I will build a monthly income and expense tracker in google sheets

Running a private practice, solo business, or small nonprofit means wearing every hat. The last thing you need is a spreadsheet that breaks every time you touch it or a QuickBooks report that tells you nothing useful.

I build clean, simple Google Sheets financial tracking systems you can actually use month to month.

What you get:

• A clean data entry structure that does not require accounting knowledge
• Monthly income, expense, and profit tracking that updates automatically
• Guardrails so formulas do not break when you add new data
• A short walkthrough so you know exactly how to use it

I work primarily with therapists, social workers, coaches, and solo entrepreneurs who are done guessing at their numbers.

Before we start I will review your current spreadsheet or QuickBooks export to confirm fit. If I cannot help you I will tell you upfront.

MPH from UC Berkeley. 9 years building operational systems for complex organizations. Now helping smaller businesses get clarity on their numbers fast. I have worked with private practice therapists, nonprofit program managers, and solo consultants across the Bay Area and beyond. Every delivery includes a Zoom walkthrough so you are never stuck.