Practical, CPA-built spreadsheets and tools for small business owners who do their own books. Designed by Mindy Kiliszewski, CPA, in Grand Rapids, MI — so the categories, formulas, and reports match how a CPA actually reads your finances.
A simple, CPA-built Google Sheets workbook that helps you track your business income, expenses, and profit in one place. Categories, formulas, and dashboard charts are pre-built — just make your own copy and start entering transactions.
Three connected sheets that give you a complete picture of your small business finances — no software, no learning curve.
Log every sale with date, customer, and amount. Automatic monthly totals and a sales-per-month chart so you can see your revenue trends at a glance.
Categorize every business expense with CPA-approved categories that map to Schedule C and your business tax return. Monthly totals roll up automatically.
A clean dashboard that pulls income and expenses together: monthly profit, year-to-date totals, and side-by-side bar charts so you always know where you stand.
Self-employed professionals who file a Schedule C and want clean, organized records without paying for accounting software.
Etsy sellers, consultants, coaches, and creators tracking their first few thousand in revenue who need something simple and tax-ready.
Single-member or small LLCs that want their own books in order before handing off year-end financials to a CPA.
A pre-built Google Sheets workbook with an income tracker, expense tracker, monthly profit and loss view, and an at-a-glance dashboard with sales-per-month and expenses-per-month charts. Categories, formulas, and charts are all set up — just make a copy to your own Google Drive and start entering transactions.
It's built in Google Sheets so it works on any device with a browser, no software to install. After purchase you receive a link to make your own private copy. You can download as an Excel file from Google Sheets, but the formulas and charts are designed and tested in Google Sheets.
Yes. Customers receive any future updates to the Small Business Bookkeeping Tracker for the same purchase — including category refinements, new dashboard views, and tax-year updates. Delivery and updates are handled through Kit (formerly ConvertKit Commerce).
The tracker is designed for sole proprietors, freelancers, side-hustlers, and micro-LLCs in Grand Rapids and across the U.S. who want a simple, CPA-built way to track their business finances without paying for QuickBooks. If you're earning under roughly $250K a year and you're comfortable entering transactions into a spreadsheet, this template is a great fit.
We'd love to take it off your plate. The $37 template is a DIY option for owners who want to do their own books. If your business has grown beyond what a spreadsheet can support, or you simply don't want to spend the time, our CPA-reviewed monthly bookkeeping service is built for you. Book a free 30-minute consultation and Mindy will tell you which option fits best.
Let Mindy handle your monthly bookkeeping with full CPA oversight — categorization, reconciliation, and year-end tax-ready financials.
Free tax deadlines, document checklists, and downloadable IRS forms for Grand Rapids individuals and small businesses.
When the template fills up, we file your federal and Michigan business return — Schedule C, LLC, S-corp, or partnership.
