What this is: A beginner-simple template that helps self-employed borrowers track income and expenses and generate a lender-ready Profit & Loss.
Includes: Guided Setup, Income Log, Expense Log, Monthly P&L, Annual Summary, and a clean Lender Package page.
Built-in checks: Missing-data alerts highlight incomplete transactions so your numbers stay clean.
Perfect for: Homebuyers, mortgage brokers, and self-employed borrowers who need a clear income picture.
Small Business Bookkeeping System (DIY Edition)
File Format
👉 Google Sheets – cloud-based, fully editable workbook (no software download required)
File License
👉 Single-user license for professional use. This workbook may be used for client engagements but may not be shared, resold, or redistributed in any form.
👉 This product is intended for tax professionals, bookkeepers, and accountants. Each purchase grants one user access. The workbook may be duplicated for internal or client use but cannot be shared outside your organization.
👉 Designed for Google Sheets. Can be exported to Excel if needed; minor formatting adjustments may be required.
👉Instant access via Google Sheets link – start using immediately after purchase
){kind=link}