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Detailed Research - 10 Pages

Small Business Bookkeeping Starter (Free)

A free starter kit for doing your own books: a copy-ready bookkeeping spreadsheet with auto-calculating profit & loss and a plain-English setup checklist.

Free — copy-ready

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Free — no signup, no email gate

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Table of Contents

  • Copy the bookkeeping template and make it yours
  • Set up income and expense categories that map to tax buckets
  • Reading your automatic profit & loss
  • Month-end and year-end checklist
  • When to move from a spreadsheet to accounting software

Key Insights

1

Most sole proprietors can run tax-ready books in a single spreadsheet, no software needed

2

Tagging expenses to deduction buckets as you go saves hours at tax time

3

Manual entry volume is the clearest signal it's time to add a bank feed or accounting tool