Guides to bookkeeping, cash flow, profit and loss and invoicing for small businesses, with spreadsheet examples you can adapt. Start here to choose the right template and set up a simple finance routine.
A practical comparison of keeping your books in a spreadsheet or in accounting software: what each does well, where each breaks down, the signs it is time to switch and how to move without losing history.
Read a profit and loss statement from top to bottom: what each line means, how to calculate gross, operating and net margin, how to compare periods and what the report does not tell you.
Build a working bookkeeping template in Excel from a blank workbook: a transactions table with drop-downs, a SUMIFS monthly summary, profit lines and a bank reconciliation check.
A step-by-step guide to small business bookkeeping: choose cash or accrual, separate your accounts, set up categories, record weekly, keep IRS-ready records and read a monthly P&L.