Small Business Bookkeeping Spreadsheet Bundle Plan

$3.00

Keep on top of your money without paying for accounting software. This Excel bookkeeping template tracks your income, expenses, invoices and tax in one file, and does the maths for you. Type in what you earn and spend, and the dashboard, profit and loss, and tax estimate update on their own. Built for freelancers, coaches and small business owners. No formulas to write, no monthly fee. Works in Excel, and it opens in Google Sheets too.

Most small business owners fall into one of two camps. Either you’re paying a monthly fee for software with fifty features you never touch, or your “books” are a shoebox of receipts and a vague sense of dread come tax time. This sits in the middle. It’s a proper bookkeeping system, but it lives in one spreadsheet you already know how to use.
Everything runs off three simple sheets: money in, money out, and transfers. You type a line in, pick a category from the dropdown, and that’s it. Behind the scenes the file pulls those entries into a running register, a monthly profit and loss, category breakdowns, an invoice tracker, and a dashboard that shows you where you stand at a glance.
The invoice tracker is the part people tend to like most. It shows what’s been paid, what’s still owed, and how many days an invoice is overdue, so chasing late payers stops being guesswork. There’s a tax estimate sheet as well that sets aside a share of your profit at whatever rate applies to you, which means no nasty surprise when the bill lands.
You don’t need to be an Excel person. The file comes filled with a sample business so you can see exactly how everything works on first open. When you’re ready, you clear the example rows and drop in your own numbers. The reports keep working. Nothing to rebuild.
Buy it once, use it every year. No subscription, no login, no internet needed.

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