If I asked you the following questions... could you fire an answer at me straight away?
Give me an exact figure (to the penny)....How much money have you made over the last 6 months?
Exactly how much did you spend on materials last month in comparison to the month before?
What has been the difference in your revenue each month over the last 6 months?
How much tax are you currently liable to pay to HMRC?
If you struggled to answer any of those questions.....
Our Spreadsheet is your new best friend!
It’s super easy to use and does all the hard work for you.
Just pop in your income and expenses, and it automatically calculates an estimate of your Tax and National Insurance, gives you a full business overview, and even generates a profit and loss report.
Plus, it’ll remind you when payments are due and how much to pay.
And if you’re getting close to the VAT threshold, it’ll alert you straight away.
This spreadsheet is hands down the BEST INVESTMENT you can make for your business!
Don't just take our word for it, see what Cheryl had to say...
ONE TIME INVESTMENT
Lifetime Access
Track your Income & Expenses
Get an Estimate of your Tax & National Insurance
Know What you need to pay and When
Profit & Loss Report
Automatic Alert when you reach the VAT Threshold
Cheaper than Accounting Software!
Our spreadsheet is designed with simplicity in mind.
With clear instructions for you to follow, you simply can't go wrong....and if you do, we are here to support you.
If you dread the hours and hours it takes you to collate all of your financial records together at the end of the tax year - this is the perfect solution.
Turn those days/weeks into minutes!
We know that as a small business finding ways to minimise costs and maximise profits is crucial.
You don't have to spend hundreds of pounds each year on accounting software.
This spreadsheet is a one off cost, and you can use it year after year - make the investment!
I know exactly how overwhelming it can be to run your business and keep track of all those receipts and invoices.
As an accountant, I've seen too many of you struggle with complicated bookkeeping and unexpected tax bills.
Time is money! You shouldn't be wasting time trying to get your bookkeeping in order.
That's why I created the Ultimate Bookkeeping Spreadsheet for Sole Traders like you.
To make your life a whole lot easier!
Yes absolutely, although we would advise you to download it on a bigger device for easier use.
This spreadsheet will give you an estimate of your Tax and National Insurance liability. It will also show you what dates each liability needs paying by.
Nope! You can use this spreadsheet year after year. All you need to do is keep the original blank copy and and you can then copy it again and again year after year.
Although the spreadsheet does 90% of the work for you, we would always advise asking an accountant to prepare and submit your tax return. You may be entitled to extra tax reliefs, such as Capital Allowances, that can further reduce your tax bill.
Yes, we recommend only Sole Traders use the spreadsheet. It is not designed to cater for any other business type.
We have provided 1,000 rows of data per month on both the income and expenses tabs. If you have more than 1,000 transactions per month, we would suggest an accounting software would be more appropriate.
Yes, the first tab you see will be a "Notes" tab with all of the instructions for you.
Super Simple! You only have two tabs you need to enter data into, the "Income" tab and the "Expenses" tab. The rest is all calculated for you.
We do give clear instructions to eliminate the risk of you changing any formulas. All formulas are on the "done for you" tabs, so you should not need to change anything. If formulas are changed, we are unable to provide another copy or a refund.
Monday - Friday 9am- 5pm