*coming soon*
DIY Profit & Loss Tracker
An actually easy-to-use (and even easier to read) Profit and Loss template for Google Sheets
Keep track of your business income and expenses — with zero confusing software
Don’t let the internet send you on a bookkeeping software shopping spiral — if you’re brand new to business, you probably don’t need Xero yet (and you definitely don’t need QuickBooks).
A simple Profit and Loss Template, built right in Google Sheets, is enough to help you start tracking your transactions, identifying ways to save and grow, and get totally tax season ready.
Here’s what’s inside the DIY Profit & Loss Tracker
20 tabs filled with practically unbreakable formulas that handle all the complex calculations for you, so you can simply input your transactions and let the computer do the rest
Built-in, automatically generated monthly, quarterly, and annual summaries that show you clear insights into your business spending habits and overall financial health
Customizable categories that allow you to make every income and expense category perfectly match the needs of your business
The data you need to identify opportunities to grow your business and feel like the capable, successful CEO you are
it was a total gamechanger
“Alex’s DIY Tracker made me feel in control of my business finances for the first time ever. It’s simple, clear, and already set me up to seamlessly hand things off to a bookkeeper when I’m ready. Total game-changer!”
Our DIY Profit and Loss Template is perfect for you if you…
Are (or feel like) a Day One Entrepreneur and need something simple
Don’t already have books set up in QuickBooks or Xero
Maybe haven’t even opened a business bank account yet
Want a “learn it in 10 minutes” tool you can set up and start using in just one naptime
Have at least an okay understanding of how Google Sheets works
Love (love LOVE) the idea of unbreakable formulas and formatting
Don’t have too many transactions coming in and out for your business (yet!)
HAVE YOU MET OUR FOUNDER & CEO?
Hi, I’m Alex — and I believe you deserve clean books, financial clarity, and a calm heart from day one.
And while I love supporting CEO Moms with done-for-you bookkeeping services, I know what it’s like to be starting a new business and be completely overwhelmed by the number of hats you’re suddenly wearing.
(Though you’re probably ready to hand off the “finance” hat, while I was the one who wanted to keep wearing it…)
The Goodness Gracious team built the shop for the early entrepreneurs who want to feel confident about their business finances without waiting for the day they can fully outsource. We’re here to help you DIY — and support you as you grow.
FREQUENTLY ASKED QUESTIONS
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Absolutely. Whether you're selling products or services, this tracker easily adapts to your business. It's perfect for CEO Moms with a lower transaction volume who don’t want to touch a lick of complicated software.
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Yes! Our Google Sheets Profit & Loss Tracker allows you to tailor every income and expense category, so you can easily make sense of what the numbers mean and where they should go (no confusing “chart of accounts” required).
In our CFO partnership capacity, we work directly with your tax preparer to make sure your books are tax-optimized, and we’ll share all reports directly with your tax team.
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We created this resource to be as beginner-friendly as it gets, with locked formula cells and everything automated. However, if you find that something’s not working correctly, you can always make a fresh copy of the tracker and start over, or email us at [email] for more support.
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First, here’s a gold star for thinking about tax season prep, and second, yes — this is absolutely enough! You can share your tracker and the included auto-created summaries with your CPA to be completely tax-ready and totally worry-free.
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Unfortunately, due to the digital nature of this product, we do not offer refunds. However, we want you to be satisfied with your purchase and are here to help you use this template successfully. If you need any support, please email us at hello@goodnessgraciousaccounting.com.
Give yourself the gift of knowing your numbers, right from the start
(And avoiding the QuickBooks tutorial marathon that’ll eat up your money-making time and energy)
Being new (or “bad with numbers”) doesn’t mean you can’t feel like a smart, savvy CEO who makes strategic, data-backed decisions.
Use our Profit and Loss template for Google Sheets to simplify your financials, trade anxiety for confidence, and focus on what you do best — being present for your clients, your family, and yourself.
You will receive an email with the link to your new Google Sheets Profit and Loss Template immediately after purchase. If you have not received it within 24 hours, please contact us at hello@goodnessgraciousaccounting.com
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The Profitability Tracker
Once you know your numbers, it’s time to start using them. But when you’re not a CPA, you have no accounting degree, and you’re trying to figure out, “Am I actually profitable?”… it’s time to get some help.
Get our Profitability Template to finally understand which offers are making you money (and which are holding you back).
Done-For-You Support
Even if you’re not ready for ongoing monthly bookkeeping or CFO services, we can still meet you where you’re at with professional, dependable support.
From software set-ups to catch-ups and even quick diagnostic checks, our team has your back no matter what part of your business journey you’re in.