Don't pay $600+ for software or waste time making your own spreadsheet when you can get our ...
USA Advanced Bookkeeping Template For Excel or Google Sheets
Built for United States small businesses just like yours!
Get Everything You Need
In our powerful Done-For-You Excel or Google Sheets template specifically designed for USA Small Businesses!
Custom Business Settings
Set up the template to cater for your unique sales tax and financial year requirements:
Enter the Business Name you'd like to see on your financial statements.
Enter the Tax Name for up to three different sales taxes. You do not need to fill in all three names if you don't need to.
Enter the Tax Rate up to four decimal places for each sales tax that applies to your business.
Enter the Start Date of your business' financial year and the rest of the dates will be auto-generated for you!
Enter whatever Period Names you like based on what you want to see on your Income Statement.
Chart of Accounts
Gain a clear picture of your business finances by monitoring revenue and expenses in their own categories:
Enter up to 15 Revenue categories.
Enter up to 50 Expense categories.
Enter up to 5 Asset Purchase categories.
Choose whether Sales Tax applies to each revenue, expense and asset purchase category.
Organise Revenue by product (e.g. iPad case), sales channel (e.g. Etsy) or your own custom categories.
Your categories will show in a drop-down menu for fast and easy transaction entry.
Transactions
Enter all your business transactions in one organized place:
Record up to 20,000 transactions with ease!
Error checks prevent dates outside your financial year.
Automatic sales tax calculation so no manual work required!
Select from a drop-down list built from your Chart of Accounts to choose a revenue, expense or asset purchase category.
Add an optional Reference Number (e.g. invoice number).
Attach Hyperlinks to documents stored on your device or cloud services like Google Drive.
Built-in Error Checking helps ensure key details like dates and amounts are not missed.
Income Statement
Effortlessly track your business profitability with a detailed Income Statement that displays:
Every Revenue and Expense category line by line.
Subtotals for Total Revenue and Total Expenses.
Each individual Month.
Totals for all four Quarters.
Total of the Full Year.
Total Profit/(Loss) for each month, each quarter and for the full year.
Year-To-Date Profit/(Loss) for each month, each quarter and for the full year.
Profit/(Loss) as a percentage for each month, each quarter, the full year and year-to-date.
Dashboard
A clean, streamlined dashboard gives you a visual snapshot of your business performance, showing:
Year-To-Date totals for Income and Expenses.
Year-To-Date Profit/(Loss) as a number and percentage.
Total Sales Tax incurred.
A chart that shows Profit/(Loss) by month.
A chart that shows Year-To-Date Profit/(Loss) by month.
A chart that show Income vs Expenses by month.
A chart that shows year-to-date Income by category.
A chart that shows year-to-date Expenses by category.
Summary Report
The Summary Report makes tax time easy by listing revenue, expense, and asset purchase categories with year-to-date totals for:
Each revenue and expense category.
Total Revenue and Expenses.
Each Asset Purchase category.
Total Asset Purchases.
Total Transactions including Sales Tax.
Total Sales Tax separated out.
Total Transactions excluding Sales Tax.
Sales Tax Calculator
Need to pay sales tax? The template calculates it automatically and the report shows:
All Key Numbers by month, quarter and full year.
A handy Tax Calculator you can use to get all the key numbers by whatever date range you like.
Total Revenue by month, quarter and full year.
Total Expenses by month, quarter and full year.
Total Asset Purchases by month, quarter and full year.
Sales Tax Collected by month, quarter and full year for each of the three taxes.
Error Checking
Built-in error checks and safeguards keep your data accurate and protected:
Incorrect entries are Highlighted in Red for quick identification.
Error Alerts also notify you to review potential issues.
Key formulas and cells are Locked and Protected from accidental changes.
Incomplete or invalid transactions are excluded from reports.
Example: only dates within your financial year are accepted.
Video Instructions
Video Instructions are provided to help you quickly and easily learn how to use the template:
Download a copy of the template.
Set up your business in the template.
Enter a variety of different transactions.
Sort your transactions in date order.
Easily find and fix errors.
And more!
