Small Business Bookkeeping Spreadsheet Template for Excel & Google Sheets

Small Business Bookkeeping Spreadsheet Template for Income and Expense Tracking in Excel & Google Sheets

Includes Profit and Loss, Sales Tax Tracker, and Accounting Ledger Template

Easily manage your business finances with this user-friendly Bookkeeping Template for Excel & Google Sheets. Keep track of your income, expenses, and profits effortlessly. Gain valuable insights into your business performance with a 5-year dashboard that features monthly, yearly, and cumulative tracking. Just input your transactions, and the template will handle the calculations for you! Designed specifically for small business owners, this accounting tool makes bookkeeping simple and efficient.

WHAT’S INCLUDED ?

– Detailed video tutorial on how to use this spreadsheet
– Step-by-step instructions
– 4 Templates of Spreadsheets
– One sample Excel spreadsheet with mock data
– An Excel spreadsheet with empty data
– A sample Google Sheets spreadsheet containing mock data
– A Google Sheets spreadsheet with empty data
– Editable in Google Sheets and Microsoft Excel
– Compatible with MAC, PC, Phones, or Tablets

Features

– Intuitive and Quick Set Up Just in a Few Steps
– 5-Year Business Growth Analytics
– Advanced Operational Tracker
– Integrated Multi-Bank Account Support
– Global Dashboard with a Detailed Summary
– Profit Tracking & Expense Budget Management
– Dynamic Dashboards for Greater Analysis
– Global Tax Reporting Dashboard

Easy Set Up

– Select Year, Base Currency, and Income Tax
– Set Your Profit Goals and Expense Budget
– Set Your Streams of Revenue and Expenses

Monthly Dashboard

– Profit Tracking and Expense Management
– Dynamic Monthly Dashboard Views
– Key Analytics to Track Your Business Growth

Annual Dashboard

– Profit Tracking and Expense Management
– Dynamic Annual Dashboard Views
– Key Analytics to Track Your Business Growth

Financial Year

– Track and analyze financial data by fiscal year
– Summarized view of annual income, expenses, and profit
– Helps in setting yearly financial goals

5-Year Forecast

– Profit Tracking and Expense Management
– Revenue and Expense Distribution per Category
– Net Income and Business Growth Over 5 Years

Income Expense Trackers

– Multi-Currency Converter Integrated
– Categorization in Sources & Products/Services
– Tax Accountability for Annual Tax Reporting