SereneSheets
Small Business Bookkeeping — Self-Building Profit & Loss for Google Sheets & Excel
Small Business Bookkeeping — Self-Building Profit & Loss for Google Sheets & Excel
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A fully automated Small Business Bookkeeping spreadsheet that turns your income and expense log into a complete monthly Profit & Loss statement — for Google Sheets and Excel. Log a sale or an expense once, and your P&L, net profit, and profit margin update automatically every month, no formulas to build and no spreadsheet experience required.
✨ Why You'll Love It
- ✔ Self-building Profit & Loss — a full 12-month breakdown of income by channel AND expenses by category
- ✔ Tracks income across 5 channels: Etsy, Shopify/Website, Markets & Fairs, Wholesale, and Other
- ✔ Sales tax collected is tracked separately from revenue, so you never mistake it for income
- ✔ Expenses flagged as deductible for easier tax time
- ✔ Net Profit and Profit Margin calculate automatically, month by month and year to date
- ✔ Works perfectly in both Google Sheets and Microsoft Excel
📦 What's Included
- ✔ Light Edition — Excel (.xlsx) + Google Sheets copy link
- ✔ Dark Edition — Excel (.xlsx) + Google Sheets copy link
- ✔ Quick Start Guide (PDF)
🎯 Perfect For
- ✔ Small shop and online business owners who need real books, not just a spending log
- ✔ Sellers on Etsy, Shopify, or at markets who want income tracked by channel in one place
- ✔ Anyone who wants sales tax kept clearly separate from actual revenue
💬 Frequently Asked Questions
What's included in the Small Business Bookkeeping template?
A Dashboard, an Income log, an Expenses log, and a Profit & Loss sheet that self-builds a full monthly breakdown from your Income and Expenses — no manual entry into the P&L itself.
Does it work with Google Sheets and Excel?
Yes. Every purchase includes both versions, so you can use whichever platform you prefer.
Can I use my own currency?
Yes. You can change the currency symbol in seconds without affecting any formulas or calculations.
Does the P&L break down expenses too, or just income?
Both — the P&L shows a full monthly breakdown of income by channel and expenses by category (Materials & COGS, Platform Fees, Shipping, Marketing, Software, Equipment, Education, and Other), with Net Profit and Profit Margin calculated automatically.
⚙️ More Details
How it works
1. Purchase your template.
2. Download instantly after checkout.
3. Open it in Google Sheets or Microsoft Excel.
4. Enter your numbers and let the planner do the rest.
Compatibility
Compatible with Google Sheets, Microsoft Excel, Windows, Mac, and mobile viewing through Google Sheets.
Need something different?
Looking for a custom version? We can create a personalized template with different categories, a custom color theme, extra tabs, additional dashboards, or other features to match your needs. Simply contact us and tell us what you're looking for—we'd love to help.
Support & 30-Day Guarantee
Need help? Contact us anytime at support@serenesheets.com. If the template isn't the right fit, you're covered by our 30-day money-back guarantee.
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