Small Business Bookkeeping
Income, expenses and mileage in, monthly profit and loss, deductible totals and a quarterly tax set-aside out.
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Small business
The everyday paperwork of a small business in plain spreadsheets: bookkeeping and mileage, invoices, inventory and orders, product pricing, an Etsy seller sheet, freelance time, a simple CRM, a content planner and a Gantt chart. Blank to use, with a filled-in example to learn from.
Download gets the blank file, ready for your numbers. See it filled in gets the same workbook with example data, so you can see how it works first.
Invoice Template
Pick a client and items from your price list and the invoice fills in tax, total and due date. An invoice log tracks what is open, overdue and paid.
Inventory Spreadsheet
Stock on hand from a simple movement log, inventory value, reorder alerts, days of stock left and what to order from which supplier.
Order Tracker
Every order with payment and shipping status, ship-by dates that turn amber then red, unpaid amounts and your best customers.
Product Pricing Calculator
Materials, time, overhead and platform fees in, then cost, wholesale, retail, break-even and the price for your target margin.
Etsy Seller Spreadsheet
Log orders and shop expenses and it works out Etsy's fees, profit per sale and a monthly P&L. Includes a pricing calculator to test a price before you list.
Freelance Time and Income Tracker
A timesheet, clients, projects and invoices in one file, with your effective hourly rate, unbilled time and unpaid invoices.
Client CRM and Sales Pipeline
Leads and clients with a next follow-up date, an activity log, and a dashboard with weighted pipeline, win rate, follow-ups due and sales by lead source.
Mileage Log
One row per trip, with the IRS rate picked by date and purpose (2026 rates filled in) and a year summary for your tax preparer.
Social Media Content Planner
Plan posts by platform and theme, see them on a monthly calendar, then log reach and engagement to find your top posts.
Project Tracker and Gantt Chart
Tasks with owners, dates and progress, and a Gantt chart that draws itself, with overdue work in red and workload by person.
The licence, in plain language
- Free to use, change and share, at home, at work and in commercial products, including games you build from the kits.
- Please do not sell the unmodified files as your own.
- Provided as is, with no warranty. These are tools, not financial, tax, legal or accounting advice: check the numbers before you pay anyone from them.
Need something built for you?
Custom models and automations are consulting work. Describe the problem and you get a written scope and price first.