*Only works on Windows MS Office. Coming soon: MS Office for Mac.
The Small Business Bookkeeping Workbook
One Excel file for your bank and credit card activity, your profit and loss, your balance sheet and your tax estimate. Free for the month of November.
What is inside
- Start Here: a short guide and your starting balances.
- Bank and Credit Card tabs: paste your downloads into the yellow cells.
- Questions: plain questions for anything the workbook cannot sort by itself.
- P&L Dashboard: your income, expenses and profit, month by month.
- Balance Sheet: what you own and what you owe.
- Tax estimate and state sales tax tools.
- Setup: rename income and expense types to fit your trade. Starter versions are ready for electricians, massage therapists and landscapers.
A look inside
What you need
- Microsoft Office (Excel) on a Windows computer
- Coming soon: MS Office for Mac
- Not made for Google Sheets or Apple Numbers
Why people like it
- Fully working and tested
- No subscription
- Runs on your own computer, so your numbers stay private
- Free for the month of November
Want us to load your data?
$49.99 per 2 accounts, one time. 4 accounts is $99.98, and so on. See pricing