Small Business Bookkeeping

• Keep all your financial records in one place
• Avoid errors with built-in protections and auto-calculations
• Stay organized with structured categories, dropdowns, and date filters
• Track cash flow, tax obligations, and profitability over time
• Compare performance across months, quarters, or custom timeframes
• Easily prepare for tax season with clean records and summary tabs
• Designed for clarity, so you can actually understand your numbers
  
  

You’ll spend less time stressing about spreadsheets and more time focusing on your business.

This template is perfect for:

• Freelancers tracking income from clients, platforms, and gigs
• Ecommerce sellers who want better visibility across platforms like Etsy, Shopify, or Amazon
• Creative entrepreneurs, designers, coaches, content creators, who need a streamlined way to manage business finances
• Small business owners looking to DIY their bookkeeping without hiring an accountant
• Service-based providers (like photographers, consultants, therapists) who want to track taxes, invoices, and revenue goals in one place
  
  

No accounting knowledge required, if you can use a spreadsheet, you can use this.

The spreadsheet is broken down into clear, functional tabs that walk you through everything from setup to performance analysis:

• Setup Tab: Define your currency, tax rate, profit goals, and income/expense categories (up to 50 each).
• Bank Accounts Tab: Track your cash, checking, savings, and credit card balances, including transfers and adjustments.
• Income & Expense Trackers: Log all transactions with dates, categories, tax info, accounts, and notes. Checkboxes let you mark transactions as paid or received.
• Mileage Tracker: Enter business trips and auto-calculate deductions using customizable mileage rates.
• Dashboards: Instantly view monthly, quarterly, yearly, and even custom date-range overviews of your income, expenses, tax collection, and profit margins, complete with charts and performance comparisons.
• Tax Tracker: Monitor taxes collected vs. paid across a 12-month span.
• Balance Sheet: Build your 5-year balance sheet by defining assets, liabilities, and equity, ideal for reporting or investor reviews.
  
  

Each section is thoughtfully automated and designed to minimize errors while maximizing clarity.

Bookkeeping doesn’t have to feel overwhelming. This Small Business Bookkeeping Spreadsheet was designed specifically for solopreneurs, freelancers, and small business owners who want a simple yet powerful way to stay on top of their finances, without needing accounting software or a finance degree.

What sets it apart? It’s built with automation, clarity, and flexibility in mind. Every tab is structured to guide you through clean, consistent bookkeeping practices, while protecting key formulas behind the scenes so you don’t have to worry about breaking anything. Color-coded cells help you know exactly what you can and can’t edit, and built-in error checks help prevent common mistakes like overlapping date ranges or miscategorized expenses.

With dedicated dashboards for monthly, quarterly, annual, and even custom performance tracking, this spreadsheet gives you real-time insight into your finances, no extra tools required.

You’ll receive both a Google Sheets and an Excel version of the bookkeeping spreadsheet, so you can choose the platform that works best for you.

Both formats include the same functionality and are fully editable (where appropriate). Google Sheets users will enjoy features like clickable calendars and real-time cloud access, while Excel users can work offline just as efficiently.

Upon purchase, you’ll get a downloadable ZIP folder containing:

• Google Sheets access link
• Excel (.xlsx) file
• Step-by-step video tutorial

Quick setup instructions

✓ Product developed with the latest Excel version (Office 365) Desktop App. Older versions might not be able to support all the features.
✓ This product is only available in English

This design and this spreadsheet is copyrighted by Priori Digital Studio. Your purchase of this product is for personal use only and commercial/public use of any kind is strictly prohibited. It is prohibited to resell, share, reproduce this product or distribute this product, either in part or in full, with or without modifications.