Small Business Bookkeeping Kit — Excel Template

Simple books for owners who'd rather run the business than fight with accounting software.

Ten minutes every Friday is all it takes. Log what came in and what went out, and this workbook does the rest: monthly profit and loss, money customers owe you, and a year-end summary you can hand to your tax preparer.

Digital download, no physical item shipped. Download your Excel workbook after checkout. You'll also receive a download link by email and can access your download again from your order-status page.

What's inside

• Ledger: one row per transaction, with a category drop-down. Income or expense is filled in for you. Room for 1,000 entries.
• Monthly P&L: income, expenses, net profit and margin by category for all 12 months, plus a profit-by-month chart. Nothing to type.
• Invoice Tracker: what each customer owes, when it's due, and how many days overdue. Late invoices turn red on their own.
• Tax Summary: yearly totals by category, net profit, and a suggested tax set-aside (yearly and per quarter) based on the rate you choose.
• Setup tab: 24 common small-business categories ready to go. Rename them or add your own.

Built for

Shop owners, tradespeople, freelancers and side hustles who want clean, organized books without monthly software fees.

Details

• Format: Excel workbook (.xlsx) with a Start Here tab and example rows to show you how it works
• Works in Excel 2010 or newer (Windows, Mac, Microsoft 365) and opens in Google Sheets
• Instant download. Reuse it every year.

Save with the bundle: The Owner's Toolkit includes this kit, the Job Pricing & Breakeven Calculator and the 13-Week Cash Flow Forecast for $30 instead of $47.

An organizing tool, not tax or accounting advice. Talk to a tax professional about your situation.

From Grit & Ledger: business knowledge and motivation for people who build things.