You will get 5-Year Bookkeeping Template for Small Businesses (Google Sheets)
Rising Talent
Project details
Take control of your finances with this powerful 5-Year Bookkeeping Template in Google Sheets! 💼
📊 Features:
• Dashboard with charts for 5 years
• Income & Expense Logs
• Monthly + Yearly Summary
• 5 Year Dashboard
• Custom Dashboard
• Sales Tax calculator
• Auto calculations
📁 Includes:
• 1 PDF Quick Start Guide with the template access link
📌 How it Works:
1. Purchase the listing
2. Download the PDF guide
3. Click the Google Sheet link inside and make a copy
4. Start tracking your business!
💬 Contact me on Upwork if you have questions. Happy bookkeeping! 😊
📊 Features:
• Dashboard with charts for 5 years
• Income & Expense Logs
• Monthly + Yearly Summary
• 5 Year Dashboard
• Custom Dashboard
• Sales Tax calculator
• Auto calculations
📁 Includes:
• 1 PDF Quick Start Guide with the template access link
📌 How it Works:
1. Purchase the listing
2. Download the PDF guide
3. Click the Google Sheet link inside and make a copy
4. Start tracking your business!
💬 Contact me on Upwork if you have questions. Happy bookkeeping! 😊
Data Entry Type
Copy Paste, Data CleansingData Entry Tool
Google Sheets, Microsoft ExcelWhat's included
| Service Tiers |
Starter
$15
|
Standard
$35
|
Advanced
$65
|
|---|---|---|---|
| Delivery Time | 1 day | 2 days | 5 days |
Number of Revisions | 0 | 2 | 4 |
Number of Hours of Work | 1 | 1 | 5 |
Formatting & Clean Up | |||
Graph & Table Creation | - |
Optional add-ons
You can add these on the next page.
Fast Delivery
+$10 - $20
Additional Revision
+$5
Convert to Excel Format
(+ 2 Days)
+$20
4 reviews
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AM
Ashok M.
Nov 15, 2025
Expert Spreadsheet Dashboard Creator for Google and Excel Sheets
I worked with Yash on multiple small projects, he delivered the ask in time and understood the brief clearly without multiple iterations, he is hard working and a go getter
RJ
Riddhi J.
Nov 12, 2025
Excel Dashboard Formatting and Chart Insertion
Yash helped me with dashboard automation, and he was great to work with! Very professional, responsible, and quick to make changes when needed. The quality of his work is excellent — I’d definitely recommend him.
BO
Blessing O.
Nov 8, 2025
Google Sheets Expert to Build a Simple Accounting System (Multi-Currency)
It was great working with Yash, he was super patient, collaborated with me to create the template I wanted, and offered helpful recommendations along the way.
VA
Vikram A.
Jan 26, 2025
Excel & Google Sheets Dashboard Creation for Bookkeeping
Exceptional Bookkeeping Sheets and Outstanding Service!
I hired Yash to create Excel and Google Sheets for my bookkeeping needs, and I couldn't be happier with the results. From the very beginning, Yash demonstrated a clear understanding of the project requirements. He asked insightful questions to ensure the spreadsheets were tailored perfectly to my business.
The delivered product was not only on time but also exceeded my expectations. The spreadsheets are well-organized, easy to use, and have already made my bookkeeping significantly more efficient. I was particularly impressed with the way he automated certain calculations and concise formatting.
Yash was professional, communicative, and a pleasure to work with. I highly recommend his services to anyone in need of top-notch spreadsheet solutions.
I hired Yash to create Excel and Google Sheets for my bookkeeping needs, and I couldn't be happier with the results. From the very beginning, Yash demonstrated a clear understanding of the project requirements. He asked insightful questions to ensure the spreadsheets were tailored perfectly to my business.
The delivered product was not only on time but also exceeded my expectations. The spreadsheets are well-organized, easy to use, and have already made my bookkeeping significantly more efficient. I was particularly impressed with the way he automated certain calculations and concise formatting.
Yash was professional, communicative, and a pleasure to work with. I highly recommend his services to anyone in need of top-notch spreadsheet solutions.
About Yash
Excel & Google Sheets Expert | Automated Dashboards & Trackers
100%
Job Success
Dewas, India - 9:23 pm local time
I specialize in building custom templates and systems that make financial tracking, reporting, and day-to-day operations simple and easy to manage.
What I can help you with:
• Automated income & expense trackers
• Budgeting and bookkeeping templates
• Interactive dashboards with charts and KPIs
• Business and operations tools (CRM, task and project tracking)
• Excel & Google Sheets formulas, automation, and cleanup
I focus on clean structure, clear logic, and easy-to-use designs so you can understand your data without confusion.
How I work:
I work best with clear written requirements and async communication. This helps keep everything documented and avoids misunderstandings. If needed, I can also share short screen-recorded walkthroughs instead of live calls.
I’ve completed multiple projects with 5-star feedback for reliability, attention to detail, and delivering exactly what was agreed.
If you share your requirements, I’ll respond with a clear approach, timeline, and fixed price.
Steps for completing your project
After purchasing the project, send requirements so Yash can start the project.
Delivery time starts when Yash receives requirements from you.
Yash works on your project following the steps below.
Revisions may occur after the delivery date.
Deliver the Standard Template or Collect Customization Info
If you're purchasing the basic version, I’ll deliver the ready-to-use PDF file. If you selected customization, I’ll review your requirements and confirm any details.