The All-In-One Bookkeeping Pocket Guide

This detailed Google Sheets bookkeeping tracker will help you save time, and money and help you feel confident about your business finances!

Welcome to The All-In-One Bookkeeping Pocket Guide.

If you’re looking for an easy, no-fuss way to keep track of your income and expenses, this All-in-one Bookkeeping Pocket Guide is perfect for you.

It’s packed with detailed, step-by-step instructions on how to get started with your bookkeeping in Google Sheets. You’ll be able to easily and accurately track your income and expenses, visualize your monthly income and expenses, understand your profit over a year period, and check off your bookkeeping tasks every month. So why wait?

Get organized and get a handle on your finances today with this handy pocket guide.


The All-In-One Bookkeeping Pocket Guide

The do-it-yourself bookkeeping template that ensures your books are in order from the get-go. It tells you exactly how your business is performing financially so that you can make the necessary changes to improve your bottom line.

You’ll be able to track your income and expenses as well as run reports by month or for the whole year. So you can make better business decisions. And maybe even pay yourself. 😉

Want to take a peek?

Inside the All-In-One Bookkeeping Pocket Guide

Video Tutorial

Let me walk through the Google Sheets template as you follow along.

  • Overview of the tabs
  • How to get started
  • How to apply this template to your business

The Spreadsheet

Where the real work starts

  • Enter your business’ information and monthly/annual profit goals
  • Record your sales and expenses each month

The Dashboard

Visually see your income, expenses, and profits, monthly and annually, in a beautiful dashboard.

  • Compare actual profits to goals
  • Review what is bringing in the most money and where you’re spending the most

Monthly Checklist

Stay on top of your bookkeeping.

  • Check off your bookkeeping tasks each month
  • Perfect way to stay accountable and up-to-date

How Do I Know if This is For Me?

Perfect for you if:
  • You are a start-up with less than 50 monthly transactions
  • You see the value in bookkeeping but don’t know where to start
  • You have a few hours a month to dedicate to bookkeeping
  • You can hold yourself accountable and put in the work
Not a fit for you if:
  • You have multiple bank/credit cards
  • Your business has more complicated transactions, such as inventory and payroll
  • You don’t have the time to dedicate to bookkeeping
  • You’re ready for a cloud-based accounting software