Profile PictureSanat | The Accountant Guy (Finance Products)

Small Business Bookkeeping

1 rating

If you own a small business, this specialized small business bookkeeping template can help you manage business income, expenses, profits, manage inventory and gather tax-related information separately from your personal finances.

Get a quick overview of how your business financials are with the availability of 3 reports:

  • Balance Sheet
  • Profit and Loss
  • Cash Flow Statement

Key Features:

Track your finances effortlessly:

✓ Income/ Expenses - Keeps track of your income and expenses in one central location. 💰

✓ Assets / Liabilities - Find assets and liabilities balances with easy addition of transactions. 🏦

✓ Cash Flow Statement - Find position of cash flow from Operating, Investing and Financing Activities in the business. 💵

✓ Debt - Tracks and helps you make debt payments on time. 💳

✓ Savings - Helps to create savings funds to meet your future financial goals. 💵

✓ Budget - Do budgeting to minimize expenses and maximize income opportunities. 💲

✓ Bank - Manage bank accounts centrally and assign them for specific needs. 🏦

✓ Net Worth - Calculate net worth to assess your financial position and grow your wealth over time. ⚖

✓ Inventory - Set inventory re-order levels and assess the position of inventory levels all the time at one glance. 📦

✓ Investments - Manage all your investments onto different sectors for the business at one glance effortlessly. 📈

✓ Tax - Pay taxes on time for each quarter and assess tax liabilities along with the Input Tax Credit available for each quarter. ✅

Unique Benefits of Bookkeeping Template:

  • Easy-to-use interface: An intuitive and easy-to-use interface for effortless bookkeeping, financial tracking, client payment management, scheduling meetings and events, and also managing key contact information as well. An informative How to Use guide is also included under each section.
  • Customizable categories: It's easy to customize the categories of each section to suit your needs and requirements.
  • Historical tracking: This helps you keep track of historical transactions and client-related activities for easy reference.
  • Real-Time tracking: Provides real-time updated accounts and helps simplify the bookkeeping process for any user.

Any questions?

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Does this work on the free version of Notion?

Yes. Once you've made the purchase, you will get a link to duplicate this to your Notion workspace. You don't need to be on Notion's Personal Pro plan to use it.

Do you offer customization or other support, if something is needed to suit my specific use case?

Yes. Reach out to me at to know more.

Does the template contain Notion Formulas 2.0?

Yes, all the templates are upgraded to Notion Formula 2.0 (by default).

Can I share this template?

This Notion template comes with a personal license for individual use. Feel free to use the template with your internal team. But please do not share it with other individuals.

What will happen after my purchase?

Right after your purchase, you will be made available with the link to download the template. After downloading the template, you will be able to duplicate it in your own workspace. You’ll also receive an email with the link to the template and other relevant files.

Is there a refund policy?

Yes, If you feel that the template hasn't provided you with any value, write to us & we'll give you a refund within the first 30 days of purchase. We're passionate about making products people find value in and we're confident in the value of this.

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30-Days Money-Back Refund Policy

This product hasn't provided you with any value? Email; we'll give you a refund within the first 30 days of purchase.

Last updated Oct 16, 2023

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Small Business Bookkeeping

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