Small Business Bookkeeping Kit — USA Edition (US Sales Tax, USD) Excel & Google Sheets

Simple bookkeeping for US sole traders and small businesses, with no accounting software to learn.

Set up for the USA: USD, US sales tax on invoices and the US tax year. You can change any of these on the Setup sheet.

What's inside

• Cash book for 1,000 transactions, with a running balance
• Professional invoice; tax and total are added automatically
• Monthly profit & loss by category, filled in for you
• Invoice register showing unpaid and overdue invoices
• Dashboard with charts

What you need: Microsoft Excel 2010 or later, or a free Google account for Google Sheets. No macros, no add-ins, no subscription.

Support: if the file doesn't work as described, email me within 7 days and I'll fix it or refund you in full.

A record-keeping tool, not tax advice. Confirm tax treatment with your accountant.