Struggling To Make Your Money Work For You?
Track, manage, forecast your finances with our EasyTracker for Small Businesses. Empower your financial decisions.
Created and approved by Stefanie Ricchio CPA & and Finance/Tax Expert.
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Did you know that 38% of businesses fail because they run out of cash?
Our Financial Tracker for Small Businesses is designed to help you maintain financial order, craft budgets, and refine spending habits.
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THERE IS HOPE
You Can Be In Control of Your Finances!
This small business bookkeeping template is easy to use for your small business or for personal bookkeeping. Track your annual and monthly income and expenses all in one place with this template. This easy bookkeeping spreadsheet template download can be opened in Google Sheets or you can download as an Excel file from Google Sheets. Aesthetically pleasing and ready to use, you just need to enter your numbers and everything will be automatically calculated for you. With a simple dashboard you can see everything in one place.
Fully customizable if you want to change colors, font, or add (up to 30) custom categories.
You can also easily link and track your invoices/receipts in your income/expense trackers.
- Access this easy spreadsheet finance tracker from your phone or laptop.
- Enter your sales and expense info quick and easy.
- Let the sheet do ALL the math. You're welcome!
- Click on your dashboards to see ALL your trends.
- Stop making excuses and start making informed decisions!
Yes, It Really Is Possible!
Stefanie has worked with companies of all sizes, all over the world, she knows this is all you needed to get started!
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Whatâs Included â
- You will receive a PDF download containing a link you will click to receive the Google Sheet template
- Google Sheets workbook with 5 tabs (Instructions, Start, Income, Expenses, Annual Summary, and Monthly Summary)
Your files will be available to download once payment is processed.
Download Now!INTRODUCING
EasyTracker Finance Tool
You Are Ready To Take Control of Your Financial Future?
This is your solution to track your business income, expense, and profit! It is time to take control and not wait for tax time! Youâll learn how to:
- Track Income, Expense & Gross Profit in easy to follow Dashboards.
- Spot the trends immediately, take action early.
- Use your monthly checklist to keep you on track and up to date!
Own your finances, make smart money moves!

This Tool Is For You If...
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You wait until tax time to see Income, Expense & Profit
- You want to trend your spending
- You want some clean data to pass over to your accountant
- You want to grow your business!
NICE TO MEET YOU
I'm Stefanie Ricchio CPA, CGA
I'm a Toronto based CPA who works with businesses looking to automate their business systems and implement the latest digital solutions to grow and scale their businesses.Â
I am also is a Financial Literacy advocate working with charities and organizations across Canada to support Canadians in understanding finance and tax. You may have seen me around as TurboTax Spokesperson for Tax Year 2023.
Now I use what I've learned over 25+ years to help people just like you find financial freedom but making the best financial decisions. Iâll show you how to track and follow your money, and make it work better for you!


"Time to level up your financial game! EasyTracker makes it easy to monitor income and expenses and be in control. "
-Â G, Small Business Owner

"EasyTracker to the guesswork out of my business, I could finally answer if I was making money or not!"
-Â M, Small Business Owner

"I can't afford accounting help just yet in my startup. EasyTracker gives me quick access to some financial data that I need to build. When I am ready to grow, I can transfer easily."
- T, Startup Owner
Who We Work With:
