Small Business Bookkeeping Starter System
Small Business Bookkeeping Starter System
Small Business Bookkeeping Starter System — track income, expenses, and taxes without hiring a bookkeeper yet. 5 files · instant download.
Everything you get
-
Chart of Accounts Template
pre-built account list for a service or small retail business, fully editable.
-
Income & Expense Tracker
monthly transaction log with category dropdowns and auto-summed monthly totals.
-
Profit & Loss Auto-Generator
builds a formatted monthly and YTD P&L directly from your tracked transactions.
-
Simple Balance Sheet Builder
fill-in template with an auto-balancing check formula.
-
Quarterly Estimated Tax Set-Aside Calculator
enter net income, get a recommended set-aside amount per quarter.
Not a template you fight with
| Feature | This system | A generic template |
|---|---|---|
| The formulas | Visible and editable. You can trace any number back to its source. | Often locked or protected so you can't see the working. |
| When it doesn't fit | Change it. The structure is yours once you download it. | Work around it, or start over. |
| Formats | Google Sheets and Excel, both included. No installation. | Usually one, often the one you don't use. |
| Who built it | An analyst who has had to defend a number to a CFO. | Frequently unclear. |
How it arrives
A download link, immediately after checkout. Nothing is posted to you.
What you get
Google Sheets and Excel files, plus printable PDFs where the product includes them. No installation.
What you can change
All of it. Rename tabs, add rows, rewrite formulas - it is your copy.
Refunds
Digital files cannot be returned once downloaded. If something is broken or not as described, email hello@analyticsbyshanikwa.com and it will be put right.