Small Business Bookkeeping Spreadsheet
๐ Small Business Bookkeeping Spreadsheet Template
Track Income, Expenses, and Profit in Excel & Google Sheets
Effortlessly manage your business finances with this all-in-one bookkeeping template, built specifically for small business owners. Designed for both Google Sheets & Excel, it helps you stay organized with automated dashboards, tax tracking, and profit analysis โ all with a simple setup.
โ Whatโs Included:
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4 editable templates (Excel + Google Sheets)
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Sample sheets with mock data
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Blank templates for customization
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Step-by-step instructions (PDF)
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Compatible with Mac, PC, tablets, and phones
๐ก Key Features:
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๐งพ Profit & Loss, Sales Tax, and Accounting Ledger
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๐ 5-Year Business Dashboard โ Monthly, yearly & cumulative views
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๐ฆ Multi-Bank Account Tracking
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๐น Dynamic Dashboards โ Visual insights & KPIs
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๐ Multi-Currency Support
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๐ Goal Setting โ Set profit targets and expense budgets
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๐งฎ Global Tax Reporting Dashboard
๐ Dashboards & Trackers:
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Monthly & Annual Views โ Track income, expenses, and profit
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5-Year Forecast โ Monitor growth across categories and years
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Income & Expense Tracker โ Categorize by product/service or revenue stream
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Financial Year Summary โ Ideal for tax prep and year-end reporting
โ๏ธ How It Works:
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Purchase & instantly download the PDF with links
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Open the Google Sheet or download the Excel files
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Customize your dashboard and start entering your data
๐ Please Note:
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This is a digital product only โ nothing physical will be shipped
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No refunds due to the nature of digital files
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Colors may vary slightly depending on screen settings
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For full functionality, use on a desktop or laptop