Small Business Bookkeeping Spreadsheet

• EASY BOOKKEEPING — always know your numbers
• Running a small business shouldn't mean drowning in receipts and confusing spreadsheets. This all-in-one bookkeeping template tracks your income, expenses and profit — and turns them into clean, automatic dashboards that actually look good. Just type in your transactions; every total, chart and report updates itself.

✦ WHY YOU'LL LOVE IT ✦

• 100% automatic — enter a transaction once, and your dashboards, totals and charts update instantly
• Beautiful, modern dashboards with color-coded KPI cards (income, expenses, profit, profit margin)
• Knows your tax set-aside — see an estimated amount to save for taxes all year long
• Beginner-friendly — no accounting knowledge needed, with a Start Here setup tab and quick tips
• Works in Microsoft Excel AND free Google Sheets, on desktop, tablet or phone
• Reusable year after year — keep multiple years in one file

✦ WHAT'S INSIDE (13 tabs) ✦

• Start Here — set your business name, currency, mileage rate, tax % and category lists (with quick tips)
• Income & Expense logs — easy dropdowns, automatic month/year, and a Paid? column to track unpaid invoices
• Monthly Dashboard — KPI cards, category breakdowns, estimated taxes & transaction counts
• Annual Dashboard — full 12-month table plus Income-vs-Expenses and Profit Trend charts
• Profit & Loss Statement — a clean, printable income statement you could hand to an accountant or lender
• Five-Year Dashboard — track your growth over time
• Comparison Dashboard — compare any two years side by side
• Custom Dashboard — totals for any date range you choose
• Sales Tax Tracker — tax collected vs. paid, by month
• Mileage Tracker — automatic mileage deduction (miles × your rate)
• Balance Sheet — assets, liabilities & equity snapshot
• Year-End Tax Summary — a one-page summary that makes tax season easy

Plus a filled SAMPLE version with example data so you can see exactly how everything works, and a blank TEMPLATE ready for your own numbers.

✦ HOW IT WORKS (instant download) ✦1. Buy and download — your files are ready immediately2. Open the .xlsx in Excel, OR use the included guide to copy it to your free Google Sheets3. Fill in the Start Here tab, then log your income & expenses4. Watch your dashboards do the restA How-to-Access PDF is included with one-click setup for Google Sheets.

✦ PERFECT FOR ✦

✦ GOOD TO KNOW ✦

• Instant digital download — no physical item will be shipped
• Works in Microsoft Excel (2016 or newer) and free Google Sheets
• Undated & reusable — use it for any year
• For personal business use only; please don't resell or redistribute the files
• Colors may appear slightly different depending on your screen/printer
• This template is for organization only and is not financial, tax, or accounting advice

Because it's a digital product, all sales are final — but if anything's wrong with your file, message me and I'll make it right.

✦ MORE FROM MUSEANDMAKECO ✦

Love this? Check out my Ultimate Budget Dashboard for personal finances, plus reseller and furniture-flipping business trackers — all in the same clean, easy-to-use style.

Thank you so much for supporting a small shop. Here's to knowing your numbers and growing your business! ♥— Renee, MuseAndMakeCo

✦ HOW YOUR DIGITAL DOWNLOAD WORKS ✦

This is an instant digital download — there's nothing physical to ship. As soon as your payment goes through, you'll land on a confirmation page with your download link, and the same link arrives by email. Save the files somewhere you'll remember. If you lose the email, just message me and I'll resend it.

Open the spreadsheet in Microsoft Excel, or use the included How-to-Access PDF to copy it into free Google Sheets in one click — whichever you prefer. It's yours to reuse for as long as you need it. If anything's ever wrong with a file, message me and I'll make it right.

✦ GOOD TO KNOW ✦

• Instant digital download — no physical item ships
• Yours forever — re-download any time, reuse it year after year
• Personal use only — please don't resell, share, or redistribute the files
• Colors may look slightly different from screen to screen and printer to printer
• Because it's a digital product, all sales are final — but if something's wrong with your file, just message me and I'll fix it

© Muse & Make Co. For personal use only. Not for resale or redistribution.