Small Business Bookkeeping Spreadsheet | Profit and Loss, Income & Expense Tracker, Invoice Tracker | Excel & Google Sheets | LLC Sole Proprietor

Small Business Bookkeeping Spreadsheet | Profit and Loss, Income & Expense Tracker, Invoice Tracker | Excel & Google Sheets | LLC Sole Proprietor



Simple monthly bookkeeping, built by a tax preparer.

Record your income and expenses once, and this spreadsheet builds your profit and loss, cash flow and year-end tax summary for you.

WHAT’S INSIDE (7 tabs)

✔ Income log: categories and payment methods

✔ Expense log: 21 business categories and receipt tracking

✔ Invoice tracker: Paid, Open or Overdue, updated automatically

✔ Profit & loss: every month and the full year

✔ Cash flow: check your balance against your bank statement

✔ Year-end summary: totals ready for your tax preparer

✔ Start Here guide

Works in Microsoft Excel and Google Sheets. Instant download (.xlsx). No physical item will be shipped.

Organizing tool only. Not tax advice.