Small-Business Bookkeeping Bundle

Description

Small-Business & Seller Bookkeeping Bundle — Small Business Bookkeeping Spreadsheet Bundle for Etsy Sellers, Shopify & Small Business Owners (Google Sheets & Excel) | Income & Expense Tracker, Invoice Tracker, Inventory & COGS, Pricing Calculator, Mileage Log, Tax Prep Summary

What’s Included (your download)

• Small-Business & Seller Bookkeeping Bundle workbook (.xlsx — 10 sheets)
• Pre-filled SAMPLE workbook (.xlsx) — a full quarter of a fictional candle seller, every formula working
• Quick-Start Guide (PDF, 7 pages)

Product Details

Overview

The Bookkeeping Bundle keeps the whole money side of a solo business: every payment in (gross and fees logged separately, so you see what you earned and what platforms kept), every cost out (categorised, with the business share of mixed bills worked out), your stock and what it cost you, who owes you money and since when, the miles and home-office deductions sellers always forget — and a tax set-aside habit that means the tax bill is never again a surprise ambush. In the included sample quarter, the workbook shows $8,623.40 gross, $3,905.63 profit at a 49% margin, $585.84 of estimated tax with $585 already set aside — and four overdue invoices worth $1,598.50 that a memory-based system would simply have lost.

What’s Included

• START HERE — the 10-minute setup, in order, plus the colour legend (gold = type here, pale = calculated, purple = totals)
• Dashboard — your whole year on one screen: income, fees, profit & margin, tax estimate vs set aside, invoices outstanding, stock value, month by month
• Income Log — every payment in, gross and fees logged separately
• Expense Log — every cost categorised (dropdown list you control), receipt flags, and a Business % column so mixed bills only count their business share
• Mileage & Home-Office — business miles priced at the official rate, plus your office share of the household bills
• Inventory & COGS — units, unit costs, on-hand, stock value and cost of goods sold, calculated
• Pricing Calculator — cost any item honestly (materials + packaging + your time), see the must-charge price per channel after fees, check a price, or price backwards from a target margin
• Invoice Tracker — paid / open / OVERDUE flags itself, with days overdue and totals; no more unpaid invoices quietly ageing
• Tax Prep Summary — income by quarter, expenses by category, all deductions, estimated profit & tax, a set-aside ledger, and an accountant handover checklist
• Chart of Accounts — your tax rate, mileage rate, platform fee presets and category lists in one place; change them here and the workbook follows
• Plus the 7-page Quick-Start Guide (PDF) — setup, sheet-by-sheet walkthrough, the monthly 15-minute routine, the tax-time handover, troubleshooting

Key Benefits

• One integrated 10-sheet workbook — where rivals ship bundles as a ZIP of separate files you must archaeology your way through
• The Pricing Calculator prices your time, not just your materials — the feature sellers keep requesting in rivals’ reviews
• Overdue invoices flag themselves; mileage and home-office deductions stop being forgotten money
• Ends the year as an accountant-ready summary instead of a shoebox and an apology

Who Is This For?

• Etsy, eBay, Shopify, Amazon Handmade and Gumroad sellers with real stock and real fees
• Crafters, makers and market/fair traders juggling stall fees, materials and card sales
• Freelancers and solo service businesses who invoice clients
• Any micro-business whose current “system” is the banking app, a receipts envelope and hope
• Not for: businesses with staff payroll, VAT-registered multi-entity setups, or hundreds of daily transactions (you need accounting software — and that’s fine), or anyone wanting bank feeds or tax/accounting advice

How It Works

1. Download your files as soon as your payment is confirmed — they are also saved in your account’s Downloads library.
2. Open the SAMPLE’s finished quarter to see “done” before you type a number.
3. Make your own copy, run the 10-minute setup on START HERE (rates and categories live on the Chart of Accounts sheet).
4. Log as you go in two minutes; spend 15 minutes a month on the built-in tidy-up routine; start a fresh copy each year.

Why It’s Different

Free and cheap templates are usually two sheets: money in, money out. They don’t price your products, don’t flag your overdue invoices, don’t claim your mileage, don’t split your mixed bills, and don’t end the year as an accountant-ready summary with a worked sample and a routine that keeps it alive. This is the whole system, guided — that’s why it’s $39 once instead of $20 a month forever.

Delivery & Compatibility

Instant download, straight after your payment is confirmed. You receive the blank workbook (.xlsx), the pre-filled SAMPLE workbook (.xlsx), and the Quick-Start Guide (PDF). Yes — both Google Sheets and Excel: only long-standard formulas are used (no macros, nothing exotic), formatted and tested for Google Sheets and modern Excel (2019 / Microsoft 365). Excel 2016 mostly works; if a total ever misbehaves there, the free Google Sheets version calculates everything correctly — treat Sheets as the reference. No macros, no add-ins, nothing to install, no bank login ever requested. Your files also live permanently in My Account → Downloads.

Disclaimer

This is an educational record-keeping system, not tax or accounting advice — the summaries prepare you to use an accountant well. The sample business (“Willow & Wick”) is fictional and its numbers illustrative.

Pairs well with

The Irregular-Income Budget System — sellers whose personal pay is also irregular (the Business Money pairing). The Freelancer & Creator Finance Kit covers the no-inventory, invoice-and-clients side.