• Dashboard interface with financial tracking features on a light background
  • Two computer screens displaying income and expenses tracking software with text on a light background.
  • Screenshot of customizable financial setup and accounts template with text on a light green background
  • Tax and reporting software interface with 'Sales Tax Tracker' and 'Balance Sheet' on a light background.
  • Phone screen displaying financial app with 'Quick View' feature on a light gray background
  • Comparison chart between 'Other Software' and 'This Template' for small businesses.
  • List of features included in a financial management software package on a white background.
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Business Bookkeeping Planner

Business Bookkeeping Planner

$24.55 CAD
$37.77 CAD $24.55 CAD
Sale Sold out

You started your business to do the thing you love, not to spend Sunday nights drowning in receipts and wondering where all the money went.

The Business Bookkeeping Planner is a Google Sheets template built for solopreneurs, freelancers and small business owners who want clean, organized finances without paying monthly for software that was built for a company ten times their size.

One purchase. Yours forever. No subscription. No login. No learning curve.

This is for you if:

  • You're a freelancer, solopreneur or small business owner ready to get your finances organized
  • You're tired of paying monthly for software that's more complicated than your business needs
  • You want dashboards that actually show you something useful, not just raw numbers
  • Tax season currently stresses you out more than it should
  • You don't have the time or desire to learn complicated spreadsheet formulas or spend hours developing a system on your own

What's inside:

Everything lives in one place — your income, expenses, dashboards and tax tracking all connected automatically. Enter a transaction once and your dashboards update instantly.

Three powerful dashboards:

  • Monthly Dashboard — see exactly how each month performed with income, expenses, profit, goal tracking and plain-English insights
  • Annual Dashboard — track full-year trends, category breakdowns and year-over-year growth
  • 5-Year Dashboard — watch your business grow with five-year income tracking, goal progress and long-term trend analysis

Built for the way you actually work:

  • Multiple income streams? No problem. Track up to 15 income and expense categories, fully customizable to your business
  • Selling on Etsy, doing UGC and affiliate links on the side? Everything goes in one tab, filtered automatically by year
  • Works for Canadian sellers (GST, HST, QST ready), US sellers and international sellers

More than just a spreadsheet:

  • Automated Insights at a Glance on every dashboard — plain-English observations about your numbers so you always know what to look at
  • Goal tracking with visual progress bars for every month and every year
  • Receipt storage with Google Drive links so your paper trail is always one click away
  • Sales Tax Tracker with auto-calculated monthly totals and a regional tracking section for filing
  • Accounts tab with auto-calculated balances for all your bank accounts and payment processors
  • Quick View tab sized for mobile — check your numbers on the go
  • 5-year profit goal tracking so you can actually plan ahead

No accounting experience needed. If you can type a number into a cell, you can use this template. Every formula is already built in. Every chart updates automatically. A full How to Use guide is included.

What's included:

  • Small Business Bookkeeping Planner Google Sheets template (instant access via link)
  • Full How to Use Guide (PDF)

How it works: After purchase, you'll receive a link to make your own private copy of the Google Sheets template. It's yours — fully editable, never shared with anyone else. You'll need a free Google account to use it.

View full details

Frequently Asked Questions

What format is this template in?

The Business Bookkeeping Planner is a Google Sheets template. You'll need a free Google account to use it — no paid software required.

How do I access my purchase after buying?

You'll receive an email after purchase with instructions and a link to access your template and How to Use Guide. Everything is delivered instantly and automatically.

Do I need any spreadsheet experience?

No. Every formula is already built in and every chart updates automatically. If you can type a number into a cell, you can use this template. A full How to Use Guide is included to walk you through setup.

Can I customize the categories?

Yes — income and expense categories are fully customizable. You set them up once in the Setup tab and they populate automatically across the entire template.

Does this work for Canadian businesses?

Yes. The Sales Tax Tracker supports GST, HST and QST. It also works for US and international sellers.

Can I use this on my phone?

Yes. The Quick View tab is specifically designed for mobile so you can check your key numbers on the go. The full template works best on desktop.

Is this a one-time purchase?

Yes — you pay once and the template is yours forever. No subscription, no renewal, no login required beyond your free Google account.

Will this replace my accountant?

No — and it's not designed to. What it will do is keep your finances organized year-round so that when you do work with an accountant, you're walking in prepared. Clean records, categorized expenses, and a Balance Sheet ready to share means less time (and money) spent on their end sorting through your numbers.

What if I have a question or something isn't working?

Reach out at kaiaadesignco@gmail.com and I'll help you get sorted.

Do you offer refunds?

Because this is a digital product delivered instantly, all sales are final. If you're experiencing a technical issue, please contact me and I'll do my best to make it right. Please read the full product description before purchasing to make sure this is the right fit for you.