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Small Business Finance Tools & Templates
Ready to learn how to manage your business finances with confidence?
If you’re ready to get a handle on your small business finances, you’re in the right place.
Every tool, template, and resource here was created by Jamie Trull—taking her knowledge as a CPA & Profit Strategist and breaking it down into simple, practical systems you can actually use in your business today.
From cash flow and profit tracking to tax strategy and step-by-step toolkits, everything is designed to help you understand your numbers, make confident decisions, and run a more profitable business.
Financial Worksheets & Templates
Profit & Loss Template and Dashboard
Our user-friendly and customizable template allows you to easily track your business’s financial performance without the need for specialized software or outside help. Whether you’re just starting out or have been in business for years, our template is the perfect solution for keeping your finances organized and on track.
Deluxe Cash Flow Forecast Template
This template makes managing both personal and business finances a breeze. With daily, weekly, and monthly views, it helps you track cash flow, plan payments, and avoid shortfalls—all in an easy-to-use Excel format. Customizable and simple, it’s your go-to tool for staying in control of your money without the hassle of complicated software.
Inventory Management Worksheet
Discover the power of simplicity with our NEW Inventory Worksheet, tailored for small business owners. This cost-effective tool offers comprehensive tracking and auto-calculation features, making inventory management a breeze. Say goodbye to overstock and stockouts, and hello to smarter financial planning.
Educational Programs
Financial Fitness Basics Program
Not sure where to start? This is it! FFB is a fully self-paced program meant to explain key concepts of finances, accounting, and taxes for self-employed individuals and small business owners. We look at the differences between entity structures, learn what a P&L and Balance Sheet are, and discuss different types of taxes. This program can be completed in as little as 3 hours. Learn about all the details and bonus offers here.
Signature Tax Saving Tools
Find Your Hidden Profit
The money is already in your business. Here is exactly where to look.
Most business owners assume the path to making more money is working harder, more hustle, more hours, and more sales. But after working with over 10,000 entrepreneurs, I can tell you that’s rarely where the real opportunity is hiding.
Hidden Profit (Simon & Schuster, 2025) breaks down how money actually moves through your business, where profit quietly disappears, and exactly how to start keeping more of what you earn. No finance background required. No shame about where you’re starting. Just the clarity you’ve been waiting for, finally in plain English, written specifically for you.
Because the profit you’ve been working so hard for? There’s a good chance it’s already there. You just need to go find it.
