Ditch the manual ledger book and start tracking your business the smart way.
This simple, spreadsheet-based tool helps you record monthly income, expenses, and sales tax in a familiar format — but with built-in formulas that do the math for you.
Perfect for self-employed tradespeople, hairstylists, and home-based business owners who still track manually but want better visibility, smarter tax planning, and fewer surprises at year-end.
 
✨ What’s Inside:
12 Monthly Rows (Jan–Dec)
Track each month’s business activity in one easy-to-scan table.
Pre-Built Cost Categories
Revenue, expenses, GST/HST collected and paid — all labeled and ready.
Auto-Calculated Totals
Greyed-out cells automatically sum totals by month and year-to-date.
No Accounting Software Needed
Just enter your numbers each month — the spreadsheet does the rest.
 
💡 Bonus: Year-End Tax Planning Made Easy
Your entries give you instant insight into:
Total revenue and expenses per month
Sales tax owed or recoverable
How much you've withdrawn from the business
Whether to issue a T4, T5, or track a Shareholder Loan Repayment
 
👥 Best For:
Small business owners using physical ledger books
Contractors, stylists, renovators, and freelancers
Bookkeeping clients doing year-end prep
Consultants and advisors working with DIY clients
 
📥 What You’ll Receive:
1 Excel file (.xlsx) — editable and printable
Google Sheets compatible
Fully automated formulas
Ready to use every year
 
💼 Created by Profectus Business Consulting Inc. in partnership with Unmuted Memoirs™ — practical tools for real businesses.​​​​​​​
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