DIY Bank Reconciliation Worksheet

Reconcile with Confidence — Without the Headache

You started your business to follow your passion—not to untangle messy financials every month. QuickBooks may say you’re “reconciled,” but when your gut says something’s not right, it’s hard to know where to begin.

Enter the DIY Bank Reconciliation Worksheet—a smart, Excel-based tool built for small business owners and solopreneurs. It picks up where QuickBooks Online leaves off, flagging unreconciled transactions, surfacing hidden issues, and guiding you step-by-step through resolution.

You’re never alone with this. Your first 30 minutes of 1:1 support is free, and ongoing coaching is available if you want extra clarity or a financial accountability buddy. Setup instructions, tutorial videos, and a booking link come included with your intro email.

Take the stress out of reconciliation. Get back to what you do best—running your business.