Tracking your business finances doesn’t have to feel overwhelming.
In this live Build With Me session, I’m showing you how I built my business budget tracker in Trello—a simple, flexible system designed to help you track revenue and expenses with ease throughout the year.
Together, we’ll build:
A Profit & Loss (P&L) list to monitor income clearly
An expense tracker organized by category, making it easy to export and share with your CPA
A practical setup you can start using immediately—even if you’re just getting organized for the year
This class is ideal if you want to:
— Feel more prepared and confident heading into tax season
— Reduce the mental load around business finances
— Create a repeatable system instead of scrambling at year-end
— Use Trello as a calm, centralized place for financial tracking
February is the perfect time to put this in place—early enough to build momentum for the year, and right when tax preparation is top of mind. Join me live, build alongside me, and walk away with a Trello system that helps you track revenue and expenses with ease—so tax time can truly feel simpler.
Don’t have time to watch it right now? That’s ok! Just make sure you Pin It for later! Let me know in the comments and I will put it on my list for a future video!
I’m Kelly, your Tech-Savvy Business Mentor!
I help you find & maintain Solopreneur balance while growing a thriving business.
Learn more about the Tech-Savvy Academy at https://kellylgabel.com.
Let it be Easy,
*Heads up…there are a lot of links on my blog! Business tools are not one-size-fits-all, so I’m going to talk to you about what I think are your best options. If you choose to purchase through an affiliate link, I may receive a small commission at no additional cost to you. You can see my disclaimer here.Â
