Small Business Bookkeeping

QUICK LOOK — The only money spreadsheet your small business needs — log it once, and six dashboards do the rest. Google Sheets and Excel, four themes.

What's inside

• Eleven linked tabs — a complete bookkeeping system, from setup to reports.
• Six auto-filling dashboards — income, expenses, profit, margin and your monthly goal update live the second you type, with your #1 income source and #1 expense named for you.
• Income & expense journals — type four things (date, category, account, amount) and tax, net and every chart update themselves; dropdowns everywhere, pre-filled with sample data.
• Your own categories — add income and expense categories in Setup and they appear in every dropdown, table and chart.
• Invoices, mileage & reports — invoice tracking, a mileage log, and quarterly, annual, year-over-year and five-year reports, always current.
• Two bonuses — a Tax-Ready Seller guide and a printable Seller's Paper Kit.

What you get

• An Excel version (2016+, Windows & Mac) and a Google Sheets version.
• Four themes — Ocean, Pastel, Boho and Dark.
• A built-in currency switcher and a plain-English quick-start guide.
• Instant download, pay once, free updates.

Who it's for

• Sellers and small-business owners who want bookkeeping built for them, not for accountants.
• You want one place for income, expenses, invoices and mileage — with the reports your accountant asks for already built.
• You'd rather type four things a week than reconcile receipts in April.

How to start

1. Open your Excel or Google Sheets copy and read the quick-start.
2. Add your categories in Setup and delete the sample rows.
3. Log income and expenses as they happen — the dashboards and reports fill themselves in.