Small Business Bookkeeping Kit
$39 one-time · Instant download · Excel (.xlsx)
One workbook, six sheets that stay in step: enter an invoice once, and the cash flow, the profit and loss and the dashboard all reflect it. No double entry, no bookkeeping jargon, no monthly fee.
Buy now — $39What's inside
- Dashboard — revenue, expenses, net margin, outstanding and overdue invoices
- Cash flow — 12 months, opening and closing balance, money in and out
- Profit & Loss — 11 categories by month, with a yearly total column
- Invoice ledger — 40 rows: issued, due, amount, status, days late
- Chart of accounts — the shared category list the other sheets follow
- How to use — one page, four steps, plus the order to set things up
Who it's for
Owner-operated businesses doing $5,000–$500,000 a year: shops, studios, agencies, trades, online sellers. If you currently track money in a notebook, a bank app and a spreadsheet that no longer balances, this replaces all three.
How the sheets connect
- Record each sale once in the Invoice ledger, with a status of Open, Paid or Overdue
- The Dashboard pulls the yearly revenue and expense totals straight from Profit & Loss
- It also sums the ledger by status, so outstanding and overdue amounts update on their own
- Cash flow stays manual on purpose: you enter the figures from your bank statement once a month
Every link is a standard Excel formula — visible, editable, and easy to audit. Nothing is locked or hidden.
Compatibility
- Excel 2016 or later, Microsoft 365, Google Sheets, LibreOffice Calc
- No macros, no add-ins, no external data connections
- Single currency by default — add a second column if you invoice in two
Delivery
The .xlsx file is emailed immediately after payment. If nothing arrives within a few minutes, check spam, then email [email protected].
Refunds
If a file is corrupted, incomplete or does not match this page, email us within 14 days for a replacement or a full refund. Details in our refund policy.
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