I will create a custom bookkeeping spreadsheet
About this Gig
Need a bookkeeping spreadsheet that actually fits your business instead of forcing your business into a generic template?
I will create a custom Excel bookkeeping spreadsheet designed around the way your small business works.
Whether you need a simple income and expense tracker or a more complete multi-tab bookkeeping workbook, I can build a clean, practical system that makes your financial information easier to track and understand.
YOUR WORKBOOK CAN INCLUDE:
Income tracking
Expense tracking
Custom income and expense categories
Monthly summaries
Automatic totals and calculations
Business-specific fields
Multiple customized worksheets
Summary dashboards and reporting, depending on your package
WHY WORK WITH ME?
I am an experienced professional bookkeeper who works with real small-business financial records every day. I build spreadsheets from a bookkeeping perspective with a focus on making them practical, organized and easy for a business owner to actually use.
Your workbook will be customized to your business needs and tested before delivery.
PLEASE NOTE: This gig is for the creation of a bookkeeping spreadsheet or workbook. Transaction entry, historical bookkeeping, bank reconci
FAQ
Is this gig for bookkeeping services?
No. This gig is for creating a customized bookkeeping spreadsheet or workbook for you to use. Transaction entry, reconciliation, tax preparation and ongoing bookkeeping are not included.
Can you customize the spreadsheet for my type of business?
Yes. Tell me what type of business you operate and what you need to track. I can customize categories, fields, worksheets and summaries to suit your needs.
Can the spreadsheet calculate totals automatically?
Yes. Depending on your package, I can include formulas for automatic totals, monthly summaries, category totals and other useful calculations.
Can you add more worksheets or features?
Yes. Additional customized worksheets can be added as a Gig Extra. For larger or more complex workbooks, please message me before ordering.
Can you work from a spreadsheet I already use?
Yes. You can upload your existing spreadsheet as a reference and explain what you would like improved, changed or added.
Will you enter my transactions into the spreadsheet?
No. This gig covers creation and customization of the workbook only. Data entry and historical bookkeeping are not included.
