Small Business Bookkeeping Spreadsheet

$12 $24 · Google Sheets + Excel · Instant download

Simple bookkeeping for freelancers and small businesses, without accounting software. Log income and expenses by category and the spreadsheet builds your profit and loss statement automatically. Expense categories match Schedule C, which makes tax time much easier to hand to your accountant.

What's inside

Perfect for

Who Small Business Bookkeeping Spreadsheet is for

Built for freelancers, Etsy sellers, consultants and small business owners who need clean books without paying for accounting software. If tax time means digging through bank statements, this spreadsheet keeps income and expenses sorted all year.

How to use it in 4 steps

  1. Rename the income and expense categories to match your business.
  2. Record each sale and expense, or paste in a monthly bank export.
  3. Review the automatic profit and loss summary each month.
  4. Hand the yearly totals to your tax preparer at year end.

Format and compatibility

You get a Google Sheets link to make your own copy and an .xlsx file for Microsoft Excel. Both versions have the same tabs and formulas. Sheets works free in any browser and in the Google Sheets app on iPhone and Android, so you can update it from anywhere. Excel works on Windows and Mac.

Small Business Bookkeeping Spreadsheet: frequently asked questions

Is it set up for US tax categories?

Yes. Expense categories follow common Schedule C groupings so totals are easy to transfer.

Can I track more than one business?

Make a separate copy for each business to keep records clean.

Does it replace an accountant?

No. It keeps your records organized. A tax professional should still review your filings.

How do I get my files?

Right after payment you receive a download link at the email you entered at checkout. Save the files to your device and use them as often as you like.

Is anything shipped to me?

No. This is a digital product, so nothing physical is mailed.

Is this professional advice?

No. This product is for education and personal organization. For medical, tax, legal or financial decisions, please talk to a qualified professional.

Related products

See all Money & Budgeting · Shop all products