You’re In — Here Is Your Owner Expense Tracker
I’ve also sent a copy to your inbox so you can find it later.
Here’s how to get value from each in the next 15 minutes.
Open the tracker and skim the Summary tab so you know what it covers.
Decide which year you want to start with (current tax year or last year) and gather your owner-paid expenses (home, vehicle, cell, and any other personal cards you use for business).
Update the tax year’s IRS rates appropriately.
Block off 15-30 minutes this week to enter a first pass; it’s much easier to maintain once you get the initial data in.
Want Help Wiring This Into Your Actual Books?
If you’d like a second set of eyes on how this fits with your QuickBooks Online and tax setup, I offer a short Owners Numbers Review where we:
Look at how you’re currently handling owner-paid expenses
Identify where you may be missing deductions or muddying your books
Map out how this tracker + your QBO should work together
What to Expect
I’ll send a few short emails over the next week showing how flippers are using these tools, and where most people get tripped up.
You can reply to any email with questions, or use the button above to grab a call.