Small Business Bookkeeping Excel Template
The MetricSuite Bookkeeping Workbook gives small business owners a simple way to track income, expenses, customer balances and business totals without complicated accounting software.
Simple Bookkeeping for Small Businesses
Keeping track of money coming in and going out shouldn’t require complicated accounting software. The MetricSuite Bookkeeping Workbook is a practical spreadsheet for small business owners who want to see where their money is going and what customers still owe them.
Record your income and expenses, monitor outstanding customer balances and use the built-in calculations to keep your business numbers organized month after month.
You don’t need an accounting background to use the workbook. Enter your business information, let the spreadsheet handle the calculations, and keep your records in one place.
What’s Included
Income & Expense Tracking
Record money coming into your business and the expenses you pay to operate it.
- Track business income
- Track operating expenses
- See totals without manual calculations
- Keep recurring business records organized
Customer Balance Tracking
Keep track of outstanding amounts when customers haven’t paid in full.
- Record customer balances
- Monitor outstanding amounts
- Keep accounts receivable organized
- See what is still owed
Who Is This Workbook For?
Small Business Owners
Keep your day-to-day income, expenses and customer balances organized without investing in expensive accounting software.
Entrepreneurs & Freelancers
Maintain a simple record of money earned and business expenses so you can understand your numbers over time.
How It Works
Complete the secure checkout through Lemon Squeezy.
Your download information is delivered after checkout.
Enter your income, expenses and outstanding balances and let the workbook organize the totals.
Excel and Google Sheets Compatible
The workbook is designed for use with Microsoft Excel and Google Sheets, giving you flexibility to work on your computer or in the cloud.
It is a digital download, so there is no physical product to ship and no recurring subscription.
Bookkeeping Workbook FAQ
What is the MetricSuite Bookkeeping Workbook?
It is a downloadable spreadsheet for tracking small business income, expenses, outstanding customer balances and business totals.
Does it work with Google Sheets?
Yes. The workbook is designed to work with Excel and Google Sheets.
Do I need accounting experience?
No. The workbook is designed for small business owners who want a straightforward way to organize their numbers.
Is this a subscription?
No. It is a one-time purchase with no recurring subscription charge.
How do I receive the workbook?
After checkout, Lemon Squeezy provides the download information electronically.
Ready to Get Your Business Numbers Organized?
Replace scattered notes and complicated spreadsheets with one practical workbook for tracking income, expenses and customer balances.
Buy the Bookkeeping Workbook — CA$19.99MetricSuite provides business tools and templates for planning and record keeping. This workbook is not accounting, tax or legal advice.