Enhanced 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

Bookkeeping doesn’t have to be complicated. This template gives you a professional yet simple system to track finances, manage clients, and analyze performance. Designed for small businesses, it saves time, cuts stress, and provides the clarity you need to make confident financial decisions.

What’s Included

Setup Page – Customize income & expense categories (up to 40 each), set goals, and select your currency
Income Entries – Log income with date, category, amount, and client details
Expense Entries – Record expenses with tax rates, categories, and payment methods
Monthly Overview – Visual breakdowns of income, expenses, and profit
Annual Overview – Yearly analysis with category insights, profit tracking, and tax section
Custom View – Analyze any custom date range with detailed summaries
Balance – Track balances across payment methods for a full financial snapshot

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

Clickable links to access the Google Sheets & Excel version
A sample template with prefilled data to explore the features
A video tutorial showing exactly how to access and use your files

Who It’s Perfect For

✔️ Small business owners needing a simple bookkeeping system

✔️ Freelancers who want to track client income and expenses

✔️ Creatives selling online (Etsy, Shopify, etc.)

✔️ Anyone wanting a tax-ready bookkeeping system without expensive software

Key Benefits

✨ Professional-Grade System: Covers everything from daily entries to yearly summaries

✨ Save Time with Automation: Automatic totals, graphs, and tax calculations

✨ Better Decisions: Clear insights into profits, losses, and cash flow

✨ Organized & Reliable: Keep income, expenses, and balances in one place

✨ Multi-Currency Support: Works worldwide in your preferred currency

Important Notes

Please Read Before Purchasing

Digital product only — no physical item will be shipped
A Gmail account is required to access the files (both Google Sheets & Excel versions)
Template is in English (some browsers may auto-translate the listing, but the spreadsheet remains in English)
Colors may appear slightly different depending on screen settings
Refunds and cancellations are not available due to the digital nature of this product. If you encounter any issue, please contact us for support
For personal use only — Copyright © Serenata’s Team (Glys Solutions L.P. / Nimbus Reach LLC). Redistribution, resale, or reproduction in any form is strictly prohibited
This spreadsheet is a financial organization tool and does not provide legal, financial, or tax advice
By purchasing, you agree that Serenata’s Team is not liable for outcomes from its use

What People Are Saying

I downloaded P&L for my company is exactly what I was looking for, at the beginnin there was an error in my part that was not working and contacted the developer and gladly helped me pointed my erro and all was fixed and working

Will definitely recommend them

Thank you

I love the organization and it's quick to learn (in my opinion and I have intermediate experience using excel) The only thing I don't like is you can't add rows so if you miss something it has to be added at the bottom. But the color, organization and everything else is really nice. Definitely worth the money. I bought it for my small business and I do my own bookkeeping.

Template is awesome and useful!

Vital template and thank you

Easy to use, good instructions

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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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