Resources

The Self-Employed Starter Bundle

In this bundle you get all three of my most commonly downloaded pdfs, plus 3 video trainings for 23% less than buying them separately! This includes:

  1. Home Office Worksheet

  2. Income & Expense Worksheet

  3. Mileage Tracker

Each of the downloads can be used on their own or together, and the bundle is a great option if you’re working to prep your taxes for your accountant (or to make doing your own through TurboTax a breeze)! 

Home Office Worksheet

Did you know that a home office deduction can save you a thousands in taxable income per year? With this download, I include a video walkthrough for how to use the home office deduction worksheet, what counts, what doesn’t, and how to set your business up for success come tax time!

Income & Expense Worksheet

One of the most common questions I hear is “how do I know what to categorize my expenses as”? In this downloadable income and expense worksheet, I teach you the most common expense categories, what they mean, and how to use them the right way!

Mileage Tracker

Most business owners miss out on thousands of deductions by not claiming and documenting their business miles. This tracker and video training walks you through what information you need to audit proof your mileage claims, what mileage you can claim, and makes it simple to claim!

  • "I am not good with accounting or finances. It's just not my strong suit. I'm a creative and my brain isn't wired for it AT ALL. Using these worksheets really helped break it down in a way that was digestible and easy for me to understand. It normally takes me weeks to get my tax stuff organized and with Katelyn's worksheets, I was able to do it in a day or two!!"

    ~ Madeline

  • "I just wrapped up my first year in business, didn't have an accounting software in place, and wasn't sure what our how to categorize my business expenses for tax season. This Income & Expense Tracker alleviated so much stress! It's easy to use, customizable, and clean! Already planning to use it again for this next year."

    ~ Savannah

  • "I drive a fair amount for my business and hadn't ever found a good way to log that mileage--having a sheet premade that has this year's mileage rates was great for keeping me organized in my business. Thank you!"

    ~ Savannah

  • “Before I invested in Get Your Finance Shit Together with Katelyn, I had a lot of anxiety about taxes, and I felt like I needed help streamlining my finances.

    Then a friend referred me to Katelyn, and she seemed so real and genuine in her posts. I needed someone non-judgemental to help me get sorted out, just like Katelyn.

    In the program, Katelyn gave me the push to get things done that I was putting off because I felt lost and didn't really know where to start. If I had never taken GYFST, I’d probably still be sitting around full of anxiety over my business finances and whether I'm filing taxes correctly. Now I have answers and the tools to confidently get it all done!”

    ~Murphy Redmond

  • “I can literally legally keep my finances together after taking Katelyn’s program, which feels awesome. On a brand level, I appreciate how simple my invoicing process is now, and I felt that gave me a better professional edge as well. I'm also not soooo scared now to actually keep some of my money!”

    ~Erin Schaal