Organize Your Finances. Track Your Expenses. Know Your Numbers.
Tired of trying to figure out where your business money is going?
Are you a small business owner struggling to keep track of income, expenses, receipts, and profits? Maybe tax season comes around, and you're scrambling to put your financial records together.
It's time to take control of your business finances!
Introducing the Small Business Financial Workbook by Fixer Financial Services — an easy-to-use, editable Excel spreadsheet designed to help business owners organize their financial information in one place.
No expensive accounting software required!
WHAT'S INCLUDED?
Your digital workbook includes 8 worksheets to help you manage your business finances:
1. Getting StartedEnter your business information and follow simple instructions to begin tracking your finances.
2. Profit & Loss Statement
Track income and expenses from January through December
Automatically calculate monthly totals
View annual business income and expenses
Identify your overall profit or loss
3. Business Income Tracker
Record customer payments
Track business revenue
Organize income transactions
4. Business Expense Tracker
Record business purchases and payments
Select expense categories using dropdown menus
Track business-use percentages
Automatically calculate expense totals
5. Depreciation Schedule
Track business equipment, furniture, and vehicles
Record purchase costs and dates
Select supported depreciation methods
Organize asset information for tax preparation
6. Business Balance Sheet
Track business assets
Record liabilities
Organize owner's equity
Review balance sheet totals
7. Home Office Expense Worksheet
Enter total home square footage
Enter business-use square footage
Track qualifying home expenses
Compare simplified and actual-expense calculations
8. A–Z Business Expense Guide
51 common business expense categories
Detailed descriptions
Potential tax deduction considerations
Documentation guidance
PERFECT FOR
Small business owners
Self-employed individuals
Freelancers and independent contractors
Sole proprietors and single-member LLCs
Consultants and service providers
Online shop owners and Etsy sellers
Entrepreneurs preparing for tax season
WHY YOU'LL LOVE IT
✓ Beginner-friendly layout
✓ Automatic calculations
✓ Organized monthly and annual totals
✓ Editable Microsoft Excel workbook
✓ No monthly software subscription
✓ Reusable for different tax years
✓ Helps you organize records for your tax professional
✓ Instant digital download
HOW IT WORKS
STEP 1: Purchase and download your digital workbook.
STEP 2: Open the file in Microsoft Excel.
STEP 3: Enter your business income, expenses, and other applicable financial information.
STEP 4: Let the built-in formulas calculate your totals.
STEP 5: Save your completed workbook and use it to review your financial activity or prepare for tax season.
IMPORTANT INFORMATION
THIS IS A DIGITAL PRODUCT. No physical item will be shipped.
Your purchase includes an editable Microsoft Excel workbook (.xlsx).
The workbook may also be imported into Google Sheets; however, some Excel-specific features, formulas, and dropdowns may require adjustments. Full Google Sheets compatibility is not guaranteed.
This product is intended for financial organization and recordkeeping. It does not replace professional bookkeeping, accounting, or tax advice.
Expense eligibility, depreciation deductions, and home-office deductions depend on applicable tax laws and individual circumstances.
Digital products are intended for personal or internal business use only. Resale, redistribution, and sharing of the original template are prohibited under this listing's license.
TAKE CONTROL OF YOUR BUSINESS FINANCES!
Stop guessing where your money is going. Start organizing your numbers and making more informed business decisions.
Download your Small Business Financial Workbook today!
Created by Fixer Financial Services
Know Your Numbers. Build a Stronger Business.
