Your Business Bookkeeping — simplified.

Skip the paper shuffling and confusing accounting software and get your hands on the only spreadsheet you’ll ever need to gain control over your finances.

Introducing…

The Calculated Tax Planner

A guided, customizable spreadsheet to help you track your business finances and make tax preparation a breeze.

What comes to mind when you think about doing your business taxes each year?

Is it the sound of your printer spitting out pages and pages of bank statements? Is it the long days or nights scrambling to figure out how to use Quickbooks and categorize a year's worth of expenses? Is it the anxiety that you might have missed something or had a big-ticket item that is going unaccounted for?

 Let me guess…

Each year when tax season rolls around, you may be experiencing stress and frustration related to:

  • Uncertainty

    You finish each month feeling like the accomplished entrepreneur you are, but aren’t totally sure where you stand financially when it comes to your bottom line. Are there free trials you forgot to cancel? Not sure if you can afford that next big upgrade?

  • Inconsistency

    You tried all year to set aside time to go over your finances each month but the idea of actually doing it was less-than-appealing, so you told yourself you’d get to it later, and later, and later. Then, when it’s time to file your taxes, you have an entire year’s worth of documents to sift through.

  • Proficiency

    You tried a few accounting softwares but can’t seem to figure out how to connect your accounts properly, what the fancy accounting terms mean, and are nervous that something is messed up in the system! Categorizing everything is a nightmare, and you aren’t sure if there are things you’re missing to put you in the best financial position.

 But here’s the thing…

you’re not alone!

So many entrepreneurs have been exactly where you are, and
keeping track of your business income and expenses doesn’t have to be so complicated!

Staying on top of finances is the thorn in many business owners' sides, and it all comes to a head during tax season. But what if you could have…

  • Total confidence that your business taxes are done correctly?

  • Assurance that everything is accounted for and you’re not paying for anything you don’t need?

  • A monthly rinse-and-repeat process for staying on top of things that doesn’t take hours?

 You can have all of those things with

The Calculated Tax Planner

A comprehensive, editable spreadsheet that will give you an easily customizable, step-by-step plan of attack for your financial accounting - month after month, and year after year.

 Inside of this pre-programmed spreadsheet, you’ll find:

  • An easy-to-follow 8-step process for balancing your books each month with a video walkthrough for exactly how to do just that.

  • A ‘Yearly Totals’ tab that automatically populates important numbers so you can keep track of your financial progress and more accurately estimate your quarterly taxes.

  • A list of expense categories and descriptions for each so that you know exactly what charges get filed where.

Are you ready to finally understand your books and be 100% equipped to handle your business taxes?

 Meet Your CFO

Stephanie Manley has been in business for herself for 11 years, and has been in the accounting & tax industry for 25 years. She attended Georgia Southern University, is a Registered Tax Preparer with the IRS, and a QBO ProAdvisor.

It’s about more than just crunching numbers for Stephanie; she loves to help her clients implement great systems and workflows that simplify their businesses. She is there when they need someone in their corner to make those hard business decisions - essentially their teammate, cheerleader, and trusted advisor.

She created the Calculated Tax Planner to help entrepreneurs overcome the panic that they often experience when tax time comes around and develop healthy habits related to their finances, like:

  • Spending less time scrambling at the last minute

  • Gaining clarity around the money that they are actually making

  • Tracking their expenses - no more forgotten subscriptions 

  • Enjoying peace of mind over their finances

  • Being confident in their ability to make strategic business decisions

 This is NOT a complicated spreadsheet or overly-sophisticated accounting program.

It is made for entrepreneurs who have experienced frustration around complex accounting software and need a simple, streamlined, rinse-and-repeat process for organizing their financial information in preparation to complete their business taxes.

  • It includes a full video walkthrough on how to best utilize the spreadsheet

  • It will help you to quickly categorize your income and expenses for each month, the way the government wants to see it

  • It comes pre-programmed with all the functionality necessary to generate important numbers that will help you better understand your financial standing

 

 But don’t just take our word for it…

Take it from entrepreneurs just like you:

  • [My business finances] weren't in shape, at all! I was very new in my business, and I had no clue what to do with my business finances. [After using the Calculated Tax Planner, they were] organized and ready for my tax return! I felt so relieved and accomplished as a business owner.

    It was very easy to use. Everything was easy to find, and the excel spreadsheet did all of the calculating for me. Boom, bang, done!

    I had no organization previously, and it still took a short amount of time (not nearly as much as I anticipated and dreaded lol!). The Calculated Tax Planner made my life as a busy entrepreneur much easier. It was simple, organized, and easy to use, and saved me time that I could put into other business tasks. Not only did it save me time, but it also saved me money on my tax return! I would highly recommend using Stephanie's services and the Calculated Tax Planner to anyone looking to save time and get organized!

    — Jenni

  • [When asked about the shape her business finances were In before:] Terrible doesn’t even describe it. I had no idea where to even start or how to categorize things. [After:] I had a better idea of where I was spending money or splurging!

    I felt like I gained control of the unknown.

    Once I got the hang of what went where and why it was easy. I am a step-by-step person so having the instructions out to the side is great. And, it only took about an hour to organize one month of my business finances!

    I am a very small in-home daycare owner. I have never had to worry about doing the books. Just print my W-2 and I was done. The thought of having to give an accountant a years worth of information was overwhelming to say the least. I came across Stephanie Manley online and everything changed. The ease of her videos and conversation was so refreshing. Stephanie sent out the Calculated Tax Planner and my life changed. I had to ask a few questions, but overall the planner is self explanatory. Thank you Stephanie for changing tax season for me!

    — Windy

  • I was not keeping up with what I was spending. [After using the Calculated Tax Planner,] I felt more organized and I could actually see where my money was going and what I was spending it on.

    I really enjoy the planner it was easy to use and very helpful – especially how the totals automatically calculated and how it separates each expense.

    — Angela

  • [When asked about the shape her business finances were In before:] Unorganized. [After:] Organized and more understanding.

    I wouldn’t change anything. It’s very easy to use and helpful.

    It took maybe 20 minutes. to organize one month of my business finances. I love it. It keeps everything in order and prevents mistakes being made.

    — Amber

You may be wondering…

Is this for me? Will it work for my business?

The Calculated Tax Planner is great for folks who are self-employed or sole member LLCs, such as freelancers and service-based businesses (coaches, social media managers, yoga instructors, photographers, cleaning services, landscapers, massage therapists, child care services). It is not made for corporations, partnerships, businesses with a lot of inventory, or restaurants.

Do I need to be very proficient with editing spreadsheets?

Nope! The step-by-step program and video walkthrough will make it super simple. All the magic has been pre-programmed into the spreadsheet so there's no need to be a spreadsheet guru.

Am I going to have to do lots of math?

No math! The spreadsheet will do all the calculations for you.

How long do you think it will take to keep up with this each month?

It really depends on the number of transactions you have. Testers and previous users of the spreadsheet have reported, on average, 2 hours per month (some even less than that)!

 Are you ready to finally have clarity around your business finances and a simplified strategy to file your taxes?

Save yourself hours of paper-shuffling, heaps of stress, and endless frustration come tax time by downloading the Calculated Tax Planner - it’s the only financial planning spreadsheet you’ll ever need, and it costs less than just a single month of Quickbooks!

Have a question?

Get in touch using the form below, or simply email stephanie@calculatedprofits.com