Yes! That’s exactly who this was built for. We kept it simple and super effective. No scary formulas, no jargon, no finance bro energy. If you can copy and paste, you’ve got this.

We break it all down step-by-step with simple templates, short videos, and real talk—so even if numbers make you want to cry, you’ll finally feel in control.

Nope. All you need to organize your business finances and track your income and expenses is Google Sheets (or Excel if you’re old-school). We keep things simple, low-cost, and zero-tech overwhelm. (This will work for you, even if you've never used a spreadsheet before!)

Not at all. Tracking is part of it, but we also show you how to plan ahead, avoid tax-time panic by having your tax prep done and ready for your tax pro, and feeling confident to make business decisions based on your numbers.

This is about being confident with your money—not just recording it.

Most templates assume you know accounting (spoiler: you don’t have to). We designed this with plain English, pre-built formulas, and step-by-step walkthroughs—so you’ll actually use it.

The Profit Pulse Tracker was designed by entrepreneurs for entrepreneurs who want clarity, not jargon. We bring the numbers down to earth—and even make it a little fun.

Then this is the perfect time to start. Understanding your numbers from day one sets you up for smarter decisions, faster growth, and way fewer “oops” moments later on. Start now, thank yourself later.

Absolutely! This was made for founders like you—coaches, creatives, freelancers, service providers—anyone who wants to run a real, profitable business without drowning in their numbers.

If you're a service based business using one bank account / payment gateway or two with the optional upgrade and you're not registered (or required to be registered) for VAT/GST/ Sales Tax yet, this is perfect for you!

Not quite—this tracker is built for service-based businesses, so it doesn’t handle inventory or shipping. If you sell products, you’ll want our Product Biz Financial Tracker instead. It’s made just for you. 👇 LINK

It’s perfect for DIYing your books—until you’re ready to hand them off. This tool does the heavy lifting — tracking your income and expenses so you save time, money, and stress. It keeps you tax-ready without the usual bookkeeping bills.

When it’s time to file your taxes, hand everything over to your tax pro (CPA) for a quick once-over. That way, all your deductions — especially the tricky ones like depreciation, home office, or fuel — are 100% accurate. No wasted hours (or $$$) on data entry. Just focused support on the stuff that really counts — like getting you more tax back.

Need more than a simple tracker? Already hit VAT or Sales Tax limits? Want to offload your books as your business grows? Apply to work with us here.

Disclaimer: This tool helps organise your data — it’s not a substitute for professional tax advice. Always have your tax pro review the complex stuff before filing.

You won’t be left hanging. You get training videos, examples, and simple instructions that click. Most people feel more in control within 30 minutes.

And if you want even more support? You’ll have the option to join our monthly Profitable CEO Bookkeeping Membership or book a power hour for 1:1 support, or you can upgrade to one of our done-for-you bookkeeping packages at any time.

But honestly—most people are shocked at how easy this feels once it’s broken down. If you can copy and paste, you can do this!

Yep! While tax rules vary, the foundations of tracking income, expenses, and profit apply globally. You may need to adjust tax rates, but the system itself is universal.

Your business finances have never been so simple and so organized!

Oh and in our upgrades we have an awesome tax calculator you can grab that will calculate your tax deductibles in the US, CAN, UK, AU, NZ, and SA.

Since this is a digital product, there are no refunds—once you’ve got it, it’s yours for good. But honestly? If this tracker saves you from one missed tax deduction or last-minute panic, it’s already paid for itself. If you actually open it and use it, you’ll know your numbers better than ever. That’s my promise.

That said, I’m so confident in the Profit Pulse Tracker that I offer a 6-month Confidence Guarantee.

Just show me you gave it a fair shot. If you’ve genuinely used it for at least 4 months with your real business numbers and it hasn’t helped you feel more in control and tax-ready, I’ll give you a full refund.

The Profit Pulse Tracker was designed to help entrepreneurs take control of their business finances, say goodbye to surprise tax bills, and hello to confident money decisions!

See the full refund policy inside the Terms of Use.

Inside the Profit Pulse Tracker, you’ll get a simple, plug-and-play spreadsheet that helps you track income, expenses, and understand your numbers like a true CEO. No jargon. No confusion. Just pure clarity.

Here’s what’s inside:

✅ Plug-and-play Income & Expense Tracker – Effortlessly log your income and expenses.
✅ Built-in Dashboard – View monthly and yearly insights at a glance.
✅ Real-time Profit & Loss Report – Always know where your business stands.
✅ Auto-tax Estimates – Get tax projections for both company and personal taxes.
✅ Track Director-paid Expenses – Correctly track what you pay as the director.
✅ Know What’s Safe to Take Home – Get clarity on what you can actually pay yourself.
✅ Bank Account Reconciliation – Matches back to your bank, no creative math needed. And because we love giving value, we're also tossing in some killer bonuses to boost your CEO confidence:

🎁 Bonus #1: Personal Expense Tracker for Directors — Track what you pay on behalf of the biz

🎁 Bonus #2: Profit Payout Snapshot — Know what’s yours to spend without hurting the biz

🎁 Bonus #3: Setup Walkthrough — So easy, you’ll be done before your coffee goes cold

🎁 Special Limited Time Bonus: Live Setup Workshop — guided walk-through to get you up and running fast

💡 Profit Planning Cheatsheet – Know exactly how to pay yourself like a pro.
💡 Tax Time Checklist – Stay ahead of the game when tax season rolls around.
💡 WTF-to-CEO Confidence Map – A mini mindset reset to help you take full control of your cash.

And because we’re extra like that, you might even get some surprise bonuses along the way. 👀

Disclaimer: This tool does not replace professional accounting or tax advice. You remain responsible for your own filings and compliance.