Small Business Bookkeeping Bundle | Bookkeeping Spreadsheet, Invoice Template, Inventory Tracker & Tax Write-Off Organizer

A small business bookkeeping bundle that replaces the monthly software bill

Accounting software is built for businesses with accountants. If you run a small shop, a service business or an online store, most of those features just get in the way, and the subscription keeps coming out of your account every month. What you really need is simpler. You need to know what came in, what went out, who still owes you, what’s on the shelf and what you can claim at tax time.

The Small Business Bookkeeping Bundle covers those five questions with four spreadsheets. They’re built to be used by the owner, not a finance team, and you pay once.

What’s inside

1. Ledgerlume Small Business Bookkeeping Spreadsheet ($24.99 alone)

Ledgerlume is the core of your books. Every sale and every expense goes into one simple log. From there it builds a profit and loss statement, a cash flow view and nine dashboards that show revenue, expenses, profit by month and spending by category. There’s a sales tax center that tracks what you’ve collected and what you owe, an invoice tracker, a mileage log and a quarterly tax tracker.

It also includes a business budget, so you can set targets and see how you’re tracking against them. An example business workbook shows a full year filled in, which is the fastest way to learn the layout.

2. Paidmark Invoice Template ($21.99)

Getting paid on time starts with a professional invoice. Paidmark creates invoices, estimates and quotes, receipts and credit notes from one client and product list, with your logo and payment terms. Every document is logged automatically.

The payment tracker shows which invoices are paid, partly paid or overdue. The aging report groups unpaid invoices by how late they are, 30, 60 and 90 days plus, so you know exactly who to chase this week. There’s also a client statement you can send to anyone with more than one open invoice.

3. Binsight Inventory Management Spreadsheet ($8.50)

If you sell physical products, stock is money sitting on a shelf. Binsight tracks every item with its cost, selling price and quantity, across more than one location if you need it. Set a reorder point and it flags items running low. It creates purchase orders to send to suppliers and runs an ABC analysis that shows which products bring in most of your revenue, so you know what to never run out of.

4. Deductory Tax Write-Off Organizer ($7.25)

Deductory makes sure you don’t leave money on the table at tax time. Log business expenses through the year and it sorts them into tax categories, builds a Schedule C style summary and plans your quarterly estimated payments. It includes a mileage log and a home office calculator. The bonus missed write-offs cheat sheet lists deductions small business owners often forget.

How it all connects

1. Sales: Create quotes and invoices in Paidmark. When a client pays, mark it paid.
2. Bookkeeping: Enter sales and expenses in Ledgerlume weekly. Check the dashboards monthly.
3. Stock: Update Binsight when stock comes in or goes out. Reorder when it flags low items.
4. Tax: Log deductible expenses in Deductory and pay quarterly estimates on time.

A weekly half hour keeps everything current. At year end, hand your accountant clean numbers instead of a carrier bag of receipts.

Who this suits

• Retail shops, market traders and online sellers
• Service businesses like cleaners, salons, tutors and consultants
• Makers and craft businesses that hold stock
• Sole traders and small teams who want clear books without monthly fees

If you run payroll for a large team or need multi-entity accounting, full accounting software will serve you better.

Formats and compatibility

• Excel (.xlsx) workbooks, compatible with Google Sheets
• Example files for Ledgerlume and Deductory
• Google Sheets setup guide, user guides and a bonus cheat sheet in US Letter and A4

Digital download only. Nothing is shipped.

Frequently asked questions

Can I add my logo to invoices?
Yes. Paidmark has a logo spot and editable business details.

Does it handle VAT or GST instead of sales tax?
Yes. Set your own tax rate and rename the label.

Is it multi-currency?
You can use any currency. Pick one per workbook.

Can my bookkeeper access it?
Yes. Share the Google Sheets versions with them.

What clean books actually do for a small business

Bookkeeping feels like admin, so it’s the first thing to slide when you’re busy. That’s a mistake, and it’s an expensive one. Without current numbers you’re guessing. You can’t tell which products or services make money and which just keep you busy. You can’t tell whether a slow month is a blip or the start of a trend. And when a bank, a landlord or a funding programme asks for a profit and loss statement, you’re stuck pulling one together at the last minute.

With this bundle kept up to date, you can answer the important questions in a couple of minutes. What was profit last quarter? Which client owes the most? Which stock item ties up the most cash? How much should go aside for tax this month? Those answers lead to better decisions: raising a price, dropping a slow product, chasing an invoice before it turns into a bad debt.

It also makes your accountant’s job faster. Many accountants charge by the hour, so handing over organised spreadsheets instead of a pile of statements can cut your year-end bill on its own.

Getting set up in one afternoon

Start with Ledgerlume. Add your business name, tax rate, starting bank balance and your main income and expense categories. Next, load your clients and products into Paidmark. Then enter your current stock into Binsight with a reorder point for each item. Finally, open Deductory and set your tax year. After that, every new sale, invoice or expense has a place to go.

The price

Separately, these four products cost $62.73. The bundle is $46.99. You save $15.74, or 25%.