Is DIY Bookkeeping Right for You? A Guide for Solopreneurs and Creatives

When you’re just starting out as a solopreneur, whether you're a content creator, social media manager, photographer, or creative agency owner—you’re wearing every hat. You’re the CEO, the marketing team, the client services department, and yes, even the bookkeeper. And while hiring a professional to manage your books may be ideal, it might not be financially realistic just yet.

So what do you do when you’re in that in-between stage, where your business is growing, but not quite ready to outsource?

DIY Bookkeeping Might Be Right for You If...

• You’re just getting started and managing a tight budget

• You have only a few clients or income streams to track

• You’re looking to build solid financial habits before outsourcing

• You’re committed to staying organized and on top of your numbers

Even if you’re not ready for a bookkeeper yet, it’s absolutely essential to start tracking your income and expenses. Good habits now will save you stress (and money) down the road.

Tips for DIY Bookkeeping Success

1. Separate Your Business and Personal Finances
   Open a separate bank account for your business. This makes it easier to track your expenses and keeps things clean for tax time.

2. Track Everything
   Every time money comes in or goes out, write it down. Don’t rely on your memory or your bank app alone.

3. Review Monthly
   Set a recurring monthly date with yourself to review your income and expenses. This helps you stay on top of cash flow and avoid surprises.

4. Use the Right Tools
   You don’t need fancy software, just the right spreadsheets can do the job.

Our DIY Bookkeeping Tools Make It Easy

We created simple, effective tools for solopreneurs like you who are managing their own books:

• Ultimate Bookkeeping Spreadsheet ($29): Perfect for tracking monthly income and expenses, client payments, and deductions in one easy-to-use place.

• Annual Budget Spreadsheet ($17): Ideal for planning your year, forecasting revenue, and staying aligned with your financial goals.

Both are available now in our online store, and they’re designed with creatives in mind, no accounting jargon, just clear, actionable tools to help you stay organized and in control.

Get the Support You Need (Even Before You Hire a Bookkeeper)

DIY doesn’t mean you’re on your own. With the right tools, a little consistency, and a clear system, you can feel confident about your finances while you grow.

🛒 Head to our store now to grab your DIY bookkeeping spreadsheets and start building the financial foundation your business needs to thrive. You’ve got this! And we’ve got your back when you’re ready for the next step.