The Small Business Bookkeeping System

Know where your business money goes — without the shoebox of receipts. The Simple Bookkeeping System is an easy-to-use Excel workbook that helps small-business owners track income and expenses, see monthly totals at a glance, and keep clean records that are ready when tax time comes.

It organizes your numbers; it does not file your taxes or replace an accountant. Think of it as a calm, guided ledger that turns scattered transactions into a clear picture of your business.

WHAT'S INCLUDED

• The Simple Bookkeeping System (Microsoft Excel .xlsx)

• Income Tracker — log sales and payments by date and category

• Expense Tracker — record costs with categories and notes

• Monthly Summary — automatic totals and profit-at-a-glance

• Category & Account setup with a color key

• START HERE quick-start guide

• Read-Me / Quick-Start PDF and Terms PDF

HOW IT WORKS

1. Enter income and expenses as they happen

2. Assign a category so everything sorts itself

3. Review the monthly summary to see totals and profit

Instant digital download — no physical item is shipped. Microsoft Excel recommended (opens in Google Sheets with minor differences). This is an educational recordkeeping and organization tool; it does not calculate tax, determine deductibility or provide individualized tax, legal or accounting advice. Consult a qualified professional when needed. Please keep a backup copy of your file. For your own business use — please don't resell or share.

Haven Bookkeeping & Tax · A DBA of Haven Financial