Small Business Bookkeeping Spreadsheet Template for Excel and Google Sheets

Small Business Bookkeeping Template Spreadsheet for Income and Expense, Bookkeeping Spreadsheet, Income and Expense Business, Google Sheets Template, Excel Spreadsheet, Profit and Loss, Business Accounting, Sales Tax Tracker, Accounting Ledger Template, Business Planner

All-in-One Bookkeeping Template for Excel & Google Sheets

Includes: Profit & Loss Report, Sales Tax Tracker, and Accounting Ledger

Easily manage your business finances with this powerful and beginner-friendly template. Track income, expenses, and profit without any hassle. Featuring a comprehensive 5-year dashboard with monthly, yearly, and overall insights, it simplifies your entire accounting process. Just log your transactions—calculations are done automatically. Built specifically for small business owners, this tool brings clarity and confidence to your bookkeeping routine.

Features:

• Quick & Easy Setup in Just a Few Steps
• 5-Year Analytics to Track Business Growth
• All-in-One Financial Overview Dashboard
• Supports Multiple Bank Accounts
• Tracks Profits, Expenses, and Tax Reporting
• Budget Management and Forecasting
• Interactive Dashboards for Monthly, Annual & Long-Term Analysis
• Global Tax Reporting Integration

Easy Setup:

• Choose your Year, Currency, and Tax Type
• Set Profit Targets & Expense Budgets
• Define Income Sources & Expense Categories

Monthly & Annual Dashboards:

• Visualize monthly profit and expense flows
• Dynamic graphs for key performance metrics
• Compare growth over time with ease

Financial Year Overview:

• Fiscal-year-based tracking for smarter planning
• Get annual summaries of income, expenses, and profit
• Perfect for setting yearly financial goals

5-Year Forecasting:

• Monitor trends in revenue and expenses
• Analyze net income and business growth by category
• Long-term planning made simple

Income & Expense Tracker:

• Built-in multi-currency conversion
• Organized by products, services, and categories
• Designed for tax accuracy and reporting needs

WHAT’S INCLUDED?

• Step-by-step instructions 
• 4 Templates of Spreadsheets
• Sample Google Sheet with Mock Data
• Blank Google Sheet
• Sample Excel with Mock Data
• Blank Excel
• Editable in Google Sheets and Microsoft Excel
• Compatible with MAC, PC, Phones, or Tablets

HOW IT WORKS & REQUIREMENTS

YOU WILL NEED:

• A device to access Google Sheets or Microsoft Excel
• A Google Account (if using Google Sheets)
• Microsoft Excel software (if using Excel)
• Basic computer skills

HOW IT WORKS:

• Purchase and download instantly.
• Open the PDF file to access the Google Sheet link.
• Download the Excel template.
• Open the spreadsheet and start planning!

IMPORTANT TO KNOW:

• This is a digital download; no physical items will be shipped.
• Due to the nature of digital products, all sales are final, and refunds are not available.

COLOR DISCLAIMER:

Please note that colors in the spreadsheet may vary slightly due to screen display differences on your device. This can include variations in color on phones, tablets, and computers.

Note: For the best experience, we recommend using a desktop or laptop for full editing capabilities.