Do your own bookkeeping without wondering what you're supposed to be doing. Know exactly where your business stands, every month, without digging through bank statements or guessing at tax time.
A simple Google Sheets bookkeeping system designed for solopreneurs and straightforward service businesses that aren't ready for full accounting software or a monthly bookkeeper.
Track your income and expenses, organize your financial records, review your numbers, prepare for taxes, and follow a simple routine for staying caught up throughout the year.
More Than a Bookkeeping Spreadsheet
Recording transactions is only one part of keeping your books organized.
This system walks you through what to track, what financial records to keep, how to review your transactions, and what to do each month so your bookkeeping doesn't turn into a year-end catch-up project.
You'll have a simple process for:
Record → Organize → Match → Review → Set Aside → Repeat
No complicated accounting system. Just a practical bookkeeping routine you can actually maintain.
What's Included
Google Sheets Bookkeeping System
Your spreadsheet includes:
- Set Up to customize income and expense categories for your business
- Income Transactions to record and categorize the money your business receives
- Expense Transactions to record expenses and link receipts
- Mileage Tracker to maintain your business mileage records
- Profit & Loss reporting that updates automatically from your transactions
- Monthly P&L to see your results throughout the year
- Owner's Draw to track money you take out of the business separately from business expenses
- Tax Set-Aside to help you plan for taxes using guidance from your tax professional
- Matched transaction tracking to help you review your records against bank and credit card activity
Financial Organization System
You'll also learn how to set up a simple Google Drive system for your:
- Bank and credit card statements
- Receipts
- Income documents
- Bookkeeping reports
- Tax documents
You can link supporting documents directly to your bookkeeping spreadsheet so your records aren't scattered across your inbox, downloads folder, and computer.
Step-by-Step Help Guide
The included Help Guide walks you through:
- Setting up your bookkeeping system
- Organizing your financial files
- Recording income and expenses
- Tracking mileage
- Reviewing and matching transactions
- Understanding your numbers
- Tracking Owner's Draw
- Using the Tax Set-Aside
- Creating a weekly and monthly bookkeeping routine
- Working with your tax professional
- Common bookkeeping questions
Short Video Tutorials
Prefer to see how something works?
Short screen-recorded tutorials show you how to use the system and complete the most important bookkeeping tasks without sitting through a full bookkeeping course.
Use them when you need them and come back to them anytime.
A Simple Routine You Can Maintain
You don't need to do bookkeeping every day.
For many small businesses, setting aside one consistent time each week to record transactions, organize receipts, and update your records is enough to prevent everything from piling up.
Then complete a more thorough review after the month ends.
Weekly: Keep your records updated and organized.
Monthly: Match your transactions, review your numbers, and make sure the month is complete.
The goal isn't to spend more time bookkeeping. It's to have a system that makes it easier to know it's taken care of.
Who This Is For
This system was created for solopreneurs and straightforward service-based small businesses that:
- Are making money but don't have a consistent bookkeeping system
- Are doing their own bookkeeping because they aren't ready to hire a bookkeeper
- Want something more organized than notes, bank statements, or a basic income-and-expense list
- Want to understand what they're tracking without learning complicated accounting software
- Need a repeatable system they can maintain throughout the year
- Want to be more organized when it's time to work with their tax professional
This may be especially useful for coaches, consultants, health and wellness professionals, freelancers, and other service providers with relatively straightforward finances.
When This May Not Be the Right Fit
This system is intentionally simple.
If your business has more complex accounting needs, such as significant inventory, payroll accounting, complicated accounts receivable or accounts payable, or other advanced accounting requirements, dedicated accounting software or professional bookkeeping support may be a better fit.
Why I Created It
I'm a bookkeeper, but I also understand what it's like to run a small business and not be ready to pay someone else to handle everything behind the scenes.
You still need to keep track of your money. You still need organized financial records. And you still need to know what you're actually supposed to do each month.
I created this system to give small business owners a practical way to handle that without making bookkeeping more complicated than it needs to be.
How It Works
1. Make your copy.
Set up your categories and financial folders for your business.
2. Record and organize.
Track your income, expenses, mileage, receipts, and supporting documents.
3. Stay caught up.
Follow the simple weekly and monthly routine to match transactions and review your numbers.
4. Repeat.
At the end of the year, you'll already have organized bookkeeping records to help you work with your tax professional.
Make a fresh copy for each calendar year and continue using the same system.
Terms:
Due to the instant-access nature of digital products, all sales are final. If you have a question about whether this template is right for you before purchasing, feel free to reach out at kati@simplyhealthybookkeeping.com and I am happy to help.
This template is for personal or single-business use only. It may not be resold, redistributed, or shared as your own product.