Small Business Bookkeeping & Invoice Tracker (Pro) — Google Sheets + Excel with P&L, Tax Summary & Client Ledger

Do your own books in one spreadsheet — and always know your profit and who owes you. An advanced bookkeeping and invoice system for small businesses and freelancers that builds your Profit & Loss automatically, tracks every invoice to paid, and tells you what to set aside for tax. Works in Google Sheets and Excel.

9 connected tabs:

• Business Dashboard — revenue, expenses, net profit, margin, outstanding & overdue invoices and an estimated tax set-aside, all filterable by month.
• Profit & Loss — a full P&L statement that builds itself across all 12 months, by revenue and expense category.
• Invoice tracker — issue/due dates, status dropdown, and automatic days-overdue flags so nothing slips.
• Income & Expense books — categorised ledgers with dropdowns, auto month-tagging and tax-deductible flags.
• Tax Summary — deductible totals by category and an estimated set-aside at your tax rate.
• Client ledger — billed, paid and outstanding per client, with an overdue highlight.

Every figure is a live formula — log a transaction and the dashboard, P&L, tax and client reports all update instantly. Yellow cells show exactly what to fill in. Delivered as an .xlsx: open in Excel, or import to Google Sheets via File ▸ Import ▸ Replace spreadsheet.