Small Business & Bookkeeping
For Etsy sellers, freelancers and side businesses that need to know their real numbers without hiring anyone. Bookkeeping, invoicing, pricing and stock, each as a workbook you own outright. Every file works in Excel and in Google Sheets, and each tab says plainly whether you type in it.
Fifteen templates and seven packs. A pack is the same workbooks sold together for less than buying each one, and every pack page shows the saving in dollars.
The templates side by side
Every one works in Excel and Google Sheets. "You type into" counts the tabs where your numbers go; "calculated for you" counts the tabs that need no typing at all, and "set up once" the tabs you fill in at the start.
| Template | Tabs | You type into | Calculated for you | Set up once | Price |
|---|---|---|---|---|---|
| Small Business Bookkeeping (Income/Expense) | 9 | 3 | 4 | 2 | $4.79 |
| 1099 / Schedule C Self-Employed Tax Spreadsheet | 9 | 2 | 5 | 2 | $3.80 |
| S-Corp Reasonable Salary & Distribution Optimizer (US) | 8 | 1 | 5 | 2 | $8.69 |
| Mileage Tracker | 8 | 2 | 4 | 2 | $2.81 |
| Business Budget Spreadsheet | 6 | 2 | 2 | 2 | $3.29 |
| Profit & Loss Statement Generator | 7 | 2 | 3 | 2 | $3.80 |
| Pricing Calculator | 7 | 2 | 3 | 2 | $4.49 |
| Inventory Tracker | 6 | 2 | 2 | 2 | $2.69 |
| Employee Timesheet | 6 | 2 | 2 | 2 | $3.29 |
| Invoice Tracker & Generator | 8 | 3 | 3 | 2 | $2.99 |
| Cash Flow Spreadsheet | 8 | 4 | 2 | 2 | $3.29 |
| Employee Attendance and PTO Tracker | 6 | 2 | 2 | 2 | $3.29 |
| Client Tracker & CRM | 7 | 2 | 3 | 2 | $5.69 |
| Business Expense Tracker | 8 | 2 | 4 | 2 | $1.79 |
| Product Profit Tracker | 6 | 1 | 2 | 3 | $2.69 |
Which template do I need?
If the question is "how much am I actually making?", start with clean income and expense logs that build a monthly P&L. Filing a Schedule C, the 1099 and self-employed tax spreadsheet sorts categories the way the form wants them, and a mileage log kept properly is usually the deduction people lose most of. Not sure what yours is worth? The free mileage deduction calculator works it out before you buy anything.
Deciding what to charge? The pricing calculator pays for itself with the first price you fix, and profit per order after fees and shipping tells you whether that price held. If chasing payment is the problem, knowing who owes you and for how long is the place to start, with the follow-ups you meant to make next to it.
Buying more than one, the bookkeeping starter pack, everything April needs and the invoicing and clients pair group the templates people buy together. The four-file bundle for a product business covers the ledger, the stock, the price and the profit per order from the same numbers.
For money questions that are about timing rather than totals, a 13-week cash view paired with a 12-month budget answers both separately. Employers tracking hours and leave want the timesheet and attendance pair, and the S-Corp salary trade-off is worth an hour if you take a distribution.