Bookkeeping Basics for Small Business Owners (free template!)

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👉 Start using Melio for FREE at go.melio.com/gillian
👉 You can download the Google Sheets template I'm using in this video here (for free!): gillianperkins.com/ssbs/
Are you struggling to maintain your bookkeeping as a small business owner? In this video, you'll discover essential bookkeeping basics in my free simple guide. I'll walk you through how to efficiently manage your finances and gain valuable insights into your business's financial health.
0:00 Intro
1:39 Transactions
3:27 Income Statement
3:59 Pay Independent Contractors
7:31 Profit/Loss
// WHAT TO WATCH NEXT
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// LINKS
Learn more about Gillian and find resources to build your online business:
www.gillianperkins.com
Follow Gillian on Instagram to get a BTS look at what it's like to be a digital entrepreneur: / gillianzperkins
// FILMING EQUIPMENT
Main camera: amzn.to/3rhibrl
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Tripod: amzn.to/2w7sIJ6
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Other lights: amzn.to/2OKhzEv
RBG light strip: amzn.to/3WmuPiR
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Опубликовано:

14 июн 2024

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Комментарии : 60

@gillianzperkins 10 месяцев назад

Here's the link to download the spreadsheet for free ❤ gillianperkins.com/ssbs/ and the link to give Melio a try: go.melio.com/gillian. Hope you find these resources helpful!

@Roberto4ever 10 месяцев назад

Nice Excel sample!

@xi500 3 месяца назад

i keep subscibing with two different emails and i never got the spreadsheet. can you help me get it

@accountsbalance 6 месяцев назад

Thank you for the free template! You make bookkeeping easier to follow and understand. I agree that new business owners should be hands on with their books to really understand and keep of their finances.

@gillianzperkins 6 месяцев назад

So glad it was helpful!

@JointerMark 10 месяцев назад

Thank you Gillian. I made my first sale the other day and have been thinking of a way to keep track of my business transactions. Thank you for the template.

@gillianzperkins 10 месяцев назад

congrats on your first sale!! Glad this came at the right time!

@JointerMark 10 месяцев назад

@@gillianzperkins I used the link you provided but it doesn't seem to actually provide the template. Once I get your response email I am not able to open the sheet? I must not be doing it properly?

@RafatMarufDM 23 дня назад

Thank you so much Gillian for keeping this video precise to the point and also giving us a freebie template. I've just recently discovered your channel, and as a Digital Marketer myself who is more on the SEO side than SMM, I am learning a lot from you. You're an excellent mentor. Take Care Rafat

@thyalyssatran 2 месяца назад

Love how concise and straight to the point this video was!! Thank you SO much

@gillianzperkins 2 месяца назад

Thank you! ❤️

@louiseyvette2261 10 месяцев назад

You always give so much value, Gillian

@cornelyaekberg9107 8 месяцев назад

Thank you! So valuable!!🥰

@mademesmile0950 4 месяца назад

Thank you so much for this video. It was very helpful.

@CreationsByShubha 3 месяца назад

You are a life saver !!! 😘 Thank you !!

@wonderfulwinnie 9 месяцев назад

Love your video !

@lindseyloo6619 4 месяца назад

Thank you so much❤

@andredobbs5390 10 месяцев назад

Love this!

@Hidetannerslife 10 месяцев назад

Thank you for those video. Perfect timing 😊

@gillianzperkins 10 месяцев назад

Ah, love it when that happens! Thanks for letting me know!

@overbeefineart2974 10 месяцев назад

Thank you so much! I started a custom cookie business this year and this is perfect for my bookkeeping.

@gillianzperkins 10 месяцев назад

Glad it was helpful! And congrats on your new business!

@desTINAsyonPH 10 месяцев назад

I'm literally, watching every video and listening to free podcast as I start my business about work opportunities for mothers. I know that I'm in the right place knowing that you are a fellow Christian. :) Thanks for this Gillian and may God bless you more. 🙏

@gillianzperkins 10 месяцев назад

So glad you're here, Tina! ❤️

@awriterscorner1986 8 месяцев назад

Gillian, could you make a video on tax preparation/expectations for small businesses? As well as ways in which small businesses can earn their keep rather than lose it all to the IRS? Many youtubers don't talk about this aspect, and I'm curious about what to expect once my business picks up. (Plus, I just watched a video on the new IRS $600 rule that is to affect the 2023 tax year.) Thanks!

