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Small Business Bookkeeping Spreadsheet

Do your books in ten minutes a week — not a lost weekend — and always know what to set aside for taxes. A complete income, expense, and profit system in Google Sheets or Excel. One-time purchase — no subscription, ever.

  • Log income and expenses with tidy dropdown categories — so tax time takes ten minutes, not a weekend
  • A live dashboard shows your real profit and roughly what to set aside for taxes, automatically
  • Schedule C-friendly categories, so your numbers line up with your tax return
  • Simple enough to actually keep up with — and a free phone version for logging on the go

One-time $14.99 — versus $15–35 a month for accounting software many solo owners find heavier than they need. Yours forever, and yours to customize.

Instant download Secure checkout Google Sheets & Excel Formula guarantee

Secure one-time checkout by Stripe — instant download. Also available on Etsy.

Who it's for: freelancers, contractors, Etsy sellers, and solo owners who want simple — not another monthly bill. If you have payroll, inventory, or hundreds of transactions a month, you've likely outgrown a spreadsheet (here's an honest guide to when). For everyone else, this is genuinely enough.

Small Business Bookkeeping — Google Sheets & Excel template by ToolWise Digital

Sheets + Excel

Works in free Google Sheets or Microsoft Excel — your choice.

Free phone tool

Includes a browser version so you can use it on the go.

Instant download

Delivered the moment you buy. Nothing shipped.

Formula guarantee

If a formula doesn't work as described, we fix it or refund you.

A closer look

See what’s inside

Real screenshots of the dashboard, tabs, and the free phone version — this is exactly what you get.

Small Business Bookkeeping template preview 1 — dashboard, tabs, and the free phone versionSmall Business Bookkeeping template preview 2 — dashboard, tabs, and the free phone version

Questions buyers ask

Can't I just build this in Google Sheets for free?

Absolutely — and we show you exactly how in our free guides. Buy this to skip the building and start logging today, with the categories, formulas, and profit dashboard already wired up and tested.

Is it hard to use?

No. The whole system runs on three functions and a logging habit. If you can type a transaction into a row, you can run it — and there's a free phone version for logging on the go.

Will the formulas actually work?

Yes. Every workbook's formulas are verified in code before launch, and we back it with a formula guarantee: if anything doesn't work as described, we fix it or refund you.

Do I need accounting software instead?

For most solo and micro businesses, no — a spreadsheet is simpler and cheaper. You outgrow it once you add payroll, inventory, or accrual accounting; until then this does the same job without the monthly fee.

Read more

Guides that go with it

The thinking behind the tools — practical systems for money, home, and business.

Self-Employed

How Much Should You Set Aside for Self-Employed Taxes?

The short answer is 25–30% of your net income — here's how to land on your exact percentage and never get surprised in April.

6 min read
Self-Employed

Self-Employed Tax Deductions: The Complete Expenses List & Checklist

Every dollar of legitimate business expense you deduct is a dollar you don't pay tax on. Here's the full self-employed expenses list — and how to actually capture them.

7 min read
Self-Employed

How to Track Business Expenses for Taxes

The system that turns tax season from a lost weekend into a 10-minute export — track expenses as you go, sorted by category.

6 min read

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