A guided Excel workbook for small business owners who need one organized place to gather records, prepare for bookkeeping setup, and create a cleaner handoff to a bookkeeper or CPA.
Use it to organize business information, accounts, opening balances, income, expenses, vendors, customers, loans, assets, sales tax records, missing items, and follow-up questions.
The workbook includes 28 protected tabs, dropdowns, formulas, automatic totals, Dashboard reports, examples, and a Read Me & Quick Start Guide.
Best for: contractors, farmers, ranchers, service businesses, family businesses, retailers, and self-employed owners.
Included:
Excel workbook
Read Me PDF
Dashboard reporting
Protected formulas and report areas
Open data-entry cells
Optional tabs for A/R, A/P, jobs, payroll, and more
Designed for Microsoft Excel. Google Sheets may change some formulas, dropdowns, charts, protection, or formatting after conversion.
This is a bookkeeping-preparation and record-organization tool. It is not accounting software, a direct QuickBooks import file, or tax, legal, payroll, or financial advice.
Digital download only. No physical product will be mailed.
