can feel overwhelming, I created a guide to help you:

• Set everything up step-by-step

• Choose what to use first based on where you’re at

• Create a 30-minute weekly workflow to stay consistent

You don’t need to implement everything at once. I’ll show you how to build your system gradually so it sticks.

How This Toolkit Changed the Way I Run My Business

Before I used this system, I made decisions based on vibes.

Now, I make decisions based on facts.

I know how much money is coming in next week. I know when to cut expenses. I know when I can invest. And best of all—I feel peace around my business finances. That is priceless.

And if I can feel this way? You absolutely can too.

Ready to Feel That Clarity Too?

The Business Finance Starter Kit isn’t just a bunch of templates. It’s a pathway to financial confidence. One that was designed by someone who’s been on both sides: the expert and the overwhelmed entrepreneur.

🎯 Join the waitlist here and be first in line when the Starter Kit launches (you’ll also get early bird bonuses):
👉 https://www.focusconquer.com/business-finance-starter-kit

Your numbers don’t have to be scary. Let’s make them powerful.