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How to Create a Simple Financial Dashboard for Your Small Business
Small business owners spend over 20 hours per month on financial tasks, yet 46% still do not review their financial reports monthly (SCORE). A financial dashboard changes that by putting income, expenses, savings, debt, and net worth into one view. This guide walks through what belongs on your dashboard, how to build one in 30 minutes using Google Sheets or Money Mastery, and how to use the reports to have a real conversation with your money. Because 82% of businesses that fa

Donna Roggio
Jun 817 min read


35 Business Expense Categories Every Small Business Owner Should Be Tracking
Most small business owners track expenses in broad buckets like "business stuff" or "miscellaneous." The problem is that broad categories hide the details that actually help you make decisions. This post gives you 35 specific business expense categories with descriptions, explains why granular tracking reveals spending patterns, and shows you how to set up categories that work for taxes, reporting, and real financial clarity.

Donna Roggio
May 188 min read


How to Track Where Your Money Goes in 15 Minutes a Week
If you've ever looked at your bank balance and wondered where your money actually goes, you're not alone. The issue isn't discipline. It's visibility. This post covers three approaches to money tracking (manual, app-based, and system-based), explains when each one works best, and gives you a simple way to start seeing your full financial picture this week. No overhaul required. Just one small step toward clarity.

Donna Roggio
May 158 min read
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