Small Business Templates Built by a CPA

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.

Small Business Bookkeeping Tracker — Google Sheets template by 4K Accounting

Small Business Bookkeeping Tracker

$37 · Google Sheets · One-time

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.

  • Monthly income tracker with sales-per-month chart
  • Expense tracker with category breakdowns
  • At-a-glance profit & loss dashboard
  • Pre-built formulas — no spreadsheet skills required
  • Works on desktop, tablet, and mobile
  • Lifetime access & future updates
Get the Tracker — $37 Secure checkout via Kit · Instant Google Sheets access

Everything You Need to Track Your Books

Three connected sheets that give you a complete picture of your small business finances — no software, no learning curve.

Income Overview

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.

Expense Tracker

Categorize every business expense with CPA-approved categories that map to Schedule C and your business tax return. Monthly totals roll up automatically.

Profit Dashboard

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.

Built for Small Business Owners Who Do Their Own Books

Sole Proprietors & Freelancers

Self-employed professionals who file a Schedule C and want clean, organized records without paying for accounting software.

Side-Hustlers

Etsy sellers, consultants, coaches, and creators tracking their first few thousand in revenue who need something simple and tax-ready.

Micro-LLCs

Single-member or small LLCs that want their own books in order before handing off year-end financials to a CPA.

Common Questions About the Bookkeeping Tracker

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.

Prefer to Hand It Off?

Get the Bookkeeping Tracker — $37

Make your own copy in Google Sheets in under a minute. Start tracking income, expenses, and profit today — built by a CPA who actually files small business returns.