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Small Business Bookkeeping Spreadsheet Template Excel & Google Sheets

$11.99

Instant Download
Google Sheets and Excel
Video Tutorial

COUPON CODES
  • 10SAVE – 10% off your first purchase
  • 25SAVE – 25% off orders over $50
SKU: gs_007 Categories: , ,
Business Bookkeeping Spreadsheet Template for Excel & Google Sheets, Tracker Sales, Tracker Accounting, Business Expense Tracker

This template is fully customizable! You can change everything in it – colors in tables, pie charts, etc.

Elevate your financial management with our intuitive bookkeeping templates. Gain a comprehensive view of your business performance, track income and expenses, and unleash the potential for growth.

With specialized features like a 5-year Dashboard, Monthly, Annual, Custom, and Comparison Dashboards, it offers simplicity, clarity, and visual appeal. Your transactions are the key, and the template handles the rest, making complex calculations a thing of the past.

Whether you’re a small business owner or managing personal finances, our organized solution ensures you can maintain accurate records and achieve your financial goals. Streamline your bookkeeping with ease and let your financial data work for you, providing an instant overview of your business performance.

WHAT’S INCLUDED IN THE PURCHASE? 
  • Video Tutorial
  • 20-Page Quick Start Guide
  • 4 Templates of Spreadsheets
  • 1 Sample Excel Spreadsheet with Mock Data
  • Excel Spreadsheet with Empty Data
  • Sample Google Sheets Spreadsheet with Mock Data
  • Google Sheets Spreadsheet with Empty Data
  • Editable in Google Sheets and Microsoft Excel
  • Compatible with MAC, PC, Phones, or Tablets
  • 8 Spreadsheet Tabs
TABS:
  1. Instructions
  2. Settings
  3. Accounts
  4. Operations Tracker
  5. Monthly Overview
  6. Annual Overview
  7. 5-Year Forecast
  8. Annual Reporting
Features
  • Intuitive and Quick Set Up Just in a Few Steps
  • 5-Year Business Growth Analytics
  • Advanced Income and Expense Trackers
  • Integrated Multi-Currency Converter
  • Global Dashboard with a Detailed Summary
  • Profit Tracking & Expense Budget Management
  • Dynamic Dashboard Views for Greater Analysis
  • Global Tax Reporting Dashboard
Monthly Dashboard
  • Profit Tracking and Expense Management
  • Dynamic Monthly Dashboard Views
  • Key Analytics to Track Your Business Growth
Annual Dashboard
  • Profit Tracking and Expense Management
  • Dynamic Annual Dashboard Views
  • Key Analytics to Track Your Business Growth
5-Year Forecast
  • Profit Tracking and Expense Management
  • Revenue and Expense Distribution per Category
  • Net Income and Business Growth Over 5 Years
Income Expense Trackers
  • Multi-Currency Converter Integrated
  • Categorization in Sources & Products/Services
  • Tax Accountability for Annual Tax Reporting
Easy Set Up
  • Select Year, Base Currency, and Income Tax
  • Set Your Profit Goals and Expense Budget
  • Set Your Streams of Revenue and Expenses

!! IMPORTANT !!

YOU WILL NEED:
  • A device to access Google Sheets or Microsoft Excel
  • A Google Account (if editing through Google Sheets)
  • Microsoft Excel (if editing through Excel)
  • Basic computer knowledge
HOW IT WORKS:
  1. Purchase (instant download)
  2. Upload the PDF file (access to Google Sheet)
  3. Download the Excel template
  4. Open the spreadsheet (start planning!)
SOME POINTS TO CONSIDER:

This is a digital download. No physical items will be shipped after the purchase.

Due to the digital nature of the product, all sales are final, and refunds are not issued.

DISCLAIMER REGARDING COLORS:

The actual color of the spreadsheet may vary due to differences in how our screens display color. Your phone, tablet, or computer may show colors differently, just as we also perceive colors differently. Please keep this in mind when purchasing the template.

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Customer Reviews

Based on 28 reviews
96%
(27)
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4%
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R
Richard Golden
Very dissappointed in this

Business Bookkeeping Spreadsheet Template very disappointed please refund me this was a total ripoff. my child coul have done better! this is useless to me and not as advertised. I will disputethis as fraud as it is useless!

C
Candice Eades

Awesome!

K
Kristi Pakusch

Love this template! Exactly what I needed for my small business

S
Sarah Dia

Très bon produit, je recommande.

S
Shari Youngblood

This business bookkeeping spreadsheet is perfect for my needs. It was super easy to get up and running (the explanation video was especially helpful) and overall just so convenient and well done. Thank you!!!!

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