Small Business Expense & Simple Ledger Tracker

Problem Small business owners, freelancers, and local operators need a lightweight way to organize income, expenses, receipts, and monthly questions before a bookkeeping or tax-preparation review. Result Use the offline review wizard and Excel workbook to import transactions, apply a category map, flag missing receipts, prepare month-end questions, and create a cleaner preparer handoff. Contents small-business-expense-simple-ledger-tracker.xlsx transaction-import-starter.csv category-map.csv receipt-log.csv monthly-close-checklist.csv bookkeeper question log and preparer handoff checklist filled month-end example and import guide Use Extract the ZIP, then open 00_RUN_SMALL_BUSINESS_EXPENSE_SIMPLE_LEDGER_TRACKER_WIZARD.html. Try the included sample once, replace it with your own facts, then review the result before copying or exporting it. Limits This is a record-organizing workbook, not accounting, tax, payroll, reconciliation, or filing advice. Review categories and balances against source records and hand the workbook to a qualified preparer when needed.

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