The Simply Bookkeeping Spreadsheet: Your Financial Picture in One Place

Feel like your business finances are all over the place?

You’re not alone. Most small business owners don’t feel confident with their numbers, they feel overwhelmed by them.

The Simply Bookkeeping Spreadsheet was created to help you track your income, expenses, invoices, and profit in one clean, simple place. No accounting degree required. No complicated setup. If you're ready to finally see what’s happening in your business (and stop dreading tax season), this spreadsheet was made for you.

If these sound like issues you are facing… then this is your solution.

• You don’t know how much money you’re actually making

• You feel unorganized when it comes to income, expenses, or invoices

• You scramble during tax season trying to pull numbers together

• You don’t know what to ask your bookkeeper—or if you even need one

• You want to track your finances but hate spreadsheets (this one’s different)

✅ What You’ll Get:

• ✅ Monthly Tabs (Jan–Dec) for income + expense tracking

• 📊 Year-at-a-Glance Financial Dashboard

• 🧾 Invoice Tracker

• 📂 Lead & Client Tracker

• 🧘‍♀️ Simple layout, no fluff

• 📥 Instant download (Excel + Google Sheets compatible)

💡 You don’t have to be a “numbers person” to keep your business organized.
This spreadsheet does the heavy lifting so you can spend less time stressing over your books and more time actually growing your business.

💬 Need help getting started or want to make sure you’re using it right?
I offer 1:1 mentorship and strategy calls for business owners just like you.
👉 Click here to schedule a free discovery call if you’d like personal support.