Small Business Bookkeeping Bundle

Small business bookkeeping spreadsheet bundle: everything a solo business needs to keep its books in one workbook. The 'bundle' is tabs for invoices, other income, expenses, mileage and an annual profit and loss statement, all in a single file.

$34.00 USD · instant digital download

Buy now: $34.00

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Features

• Invoices with aging and partial payments (one Amount paid and Paid date per invoice; what's been paid counts in the month of that Paid date); for a stand-alone invoice tracker with a printable invoice, see the Invoice Tracker
• Other-income log for marketplace payouts and cash sales
• Expense log with categories, and mileage log with 2026 IRS rates (current as of Oct 2026; confirm at irs.gov)
• Annual P&L by month plus a quarterly view with the usual due dates and an informational self-employment tax line, for the tax year you choose
• Expense totals by category (including Education and Cost of goods, with an 'Other / not in list' line so totals reconcile) and receivables aging
• Overpayments shown as credits; business meals counted at 50% (editable)
• Tax set-aside line at a % YOU choose (no rate recommended); annual figure = your % × annual net profit

What you get

• One all-in-one workbook (the 'bundle' is tabs for income, expenses, invoices, mileage and the annual P&L in a single file): 1 Excel (.xlsx) file, plus a PDF with a Google Sheets 'Make a copy' link and setup steps
• Works in Microsoft Excel (desktop, 2016 or later) and free Google Sheets (desktop recommended for setup)
• Instant digital download. No physical item will be shipped.

One license covers one person or one business. See Terms & License. Digital download, so returns aren't accepted, but we'll fix or replace any file that doesn't work (details).

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This is an organizing tool, not tax, legal, accounting or financial advice, and it doesn't calculate tax owed. Results depend on the numbers you enter. Talk to a qualified professional about your own situation.