Small Business Bookkeeping Spreadsheet – Profit & Loss Tracker | Sales Tax | Accounting Template | Excel & Google Sheets
Simplify Your Business Finances with Our All-in-One Bookkeeping Spreadsheet!
Designed for small business owners, freelancers, and entrepreneurs, this easy-to-use bookkeeping spreadsheet helps you track income, expenses, sales tax, and profit & loss — all in one place!
✅ Works with Microsoft Excel & Google Sheets – Both formats included for your convenience.
✅ Track 30 customizable income & expense categories with personalized tax rates.
✅ Visual dashboards make it easy to monitor monthly, quarterly, annual, and even 5-year financial performance.
✅ Set and track profit goals and gain deeper insights into your business performance.
✅ Category Dashboard helps you drill down into specific income or expense types.
✅ Comparison Dashboard lets you analyze income vs. expense over various date ranges or categories.
✅ Account Balance Dashboard included – track up to 20 accounts like checking, savings, or cash.
Whether you’re just starting out or scaling your business, this complete accounting template makes managing your finances clear and stress-free.
🔍 What’s Included:
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Excel file + PDF with link to Google Sheets version
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Step-by-step video tutorial on YouTube
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Instruction & Setup tab for easy onboarding
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Income Tracker tab to record revenue
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Expense Tracker tab to manage costs
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Monthly, Quarterly & Annual Dashboards with tax summaries
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Custom Date Range & 5-Year Overview Dashboards
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Comparison Dashboard – compare up to 3 different time periods
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Category Dashboard – analyze income/expenses by category
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Account Balance Dashboard – manage multiple accounts with ease
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Available in 4 different currencies
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Full customer support – Get a reply within one business day
🎯 Perfect for:
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Small business owners
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Etsy, Shopify, or eCommerce sellers
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Freelancers & service providers
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Consultants & coaches
Take control of your business finances today with this user-friendly, all-in-one bookkeeping solution!