Fractional CFO Services, Bookkeeping, and Financial Coaching Services
Build a Business
That Gives You
Freedom
Freedom Sun helps entrepreneurs and leaders master your message, your money, and your momentum, with tools, coaching, and strategy to help you grow in alignment.
Clarity isn’t a luxury, it’s your growth strategy.
Whether your leading yourself or a team, it's important that you get clear on these 3 things to have more freedom in your life and in your business.
Message
Speak with power.
Learn how to show up clearly, confidently, and aligned with your voice, whether you're in a 1:1 Meeting or on a stage.
Money
Manage your Money like a Boss. Build the financial foundation your business needs, from pricing to cash flow to confident selling.
Momentum
Lead with intention.
Get strategic support to streamline your systems, strengthen your identity, and scale with ease.
Who We Support
Freedom Sun is a training and strategy company helping mission-driven leaders step into clarity, financially, operationally, and personally. We combine systems, strategy, communication skills, and business leadership into one holistic growth experience.
Entrepreneurs & Coaches
Courses and mentorship for small business owners ready to scale with clarity and integrity
Master your message so your clients understand exactly what you do
Sell with confidence and promote yourself with ease
Build a profitable business without burning out
Organizations and Teams
Custom team workshops focused on communication, leadership, and alignment
Improve management skills, strategic thinking, and leadership presence
Strengthen group influence, presentation skills, and public speaking
Master conflict resolution and emotional intelligence at work
MEET THE FOUNDER & CEO
Get a Partner You Can Trust
Hi, I’m Simone, CR, CPA, and founder of Freedom Sun.
At Freedom Sun, we are on a mission to help you step into the most successful version of yourself possible and build a profitable business.
We combine expert business systems, mindset work, and scalable strategy to support your business success.
Time Tested & Proven Results
For nearly two decades, I’ve helped entrepreneurs transform their businesses and lives by mastering money, pricing, and purpose.
"A clearer roadmap to success"
Every conversation with Simone leaves you feeling inspired and equipped with a clearer roadmap to success. Her enthusiasm is contagious, fueling you with the energy and motivation to take action. Meeting her has been a game-changer for me; she embodies the perfect blend of beauty, intelligence, kindness, and professionalism. Simone is an exceptional work companion, always ready to motivate and enlighten you on your journey! 10/10 recommend!
- Sofia, Sofia 7 Oficios
"Highly recommend this"
Your knowledge and your insights on how to scale a business and simplify its processes helped me look at my services from a different perspective, allowing me to start applying my expertise into other fields where there are growing business opportunities. - Liliana
"Confident in Financial Decisions"
Simone helped me work through a critical decision for my small business, reflecting both on financial and life direction goals. She encouraged me to reflect on inner values, alignment, as well as legal and financial factors. Her wisdom and guidance is an asset to anyone taking a new direction in their small business!
- Kate, CEO Arco Preloved
Massive Change in My Businesses
Simone' helped me improve the systems in my business and get crystal clear on my business and financial plan. She asks insightful and gives you actionable tips that are tailored to our needs.
- Ally, BossaNova
Check these articles
Our blog contains a lot of resources related to communication, growth, and business
The Best Small Business Spreadsheet for Income and Expenses (Free Template Inside)
The Best Small Business Spreadsheet for Income and Expenses
Running a small business is hard enough without wondering where your money went each month. If you’ve ever opened your bank account and thought, “I know I made money—but where is it?” …you’re not alone.
The truth is, most small business owners aren’t taught how to track income and expenses properly. That’s why I created a simple, plug-and-play spreadsheet to help you take control of your finances—without fancy software, complicated formulas, or accounting jargon.
In this post, I’ll walk you through:
What should go into your income & expense tracker
Why spreadsheets are ideal for small businesses
And how to get started today with a free download you can use immediately.
💸 Why You Need a Small Business Spreadsheet for Income and Expenses
Here’s the thing: not tracking your income and expenses doesn’t mean they don’t exist. It just means they’re in control—not you.
If you’re running your business from your gut, guessing at what’s “left over” at the end of each month, you’re likely:
Missing out on tax deductions
Overspending in areas you don’t realize
Underpaying yourself
And making decisions without real financial clarity
That’s where a simple spreadsheet becomes your best business partner.
✅ What to Include in Your Income & Expense Spreadsheet
A good small business spreadsheet for income and expenses should help you:
Track every dollar coming in (sales, services, subscriptions, etc.)
Categorize all your expenses (software, marketing, contractors, supplies)
Review your monthly profit (income minus expenses)
Spot patterns + leaks in your spending
Prepare for tax season with everything in one place
Here’s what I recommend including:
Income: Product sales, services, affiliate income
Fixed Expenses: oftware, subscriptions, rent
Variable Expenses: Contractors, marketing, supplies
Owner Pay: How much you’re paying yourself
Taxes Saved: A percentage you set aside each month
Monthly Profit: What’s actually left over
Why Spreadsheets Still Work (Especially for Small Businesses)
You don’t need to start with QuickBooks or complicated accounting tools. In fact, many small businesses fail to keep up with software because it’s too much too soon.
Spreadsheets are:
Free to use in Google Sheets or Excel
Flexible and easy to customize
Lightweight—no logins, no syncing
Perfect for solo founders, service providers, creatives, and early-stage entrepreneurs
A spreadsheet keeps it simple—and simplicity keeps you consistent.
Ready to Get Started?
You can download this spreadsheet here.
Download the Free Profit Blueprint
I created the Profit Blueprint to help you stop winging it and start making decisions with confidence.
When you download it, you’ll get:
A plug-and-play income & expense spreadsheet
A visual breakdown of the 4 key areas driving your profit
Reflection prompts to help you spot money leaks
Simple instructions to get clarity in under 20 minutes
👉 Download the Free Profit Blueprint
It’s 100% free and easy to start using todayl, even if you’re behind on your bookkeeping.
How to Use It Each Month (In Under 30 Minutes)
Open your spreadsheet and update your income for the month
Add your expenses, grouped by category
Check your monthly profit and note any overspending
Set aside your taxes + owner pay
Use the insights to adjust your budget, offers, or pricing next month
Want to make it a habit? Set a recurring calendar reminder on the last Friday of the month:
“Money CEO Time – 30 min check-in.”
You’ll be amazed at how much more powerful and in control you feel.
When to Upgrade from a Spreadsheet
A spreadsheet is a powerful starting point—but it does have limits.
It’s time to graduate when:
You you have multiple cards and transactions each month
When you want to analyze your numbers
When you want similicity and structure
When you're ready to grow, I offer a step-by-step course (Money Like a Boss) and 1:1 support for entrepreneurs who want systems that scale.
Don’t Let Your Finances Stay Fuzzy
You don’t need to become an accountant. You just need a system that shows you what’s really going on in your business—so you can lead it powerfully.
Download the Profit Blueprint, plug in your numbers, and feel the fog lift.
Get Weekly Insights to Grow with Clarity, Confidence, and Alignment
Growth Club is your go-to newsletter for business strategy, communication, and self-leadership.
Delivered weekly. No fluff. Just tools, truths, and bold reminders of what you’re here to build.
How to Land More Ideal Clients for Your Firm
Download Your Free Guide: