Canadian Bookkeeping

Q: Do I need to pay a monthly subscription?

Nope! No subscriptions, no hidden fees—just a one-time purchase and it’s yours forever. Access your templates anytime, no extra costs!

Q: Is this spreadsheet beginner-friendly?

Absolutely! Our templates are designed to be super easy to use , with clear instructions to guide you every step of the way. Plus, you’ll find an internal guide and handy tips inside to make things even smoother!

Q: Can I use the spreadsheet on multiple devices?

Yes! Once downloaded, you can access it on any device that supports Google Sheets and Excel (Excel is available only for templates that include an Excel version). Manage everything from your laptop, tablet, or phone—for free!

Why Choose This Template

Small business bookkeeping in Canada can get complicated with multiple tax systems, but this template simplifies it all. From income and expense tracking to tax calculations and profit analysis, you’ll have everything organized in one place. With dual-tax support, customizable categories, and clear summaries, you can save time, stay compliant, and make smarter financial decisions without stress.

What’s Included

The template itself includes 7 dedicated tabs:

Setup Page – Customize categories (up to 40 income + 40 expense), select your tax system, set profit goals, and choose your currency
Income Entries – Record income transactions with categories, descriptions, tax amounts, and client details
Expense Entries – Log expenses with full tax handling, payment methods, and categories
Monthly Overview – View income, expenses, and taxes with detailed breakdowns and visual graphs
Annual Overview – Analyze your full year with summaries, sales tax sections, and profit tracking
Custom View – Filter by any date range for tailored insights
Balance – Track balances by payment method and total amounts, with optional date filters

With your purchase, you’ll also receive a PDF instantly after checkout. Inside, you’ll find:

Clickable links to access both the Google Sheets and Excel versions
A sample template with prefilled data to explore before adding your own
A video tutorial showing exactly how to access and start using your files

Who It’s Perfect For

✔️ Canadian small business owners who need simple but complete bookkeeping
✔️ Freelancers and service providers managing dual taxes (GST, QST, HST, PST)
✔️ Etsy sellers, Shopify owners, and side hustlers in Canada
✔️ Business owners who want clear monthly and annual financial snapshots

Key Benefits

✨ Dual Tax Support – Manage GST, QST, HST, and PST with ease
✨ Save Time – Automated calculations for income, expenses, and taxes
✨ Stay Organized – Separate tabs for monthly, annual, and custom views
✨ Make Smarter Decisions – Visual graphs and clear breakdowns highlight where money is going
✨ Beginner Friendly – Designed for users with no bookkeeping background
✨ Flexible & Customizable – Adjust categories, tax rates, and profit goals to fit your exact needs

Important Notes

Please Read Before Purchasing

Digital Download Only – No physical item will be shipped
Gmail Required – Needed to access both Google Sheets and Excel versions
Template Language – Provided in English (some browsers auto-translate listings, but the spreadsheet itself is English-only)
Excel Version – Requires an updated version of Microsoft Excel with modern formulas
Colors May Vary – Slight differences may appear depending on screen settings
No Refunds or Cancellations – Due to the digital nature of this product; please contact us if you need support
Personal Use Only – Copyright © Serenata’s Team (Glys Solutions L.P. / Nimbus Reach LLC). Redistribution, resale, or reproduction is strictly prohibited
Disclaimer – This is a personal bookkeeping tool. It does not provide legal, financial, or tax advice. Please consult a licensed professional for those services
Liability – By purchasing, you agree Serenata’s Team is not liable for outcomes from its use

What People Are Saying

Great product. Inexpensive and excellent way keep your finances in order

Beautifully designed, and well thought-out.

Sent this directly to my accountant and using it again for 2025 tracking!

I shopped around for an accounting system very simple to use. I switched from Quickbooks 2008 which I cannot use anymore because Quickbooks want me to use their expensive version; I refused and searched for less costly versions, without success. I turned to Excel based versions and as a CPA, I took the risk to change and I am so impressed by the simplicity and flexibility. It is a version for Canadians with 2 taxes; works well except I had to correct a programming error (I am also good with Excel) Bravo for your product and wish you great success with your business. Robert from Montreal, Quebec.

Happy with this other then I didn't notice the recommendation that this was built to be used in google sheets and I prefer excel

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FAQs

Please visit our FAQs page for more information.

Do I need to pay a monthly subscription?

Nope! No subscriptions, no hidden fees—just a one-time purchase and it’s yours forever. Access your templates anytime, no extra costs!

Is this spreadsheet beginner-friendly?

Absolutely! Our templates are designed to be super easy to use, with clear instructions to guide you every step of the way. Plus, you’ll find an internal guide and handy tips inside to make things even smoother!

Can I use the spreadsheet on multiple devices?

Yes! Once downloaded, you can access it on any device that supports Google Sheets and Excel (Excel is available only for templates that include an Excel version). Manage everything from your laptop, tablet, or phone—for free!

What if I need help?

We’ve got you! If you have any questions or need assistance, just reach out via our contact form, chat, or email—we’re happy to help!

How do I access my purchase?

After purchase, you’ll receive a confirmation email with an “Access Download” button. Clicking it takes you to your order page, where you’ll find a Download button. This will give you a PDF that contains clickable links to your templates, plus a video guide to help you get started. You can also download the same PDF instantly from the confirmation page after checkout.

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