@davidthescottishvegan 10 месяцев назад

Another awesome video and excellent software tools Gillian. Love 🥰 the video and love 💞 Gillian.

@gillianzperkins 10 месяцев назад

Thanks so much! Glad you like it!

@horse_chick 10 месяцев назад

Thank you so much!

@gillianzperkins 10 месяцев назад

You're welcome! Thanks for being here!

@LEARN_WORLD7280 10 месяцев назад

Thank you for sharing your valuable information ;it's really helpful

@gillianzperkins 10 месяцев назад

Glad it was helpful!

@frang8750 10 месяцев назад

Surprised you have no volume column. my daughter has tons of plants, just noticed your really going green. Thank you!

@scotttovey 10 месяцев назад

Thanks Gillian. That may be an easy web app.

@gillianzperkins 10 месяцев назад

It is!

@brandonweir7082 2 месяца назад

Hi thank you for this it really helps. I just want to ask though, when I add my own categories in the Transactions section, how do I get them to appear on the Income Statement? Thank you.

@AvinashSingh-vj3rk 10 месяцев назад

Nice video ❤

@gillianzperkins 10 месяцев назад

Glad you liked it!

@brendatomlinson 10 месяцев назад

Great, simple, straightforward presentation. You’re a great communicator. I’m so glad I found you. QUICK QUESTION! Can you enter mileage on this sheet? I’m guessing I’d have to add a formula to calculate cost per mile? Appreciate your input.

@gillianzperkins 10 месяцев назад

You could definitely add that! Great idea!

@brendatomlinson 10 месяцев назад

@@gillianzperkins Too bad I don’t know how! 🤣 But yeah, good idea.

@Learning_to_Excel 10 месяцев назад

Great video Gillian! Particularly like the Profit/Loss instructional segment. We provide Microsoft Excel Tutorial videos that help improves peoples' efficiency and professionalism across the board!

@AudreyGlover-to9zo 27 дней назад

I received you program but my categories transaction and income statement are not talking with each other. There is nothing that comes up on the drop down box. Thank you for your help

@shaunherring8609 27 дней назад

I’m in construction. I need to track specific jobs profit/loss. Some expenses are split between different jobs. Example; materials purchased in bulk but utilized for different jobs. Can I use your spreadsheet to use in my situation?

@Harrietswan 10 месяцев назад

Downloaded mine, thank you. Just one question - can I change the $ to the £ sign instead?

@gillianzperkins 10 месяцев назад

Yes, definitely!

@TiaCSmith-cb4ot 2 месяца назад

i did not get the template. when will it be sent? or is it something else we have to do to get it.

@yeseniaherrera7763 3 месяца назад

Thank you for the video! very helpful. As a general contractor I buy a lot of material every other day. Anywhere from paint, drywall, lumber and so on.. ect.. How would you recommend track this in the "transactions" tab it would take hours to track all material I buy on a daily basis. PLEASE HELP!!!

@amaaan9847 2 месяца назад

Aggregate them into single transaction.

@henrybraun4688 9 месяцев назад

Thank you for the video. Great information. Just one question. I received the google sheets document and I downloaded the excel version from it but there seems to be a problem with the transactions section. The categories for income and expense don't show up. The other two pages are fine. The google document works fine, but not the excel version. I don't know if anyone else is experiencing this issue? Any suggestions? Thanks.

@gillianzperkins 9 месяцев назад

Hi Henry, please email contact@gillianperkins.com for an excel version. Sorry about that!

@SpringfieldLARealtor 3 месяца назад

This form is being shared with google and then they store all your private financial information. Do you have a form that is not shared with google?

@nannysclan 4 месяца назад

You didn't actually cover all the steps required to change an Expense Category Name. That would be helpful. There are several options that pop up after changing the text to complete the action so all the money gets tabulated and carried over to the Income Statement. Would you please do another video with all the steps required?

@whitney7112 3 месяца назад

how would you categorize materials for something like a carpentry job in this spreadsheet?

@amaaan9847 2 месяца назад

Hi, Hope you are doing well. For the materials that are directly attributable to that specific job would be characterized as Cost of Goods Sold (COGS).