PDF Instruction Book
Alongside the spreadsheet, you’ll receive a downloadable PDF Guide which is perfect for:
Finding information faster than with video tutorials.
Keeping a version on hand when you're not online.
Printing and personalizing with your own notes.
Excellent Instructions
"Can not thank you enough for this spreadsheet and the tutorial. I appreciate you so!"
AXELLE - YouTube Comment
Best Spreadsheet Available
"This is the best spreadsheet available. You made it so easy to change the Category Names."
BRAD - YouTube Comment
Hi, I'm Mark Cunningham
And I built this template so you don't have to!
After spending too much money on fancy bookkeeping software, I've returned to using my own spreadsheet to do my business' bookkeeping.
Now I save $600 each year and I don't have to spend hours of my precious time learning how to use Xero or Quickbooks.
I want you to be able to do the same, so I created this Small Business Bookkeeping Template so you can:
Save thousands of dollars over the years
Save hours of your precious time
Avoid the cluttered Etsy templates
Easily calculate Sales Tax
And more!
Spoilt for Choice
"It’s well worth the price as using your spreadsheet means you can do your tax each day if needed or weekly, monthly or quarterly. Spoilt for choice :)"
STEVE - Shopify Seller
Saves Time and Money
"I run a restaurant and don't have time to create a bookkeeping template and I don't have money to spend on software. It's all draining. This is good!"
SUGI - Restaurant Owner
Smarter, Simpler Bookkeeping
Why this template is perfect for your small business ...
Easily Affordable
Say goodbye to expensive software! You'll Save a Fortune compared to pricey bookkeeping software like Xero or Quickbooks.
Uncluttered Design
Unlike the Etsy Templates, our design is clean and intuitive. No unnecessary graphs or budgets – just straightforward bookkeeping that gets the job done.
Built for The USA
The template is designed for small businesses in the United States of America just like yours so you can get the numbers for your sales taxes!
Easy to Learn
Our template is user-friendly and easy to understand. With Full Instructions, you'll be up and running fast, freeing you to focus on growing your business.
So don't spend $600+ on software or waste time making your own spreadsheet when you can get our ...
USA and Global Advanced Bookkeeping Template
For a very offrdable one-time payment of only $37 USD.
EXCEL VERSION
$37
USD one-time payment
Do your bookkeeping in Microsoft Excel
15 Income categories
50 Expense categories
5 Asset purchase categories
20,000 Transactions
Full Video and PDF instructions
Sales Tax calculations with Monthly, Quarterly and Annual numbers
Income Statement with Monthly, Quarterly and Annual numbers
Dashboard with key numbers and charts
Summary Report for your accountant
Built-in Error Checking
SHEETS VERSION
$37
USD one-time payment
Do your bookkeeping in Google Sheets
15 Income categories
50 Expense categories
5 Asset purchase categories
20,000 Transactions
Full Video and PDF instructions
Sales Tax calculations with Monthly, Quarterly and Annual numbers
Income Statement with Monthly, Quarterly and Annual numbers
Dashboard with key numbers and charts
Summary Report for your accountant
Built-in Error Checking
Got Questions?
We've got answers!
This bookkeeping template for Excel and Google Sheets is designed specifically for business in the United States of America (USA). No matter what type of business you're in, you can use this template to do basic bookkeeping, particularly if you have a new business or a small, uncomplicated business.
We have specific templates for some countries. If you want to request a template for your country please send us a message via the form on our Contact page.
Yes you can! Simply click on the button to choose the Excel version and you'll be taken to a checkout where you can make your payment. You will then be taken to a download page where you can download a copy of the Excel file.
Yes you can! Simply click on the button to choose the Google Sheets version and you'll be taken to a checkout where you can make your payment. You will then be taken to a download page where you can make a copy of the Sheets file.
This template calculates up to three different Sales Taxes. While sales taxes are usually categorised as Federal, State and City in the USA, you can set up any three sales tax names and rates you like. Each tax rate can have up to four decimal places.
No. You only need to buy the template once. You can then make as many copies as you like to use to multiple businesses and/or multiple financial years.
If you have a question simply contact us using the form on our Contact page.
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