Bookkeeping Template for Small Business: Excel and Google Sheets

A simple bookkeeping spreadsheet that sorts your income and expenses, matches them to Schedule C categories, and shows your profit each month. $9.99, one time.

Stop dreading your numbers.

Get the Kit — $9.99 See What's Inside

See how it works

Sound Familiar?

You're not bad at money. You just need a system that actually fits how you work.

Mixed expenses icon

You Mix Personal and Business Expenses

Your business account buys groceries. Your personal account pays for software. Tax time is a scavenger hunt.

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Everything Is "Miscellaneous"

If you've ever categorized half your transactions as "misc" or "other," you're not alone — but you're also not getting the deductions you deserve.

Behind on taxes icon

You're Behind on Tax Filings

Every quarter you promise yourself you'll catch up. Every quarter you don't. The stress compounds with interest.

Condescending CPA icon

CPAs Have Been Condescending

You've been made to feel small for not knowing what a P&L is. You don't need a lecture — you need a system.

Meet the Bookkeeping Rescue Kit, a Bookkeeping Spreadsheet for Small Business

A no-jargon Excel and Google Sheets bookkeeping template that turns your financial mess into a clear, monthly picture of your business. No accounting degree required.

Bookkeeping Rescue Kit product mockup showing the five bookkeeping spreadsheet tabs

It's not software. It's a system.

  • Checkmark Five connected tabs that handle everything from daily transactions to monthly close-out — without double-entry.
  • Checkmark Plain-English categories mapped to Schedule C lines, so tax season is fill-in-the-blank, not forensic accounting.
  • Checkmark A 15-minute monthly review that replaces hours of dread with a clear dashboard you actually understand.

What's Inside This Bookkeeping Spreadsheet

Five tabs. One file. Everything you need to run your books without losing your mind. Included in both Excel and Google Sheets.

Transaction Tracker icon

Transaction Tracker

Enter transactions with auto-categorizing dropdowns. Color-coded for income, expenses, and transfers. Calculates running totals as you type.

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Monthly Dashboard

Income vs. expenses at a glance. Top spending categories. Profit margin trend. All auto-populated from your transaction data — no formulas to write.

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Category Reference

Every category explained in plain English with examples and its Schedule C line. Never wonder "is this office supplies or software?" again.

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Close-Out Checklist

A step-by-step monthly checklist: reconcile accounts, review uncategorized transactions, verify totals, file for the month. Print it, check it off, done.

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Step-by-Step Instructions

From opening the file for the first time to catching up on months of backlogs. Written for non-financial people, by a non-judgmental person.

How It Works

Three steps. Less than 20 minutes a month total once you're set up.

1

Set Up Categories

Open the file. Review the Category Reference. Pick the categories that match your business. Delete the ones that don't.

5 minutes, one time
2

Enter Transactions

As they happen or once a week — your call. Type the amount, pick a category from the dropdown. The tracker does the rest.

2 minutes per entry
3

Review Monthly

Run the Close-Out Checklist. Check your Dashboard. Know exactly how your business did this month. Sleep better.

15 minutes per month

Catch Up on Months of Old Books

Behind on your bookkeeping? Start with your most recent month and get that clean. Then work backward one month at a time. The Close-Out Checklist walks you through catching up step by step, and the Step-by-Step Instructions tab includes a catching up section.

Who It's For

If you run a small business in the US but didn't start one to do accounting, this bookkeeping template is for you.

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Freelancers

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Creatives

Tradesperson icon

Tradespeople

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Consultants

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Solopreneurs

Frequently Asked Questions

Yes. The kit comes in both Excel and Google Sheets, with the same five tabs in each.

Yes. The Excel version is a bookkeeping spreadsheet with five connected tabs: a Transaction Tracker, a Monthly Dashboard, a Category Reference, a Close-Out Checklist, and Step-by-Step Instructions.

Yes. The Category Reference tab shows the Schedule C line for each category. Schedule C is the US tax form for sole proprietors, so the kit is built for US small businesses.

No. The Bookkeeping Rescue Kit is designed for absolute beginners. If you can type a number into a cell, you can use this kit. Every tab includes step-by-step instructions, and the Category Reference tab tells you exactly where each type of transaction goes.

The kit works as a standalone system, but it also complements software like QuickBooks or Wave. Many users start with the kit to understand their numbers, then transition to software later — or use both side by side. The Category Reference tab maps cleanly to standard chart-of-accounts categories.

You're exactly who this is for. The Close-Out Checklist walks you through catching up step by step, and the Step-by-Step Instructions tab includes a 'catching up' section. Start with your most recent month, get that clean, then work backward.

The Excel version is a file that lives on your computer, not in the cloud. The Google Sheets version lives in your own Google account. Either way, there are no accounts, logins, or subscriptions required for the template pack.

The $9.99 kit is a one-time purchase — a template pack you own forever. The future $29/mo plan will add cloud sync, automatic bank transaction import, receipt scanning, and collaborative access. The template pack is fully functional on its own; the subscription is for those who want automation on top.

If you're not satisfied within 30 days, email us for a full refund — no questions asked. We'd rather you have clean books and a good experience than keep your money and feel regret.

Get Your Bookkeeping Rescue Kit

Stop dreading your numbers. Start understanding them.

$9.99
One-time purchase. Yours forever. 30-day satisfaction guarantee.
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