Small Business Bookkeeping Spreadsheet — Income, Expenses & P&L
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- One-time payment — lifetime updates
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Stop dreading tax season because your books are a mess
Receipts in a shoebox, transactions in your head, and a panic every March. This spreadsheet gives a small business owner clean books without hiring a bookkeeper or learning accounting software.
I built this for the owner who's brilliant at the business and terrified of the books. You don't need to learn double-entry accounting. You need clean categories, a P&L that updates itself, and to never again wonder where the money went. Spend ten minutes a week in it and tax season stops being a fire drill — your accountant gets numbers they can actually use, and you get a real-time read on whether the business is making money.
What's inside
- Income and expense logs with categories that map to tax deductions
- Auto profit & loss statement updated as you type
- Monthly and yearly dashboards showing cash flow at a glance
- Sales tax and mileage trackers
- Invoice log so you always know who still owes you
Who it's for
Small business owners, sole proprietors, and side-hustlers who want simple, accurate books they actually understand.
Who it's NOT for
Multi-entity companies with payroll and inventory complexity. This is clean bookkeeping for a lean operation.
Delivery
Instant download. Works in Excel and Google Sheets. Lifetime updates included.
Guarantee
14-day refund — request within 14 days before downloading the files. Email Craig directly. Real human, real reply, no hoops. Full policy: Refund Policy
— Craig Roberts, founder, Instant File Co
FAQ
What format is this and what apps does it work with?
Works in both Excel and Google Sheets. No accounting software or double-entry knowledge required — just clean categories and an auto-updating P&L.
How do I get it after I buy?
Instantly via email and on-screen link. Make your copy, spend ten minutes a week in it, and tax season stops being a fire drill.
What if it's not a fit?
14-day refund before download. Email Craig, real reply, no hoops.
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