01/13/2026
Struggling to keep your business finances organized? 📊
As a CPA, I've seen how overwhelming it can be for small business owners to track income and expenses—especially when tax season rolls around! You're not quite ready for fancy bookkeeping software and you need something to get straight to the point!
That's why I created a simple, user-friendly Excel/Google Sheets template designed specifically for small businesses. It helps you:
âś… Track all income and expenses in one place
âś… Categorize transactions for easy tax prep
âś… Stay organized year-round (not just at tax time!)
âś… Save time and reduce stress
No complicated software needed—just a straightforward system that works.
Grab your template today: https://www.etsy.com/listing/1725103219/small-business-bookkeeping-and-tax
Already a tax client of mine? You can have this template for free! Just let me know.
Have questions? Drop them in the comments or send me a DM!