Small Business Bookkeeping Income Expense Tracker Accounts Receivable Payable Profit Loss Balance Sheet Cash Flow Debt Schedule

A bookkeeping bundle to make Small Business Bookkeeping easy!

Includes:

1. Income and Expense Tracker so you can easily record all your income and expenses and get an immediate idea of how your business is performing.

2. Income Statement (Profit and Loss Statement) that is automatically generated and can be printed - very useful for tax time

3. Powerful Accounts Receivable and Accounts Payable Tracker - automatically generates Open Invoices and Printable Aging Reports - great for presenting to banks, investors and for your own records. (The Accounts Receivable and Accounts Payable tracker will only work in Google Sheets)

4. Balance sheet template - formatted to print - record all your assets and liabilities (you would have to input the figures)

5. Cash Flow template - part of the template is automatically filled from Income and Expenses - while some of it you would have to input.

6. Debt Schedule template - Record all your loans, lines, notes with all pertinent details - great for your own records and for presenting to banks and investors.

7. Business Plan template - Easy to fill business plan with sections to guide you.

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FEATURES
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- No learning curve. Very easy to start recording income and expenses immediately.

- Dashboard automatically calculates in real time.

- Summary of Income, Expenses and Profit
a) By Month
b) By Income Category
c) By Expense Category

- 15 Income Sources and 40 Expense Categories - fully customizable

- Gross Income and Net Profit recorded separately

- Expenses are divided into Cost of Goods Sold and Operating Expenses

- Sales Tax can be entered for both Income and Expenses if needed as an option.

- Profit & Loss Statement is auto-generated and formatted for printing (very useful during tax-time and presentation to lenders)

- Ample space for Product ID, Description and Notes

- Easily Sort and Filter by any field like Date, Category, Product ID etc.

- Enter all your invoice details in the Accounts Receivable and Accounts Payable tracker. It will automatically track number of days outstanding for each invoice and will generate all your Open Invoices as well as printable Accounts Receivable and Accounts Payable Aging Reports - great for handing to your bank or investor.

- PDF has step-by-step instructions with pictures.

- Use any 12 month period as your accounting / fiscal period

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VIDEO of Easy Business Bookkeeping Bundle
See how easy it is to record transactions and see how your business is performing at any given time.
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DESIGN
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Income and Expense Tracker includes
SETTINGS, DASHBOARD, INCOME, EXPENSE, INCOME STATEMENT (P&L), BALANCE SHEET, CASH FLOW, DEBT SCHEDULE

Accounts Receivable and Payable Tracker includes
SETTINGS, ACCOUNTS RECEIVABLE, ACCOUNTS PAYABLE, OPEN INVOICES, ACCOUNTS RECEIVABLE PRINTABLE AGING REPORT, ACCOUNTS PAYABLE PRINTABLE AGING REPORT.

- Eye soothing pastel colors which you can change as you like

- Graphs to give a quick visual overview

- Intuitive flowing design

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SUPPORT
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- Please reach out to me if you have any questions.

Please note that the Accounts Receivable and Accounts Payable Tracker will only work in Google Sheets. It will not work in Excel.

This is designed to work in Google Sheets. You only need a free Google account to use it.
Download Instantly and use.
You will get a PDF File with a link to the Google Sheets spreadsheet and step-by-step instructions.
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