SmallBiz Financial Hub: Accounting & Financial Statement Generator on Google Sheets

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Welcome to the SmallBiz Financial Hub, the Accounting and Financial Statement Generator built right within Google Sheets.

If you own a small business, the SmallBiz Financial Hub can be all you need for your accounting and financial statements.

With SmallBiz Financial Hub, managing your bookkeeping and generating your business's financial statements has never been easier while being so inexpensive.

Instead of monthly subscription fees, the SmallBiz Financial Hub is a one time purchase!

Key Features and Benefits:

  1. Financial Statement Creation: SmallBiz Financial Hub simplifies the process of generating financial statements, allowing you to effortlessly create a balance sheet, income statement, and cash flow statement for each month of the year. All you need to do is drop it in the transactions, categorize those transactions, and the automated calculations will save valuable time and focus on growing your business.
  2. Bookkeeping your tax preparer can respect: It's easy to manage your bookkeeping with the SmallBiz Financial Hub, and it comes complete with a journal entry section. This is a feature your tax preparer can work with. Just invite your tax preparer to your SmallBiz Financial Hub, and they can enter year end journal entries.
  3. Reconcile Cash: The SmallBiz Financial Hub even has a cash reconciliation feature built in. Reconcile your book vs bank balance as often as you'd like! A lot of similar templates don't have this crucial feature. If you can't tie out to cash in your accounting, things like tax prep will be more difficult.
  4. Compatibility with Google Sheets: Built as a powerful template within Google Sheets, SmallBiz Financial Hub seamlessly integrates into your existing workflow. Leverage the familiarity and versatility of Google Sheets while harnessing the financial statement functionalities provided by SmallBiz Financial Hub.
  5. Customizable: Upgrade to tailor your financial statements to suit your specific business needs. SmallBiz Financial Hub can be easily adapted to match your industry, accounting standards, or reporting requirements.

SmallBiz Financial Hub empowers small business owners like you to take control of your accounting and financial statements with ease and efficiency.

Three versions available:

  1. Standard Chart of Accounts:
    • SmallBiz Financial Hub comes as is. The standard chart of accounts is as follows.
      • 1010 - Asset - Cash In Bank - Checking Acct.
      • 1020 - Asset - Money Market Account
      • 1700 - Asset - Computer Equipment
      • 1720 - Asset - Office Furniture & Equipment
      • 1740 - Asset - Vehicles
      • 1750 - Asset - Intagible Assets
      • 1800 - Asset - Accum. Depr. - Computer Equip.
      • 1820 - Asset - Accum. Depr. - Office
      • 1840 - Asset - Accum. Depr. - Vehicles
      • 1850 - Asset - Accum. Amor. - Intagible Assets
      • 2150 - Liability - Credit Card
      • 2700 - Liability - Bank Loan
      • 3000 - Equity - Capital Contributions
      • 3100 - Equity - Owners Draw
      • 3200 - Equity - Retained Earnings
      • 4100 - Income - Sales
      • 5000 - Expense - Cost of Sales
      • 6000 - Expense - Automobile Expense
      • 6100 - Expense - Advertising/Marketing
      • 6200 - Expense - Bank Charges
      • 6300 - Expense - Contract Labor
      • 6400 - Expense - Contributions
      • 6500 - Expense - Dues & Subscriptions
      • 6600 - Expense - Insurance - Business
      • 6700 - Expense - Legal & Professional Services
      • 6800 - Expense - Meals
      • 6900 - Expense - Entertainment
      • 7100 - Expense - Office Supplies
      • 7500 - Expense - Postage
      • 7600 - Expense - Rent
      • 7650 - Expense - Repairs & Maintenance
      • 7700 - Expense - Wages
      • 7710 - Expense - Payroll Taxes
      • 7750 - Expense - Taxes & Licenses
      • 7800 - Expense - Telephone
      • 7850 - Expense - Travel
      • 7900 - Expense - Utilities
      • 8000 - Other Income - Interest Income
      • 8100 - Other Income - Gain(Loss) from sale of Assets
      • 9000 - Other Expense - Interest Expense
      • 9100 - Other Expense - Depreciation Expense
      • 9200 - Other Expense - Amortization Expense
      • 9999 - Other Expense - Ask My Accountant
  2. Customized Copy
    • Submit your chart of accounts and I will customized the SmallBiz Financial Hub for you.
  3. Deluxe Customized Copy
    • You get a 1 on 1 strategy session to customize your chart of accounts appropriately.
    • Who might need this? One example is for small business owners that want more than the standard chart of accounts, but not totally sure what they want yet. You will get those most out of the SmallBiz Financial Hub if it's set up correctly from the beginning.


  • What am I buying here?
    • A Google Sheets Template. Once you purchase the template, you’ll receive a link to the product. With that link you’ll be able to “copy” the sheet and start using it!
  • How do I customize the chart of accounts?
    • The chart of accounts comes as is. If you'd like for me to customize your SmallBiz Financial Hub, purchase the non-standard options. If you have already purchased the Standard Copy but want a customized chart of accounts, email me at and I will provide you with a discount code to purchase the customized copy or deluxe customized copy.
  • How do I use this template?
    • All you need to do is add and categorize transactions. Download the transactions from your bank via a csv or excel download. You need only the date, description, and amount. Copy and paste the transactions and categorize each transaction to the correct "Account".
    • If you are comfortable, use the journal entry section, otherwise save the journal entires for your accountant or tax preparer.
    • For bank transactions, deposits should be a positive number, withdrawals negative.
    • For credit card transactions, expenses should be positive, credit card payments negative.
    • Reconcile transactions on a monthly or quarterly basis. You can find the reconciliation feature on each bank account tab and credit card tab. Simply input the bank or credit card balance per the statement, then enter the bank statement or credit card statement date, and on the respective bank of credit card sheet, check the box "reconciled" if the transaction shows up on the statement. The "Difference" should be zero once all transactions are marked as reconciled that show up on the statement. If you can't reconcile to the bank or credit card balance, check the transactions. You might have duplicated a transaction or missed a transaction.
  • Does this handle bill pay or invoicing?
    • As of right now, no. This is all cash basis accounting and financial statements.
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SmallBiz Financial Hub: Accounting & Financial Statement Generator on Google Sheets

I want this!