Small Business Bookkeeping Bundle | Google Sheets Template — Income & Expense Tracker, Annual Dashboard, Pricing Calculator & Client CRM

Track income, expenses, and clients: all in one editable spreadsheet. No accounting degree required.

Organize all your expenses and keep track your money in one place - hassle-free!

This all-in-one Google Sheets bundle gives small business owners, freelancers, and Etsy, Shopify sellers a simple system to track income, expenses, pricing, and clients, without hiring a bookkeeper or learning complicated software.

Everything auto-calculates. You just enter your numbers.

What's Inside (6 Tabs)

1. Read Me

Step-by-step guide to setting up and using every tab — no guesswork.

2. Setup

Choose your currency (14 options: USD, EUR, GBP, and more), then customize your own income/expense categories and client dropdown options. Everything else in the workbook pulls from here automatically.

3. Annual Dashboard

Your business at a glance. See Total Income, Total Expenses, and Net Profit update live as you log transactions. Set your own monthly Profit Goals and get an automatic "Above/Below Target" flag for every month. Includes breakdowns by Sales Channel and Expense Category.

4. Income & Expense Log

Your transaction ledger — one row per sale or expense. Log up to 2,000 entries with dropdown categories (so your data stays clean and your Dashboard totals stay accurate). Net Income and Net Expense calculate automatically.

5. Product Pricing Calculator

Never underprice again. Enter your material, labor, and other costs, plus your target profit margin and tax rate — get your ideal sales price instantly, tax included.

6. Client Database

A built-in mini-CRM. Track up to 1,000 clients with contact info, status (Enquired/Open/Closed/Lost), priority, service offered, lead source, and follow-up dates. Totals for Total Clients, VIP Clients, and New Clients update automatically.

Why You'll Love It

• No formulas to learn — everything is pre-built and automatic
• Fully editable: change categories, currency, and dropdown options to fit your business
• Works in Google Sheets (free) — no software to buy or install
• Color-coded: grey cells are locked formulas, everything else is yours to edit
• Scales with you — from your first sale to your 1,000th client

Who It's For

• Etsy, Shopify, and online sellers
• Freelancers, service-based businesses and small business owners
• Coaches and consultants
• Anyone who wants clear numbers without spreadsheet stress

What You Get

• 1 Google Sheets template (instant download, editable copy link included)
• Compatible with Excel (minor formatting differences may apply)
• Lifetime access — use it for as many years/clients as you like

Please Note

Due to the instant, digital nature of this product, all sales are final. Once purchased, this item is non-refundable and cannot be returned or exchanged.