Report this item to Etsy

Small Business Bookkeeping Spreadsheet, Income Expense Tracker, Mileage Log, Profit Loss, Tax Prep Checklist, Excel PDF

NowPrice:$8.39

Original Price: $11.99

Loading

30% off

•

Sale ends on December 10

Includes Etsy Purchase Protection

You can only make an offer when buying a single item

Highlights

A small business bookkeeping spreadsheet (a bookkeeping sheet) with an income expense log, mileage log Excel tab, profit and loss, and a tax prep checklist, made for owners who want a weekly money log — not a product pricing calculator.
What's included: 1 Excel bookkeeping workbook that also opens in Google Sheets, 5 Microsoft Word files, and 1 printable PDF (US Letter) with printable tax prep pages, a receipt tracker, and an expense tracker kit. Templates only; not tax or financial advice. Built for owner bookkeeping and small business books.
Fillable PDF: type directly on phone, tablet or computer, or print it.

WHAT'S INCLUDED
• Start Here Guide: a 10-minute-a-week system
• Excel workbook, 7 tabs: How To Use, Setup (your categories), Income, Expenses, Mileage, Dashboard with chart, Annual P&L by quarter
• Printable Mileage Log
• Printable Income + Expense Log
• Monthly Bookkeeping Checklist
• Year-End Tax Prep Checklist
• Receipt Envelope Labels (one per month)

FILE FORMATS
5 Microsoft Word (.docx) files, 1 Excel (.xlsx) workbook and 1 printable PDF (US Letter). Everything comes in one ZIP file.

HOW TO EDIT
• Microsoft Word / Excel: open and type over anything in [brackets].
• Google Docs / Sheets (free): upload to Google Drive, then right-click > Open with.
• Mac Pages / Numbers and LibreOffice also open the files.
• Light orange cells in Excel = type here. Blue-gray cells = automatic formulas.

INSTANT DOWNLOAD
No physical item ships. After purchase, download the ZIP from your Etsy Purchases page.

Good to know
• Templates only. Not legal, HR or tax advice. Laws vary by state and country, so have anything important reviewed for your situation.
• Not tax or accounting advice. The mileage rate is a placeholder, so check the current IRS standard rate at irs.gov and talk to a tax professional about your situation.
• For use in your own business. Please don't resell or share the files.

Made by Timothy Kaiserlik · KaiserCareerKit

Instant Download

Your files will be available to download once payment is confirmed.  Here's how.

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

Etsy Purchase Protection
Shop confidently on Etsy knowing if something goes wrong with an order, we've got your back for all eligible purchases — see program terms

You may also like

Shoppers with similar taste loved these

Show more
Show more
Listed on Nov 2, 2026