Simple Tools.
Clear Guidance.
Better Bookkeeping.
Bookkeeping doesn’t have to feel complicated. I created these resources to help small business owners, solopreneurs, and beginners stay organized, understand their numbers, and build better bookkeeping habits—without spending hours trying to figure everything out.
Get the Free Checklist →Weekly Bookkeeping Checklist
Free Weekly Bookkeeping Checklist
Not sure what you should actually be doing every week? This simple checklist walks you through the most important bookkeeping tasks so you can stay organized and avoid falling behind.
- Keep your transactions organized
- Review your business activity
- Stay on top of receipts and expenses
- Catch mistakes earlier
- Make month-end bookkeeping easier
- Build a simple weekly routine
Bookkeeping Templates
Simple tools to keep your business organized. You don’t need complicated spreadsheets or systems. These templates are designed to help you organize your financial information and create simple routines you can actually maintain.
Monthly Bookkeeping Checklist
Know exactly what to review before closing out each month.
View Resource →Income & Expense Organizer
Keep track of money coming in and going out of your business.
View Resource →Bookkeeping Setup Checklist
A step-by-step guide for getting your bookkeeping system organized.
View Resource →Receipt Organization System
Create a simple process for saving and organizing your business receipts.
View Resource →Learn QuickBooks
QuickBooks doesn’t have to be intimidating. If you’re using QuickBooks for your business but aren’t sure whether you’re doing things correctly, these resources are designed to help.
I break QuickBooks down into simple, practical steps without confusing accounting terminology.
- Set up QuickBooks correctly
- Connect your bank accounts
- Categorize transactions
- Organize your chart of accounts
- Record income and expenses
- Reconcile your accounts
- Understand your reports
- Create a simple bookkeeping routine
Mini Courses
Want more guidance but aren’t ready for one-on-one bookkeeping support? These mini courses are designed for small business owners who want practical, step-by-step instruction they can follow on their own schedule.
Bookkeeping Basics for Small Business Owners
Learn the fundamentals every business owner should understand about income, expenses, bookkeeping, and financial reports.
QuickBooks for Beginners
Learn how to set up and use QuickBooks without feeling overwhelmed.
The 30-Minute Bookkeeping Routine
Create a simple system for keeping your books organized without spending hours every week.
New to Bookkeeping?
Start Here.
If words like reconciliation, chart of accounts, or profit and loss statement make you want to close your laptop, you’re not alone.
You don’t need to become an accountant to understand your business finances. You just need someone to explain them in a way that makes sense.
That’s exactly why I created Simple Books with Lenara.
Learn the Basics →Separate your business and personal finances.
Track your business income.
Record and categorize your expenses.
Reconcile your accounts regularly.
Review your financial reports.
Create a simple routine you can repeat every week.
Need More Than a Template?
Sometimes a checklist is enough. Sometimes you need someone to look at your books with you.
You Don’t Have to Figure It Out Alone.
If you need help getting organized, setting up QuickBooks, cleaning up your books, or managing your bookkeeping each month, I offer personalized support too.
Explore Bookkeeping Services →