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Small Business Bookkeeping Spreadsheet Excel Bookkeeping Template | Business Expense Tracker | Expense Spreadsheet | Book keeping Excel

  • We offer the option to personalize the spreadsheet with your business logo. Please see the product images and let us know if this is something you would like.

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Highlights

  • Designed by FluentFinance
  • Party decor for gatherings and celebrations
  • Digital download
  • Digital file type(s): 1 PDF, 3 other files

Small Business Bookkeeping Spreadsheet

Are you a Small Business? New to Bookkeeping? Not sure where to start? No problem - I've got you covered!

My Small Business Bookkeeping Spreadsheet is the perfect solution for small business owners looking to take control of their finances. The comprehensive bookkeeping spreadsheet is designed to help you track your income and expenses, allowing you to see exactly where your money is going and where you can cut back.

Simply fill out the income and expense tracker, and my bookkeeping template does the rest, organizing your data into clear and concise Monthly and Annual Overviews which help you to understand your business performance at a glance. And because it's designed for Microsoft Excel, you can access your bookkeeping template from any device, making it the perfect tool for busy small business owners on the go.

Overall, my Bookkeeping spreadsheet is an essential tool for any small business owner looking to keep their finances organized and on track. So why wait? Get your template today and take control of your business finances!

GOOGLE SHEETS VERSION HERE:
https://www.etsy.com/listing/1388134693/small-business-bookkeeping-spreadsheet?ref=listings_manager_grid


THE DETAILS

❌ This template is designed for Microsoft Excel only (not Google Sheets).

✅ This template works for any 12 month date range. Select your starting month and year and it will populate throughout the spreadsheet.


CURRENCIES INCLUDED:

✓ USD (suitable for CAD and AUD and any other dollar currency)
✓ GBP
✓ EUR


WHAT YOU WILL RECEIVE:

✓ Step by Step Instructions
✓ Setup Tab
✓ 1 Income Tracker
✓ 1 Expense Tracker
✓ A fully automated Monthly Overview tab (including charts and graphs)
✓ A fully automated Annual Overview tab (including charts and graphs)
✓ Business Logo personalization option
✓ All tabs fully customizable


AFTER YOUR PURCHASE

After your purchase, you can download the Excel Sheet through 2 different ways.

1) Within Etsy, Go to 'Your Account' and then 'Purchases'. Locate your order and access the download link.
2) You will receive an automated email which includes a download link,


⚠️ DISCLAIMERS

This product is an instant digital download file, no physical product will be shipped to you. Due to the digital nature of this product, all sales are final and no refunds will be provided.

Please note that colors may appear differently on different screens and devices, including computer monitors, smartphones, and tablets.


GOT A QUESTION?

Please feel free to message me - I'm more than happy to help!

Thank you!

Instant Download

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Instant download items don’t accept returns, exchanges or cancellations. Please contact the seller about any problems with your order.

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Reviews for this item

What buyers say, summarized by AI: Easy to use Love it Great quality Helpful seller

4.9

We calculate this number using a recency-weighted average of all ratings, with a rating's value decreasing by half each year to best reflect the current experience.

(60 reviews)

5.0 Item quality
5.0 Shipping
4.9 Customer service
100% Buyers recommend
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5 out of 5 stars 5 This item

MRS Dec 30, 2024

Fab item. Excellent instructions and perfect for purpose. Thank you!

MRS Dec 30, 2024

5 out of 5 stars 5 This item

Emily Nov 22, 2024

Saved my skin! I've been looking for ages for a easy to use bookkeeping excel document so I'm not beholden to the extortionate prices that companies like quickbooks and sage charge. I'm only a small artists that needs to file my taxes without paying up the wall for a service that costs SO MUCH!... so THESE ARE PERFECT! So easy to use, cute and practical without me having to do any maths <3 Win win! I'm in love and would recommend to anyone who needs an easy straightforward way to sort out their invoices and expenses !Thank you so much for helping me be a proper adult without any stress!!!

Emily Nov 22, 2024

5 out of 5 stars 5 This item

Emma Nov 4, 2024

Very helpful! Love it. Thank you.

Emma Nov 4, 2024

5 out of 5 stars 5 This item

Inactive account Aug 1, 2024

Superb spreadsheet. Removes the headache and means you can focus on just plugging in the important figures of your business. Exactly what we were looking for. Thank you Chelsie!

Inactive account Aug 1, 2024

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Listed on Mar 27, 2026