Small Business Accounting Spreadsheet Template
Simple Business Accounting Google Sheets Template
An accounting solution built by a small business owner, for small business owners.
As a small business owner, I was frustrated. Every accounting tool I found was either:
- Overly complicated with features I'd never use
- Required expensive monthly subscriptions
- Left me confused about my actual tax obligations
- Didn't give me the forecasting tools I needed
So I created my own solution, and now I'm sharing it with you.
What You Get
This is a powerful, user-friendly Google Sheets spreadsheet template with exactly what you need and nothing you don't.
💰 Comprehensive Tax Calculator
Get accurate tax estimates that actually make sense. This calculator considers:
- Your filing status (Single, Married Filing Jointly, Married Filing Separately, Head of Household)
- Whether you or your spouse has W-2 income in addition to self-employment
- Complex tax calculations so you know exactly how much to set aside each month
You'll also see estimated tax payment amounts with due dates.
📊 Income Forecast Tool
Plan ahead with confidence. Input your expected:
- Number of clients per week/month
- Session fees or rates
- Appointments per month
Instantly see projected monthly and yearly income to make informed business decisions.
📅 Monthly Transaction Tracking
Each month has its own sheet to record:
- All income and expenses
- Transaction categories for easy tax filing
- A running balance of your business bank account
- Payment methods and dates
Stay organized without the learning curve of complicated software.
📈 Yearly Totals at a Glance
A dedicated summary sheet that updates automatically throughout the year showing:
- Total income year-to-date
- Breakdown of expenses by category
- Income after expenses and taxes
Easily file taxes yourself without paying someone else.
🔄 Recurring Expense Tracker
Keep all your regular expenses in one place.
📖 Business Expense Guide
A reference sheet defines each expense category with examples:
- Advertising
- Home Office
- Supplies
- Professional Fees
- And more...
Categorize your expenses correctly the first time.
Why Choose This Over Monthly Subscription Software?
✅ One-time purchase - No recurring fees ever
✅ Works in Google Sheets - Free, cloud-based, accessible anywhere
✅ No learning curve - If you can use a spreadsheet, you're ready
✅ Make a copy and customize - Add your own categories or modify as needed
✅ Access from any device - Phone, tablet, or computer
✅ Automatic calculations - All formulas built in and ready to go
✅ FREE yearly updates - Get an updated template every December with current tax laws and calculations
How It Works
After purchase, you'll receive:
- A link to the Google Sheets spreadsheet template
- A complete video tutorial walking you through every feature and how to use the template
- Simple instructions to make your own copy (File > Make a Copy)
- The template is yours to use year after year
It's that easy. No software to install, no complicated setup. Just follow along with the video and you'll be tracking your finances in minutes.
Bonus: Annual Updates Included
Tax laws change. Your template shouldn't become outdated.
Every December, you'll receive an updated template link for the upcoming year via email, completely free.
Perfect For:
- Therapists, coaches, and consultants
- Freelancers and contractors
- Service-based small business owners
- Anyone who wants simple, effective accounting without monthly fees
Stop Overpaying for Features You Don't Need
Take control of your business finances with a tool that's as straightforward as you need it to be. Download once, and use forever.