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Template, CAD 27

Small businessbookkeeping workbook.

Income and expenses logged once, then turned into a monthly profit and loss, an HST summary for each quarter and a list of who still owes you.

Get it for CAD 27What is inside

Price
CAD 27, one time
Opens in
Google Sheets and Excel
Built by
Salman Feroz, CPA, CMA and team
Code word
BOOKS
Small business bookkeeping workbook: a real screen from the workbook, with sample figures
A real screen from the template, shown with sample figures.

What is inside

7 parts, one workbook

Inputs are marked in colour. Everything else calculates. The first sheet is a one-page guide.

  1. 01Income ledger with HST and paid status, 400 linesIncluded
  2. 02Expense ledger with HST paid and a receipt check, 800 linesIncluded
  3. 03Profit and loss by month, with a chartIncluded
  4. 04HST collected, paid and owing for each quarterIncluded
  5. 05Receivables by ageIncluded
  6. 06Kilometre log with business useIncluded
  7. 07Category list you can editIncluded

Who it is for

Small business bookkeeping workbook: who gets the most from it

A full set of books in one workbook, for businesses not yet on software.

Built by The Accounting Doc team in Pickering, Ontario, from the working files we use with clients.

  • Sole proprietors and new corporations
  • Side businesses that have outgrown a shoebox
  • Owners who want clean records to hand to an accountant

Get the small business bookkeeping workbook for CAD 27

CAD 27, one time. Tell us where to send it and we email you a secure payment link. The workbook is delivered to your inbox once it is paid.

  • Income ledger with HST and paid status, 400 lines
  • Expense ledger with HST paid and a receipt check, 800 lines
  • Profit and loss by month, with a chart
  • HST collected, paid and owing for each quarter

No card details are taken on this page. One payment, no subscription.

Small business bookkeeping workbook: your questions

What does the bookkeeping workbook cost?

CAD 27, one time. No subscription. You pay through a secure payment link and the file is emailed to you.

What do I need to open it?

It is a workbook that opens in Google Sheets (File, Import, Upload) and in Excel 2016 or later. No macros, so nothing to enable.

Can I use it for more than one business?

Yes, for your own businesses. Please do not resell or redistribute the file.

What if it does not fit my business?

Reply to the delivery email and tell us what is missing. We will point you to the right template or adjust the approach with you.

Is this accounting or tax advice?

No. It is a working tool. Your own numbers and decisions should be reviewed with your accountant, and we are glad to be that accountant.

Rather have us keep the numbers?

Two questions, then where to reply. You hear from us within one working day with an indicative range and the plan that fits. The exact price is confirmed in writing before any work starts.

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What do you need?

We never ask for confidential documents on this form. Secure upload happens after onboarding.