TAKE CONTROL OF YOUR BUSINESS FINANCE WITHOUT STRESS
Our Small Business Bookkeeping Spreadsheet is the perfect all-in-one tool to manage your finances with ease. Track your income and expenses, view clear automated dashboards, and stay organized for tax time. Everything you need to handle your bookkeeping and understand your business performance is built into one simple system.
WHAT TO EXPECT
🌟 An easy-to-use Setup tab helps you create custom income/expense categories, define your fiscal year, list current business accounts, set profit and other business goals, and more.
🌟 Simple Income and Expense tabs make it easy to enter all of your incoming and outgoing transactions, allowing you to separate out sales tax if you so choose, and categorizing your transactions so you can accurately assess which channels are making you the most money and which expenses may be eating into your profits.
🌟 5 in-depth dashboard tabs break down your data, making it easy to read and analyze so you can make smarter decisions for your business moving forward. The spreadsheet includes a Custom Dashboard, Annual Dashboard, 5-Year Dashboard, Comparison Dashboard, and Category Dashboard, all of which feature beautiful charts, graphs, and tables.
🌟 The Small Business Bookkeeping Spreadsheet can easily be used with any currency.
🌟 No recurring fees. Purchase the spreadsheet once and use it as often as you'd like!
📌 10 TABS INCLUDED!
📊 Home Dashboard with complete written instructions.
📆 Setup/Start
📆 Income Tracker
📆 Expense Tracker
📆 Annual Overview
📆 Monthly Overview
📆 Sales Tax
📆 Custom Dashboard
📆 Balanced Dashboard
📆 5-Years Dashboard
📆 Comparison Dashboard
🌟 WHY THIS BOOKKEEPING TEMPLATE! 🌟
• Use with any currency - just change
• Automatic Calculations
• Easy to use and understand
• Beginner-friendly
• Only includes the things you need - no unnecessary tabs
• Sync the spreadsheet across multiple devices
• Easily see your finances in charts and tables
📝 HOW IT WORKS
After checkout, a digital PDF file will be delivered to your email inbox with instructions for accessing your spreadsheet. This is a digital product. Nothing physical will ship.
📌 NOTES
No physical product will be shipped. You will receive a PDF with links to the spreadsheet.
🔁 RETURNS & EXCHANGES
Due to the nature of digital downloads, ThePlanwise does not allow returns or exchanges.
💬 NEED HELP?
If you need help with your spreadsheet, feel free to send us a message anytime. We’re happy to help!
