Freelance Bookkeeper Workbook
Here's what inside: Sheet Key AutomationDashboard - 7 live KPI cards (clients, hours, revenue, outstanding) + auto-refreshing client & invoice tablesDaily Work Log - Auto-calculates Total Hours from Time In/Out; month/client dropdowns; filter-readyClient Master List - Dropdown-validated status, currency, industry, service package; source for all cross-sheet lookupsInvoice Register - Auto-generates Invoice Numbers; Days Overdue formula; color-coded status (Draft/Sent/Paid/Overdue)Invoice Template - VLOOKUP pulls client info & invoice data automatically; ready for PDF print (A4 page setup)Income Tracker - Auto-fills Month column; multi-currency totals in summary barExpense Tracker - Color-coded categories; right-side monthly expense summary tableAccounts Receivable - Auto-pulls unpaid invoices only; Aging Bracket (1-30, 31-60, 61-90, 90+ Days)Monthly Revenue Report - 12-month Income/Expense/Net/Margin table + bar chart + trend lineProject & Contract Tracker - Auto-calculates contract duration; status color-coding
Get it → reycreatesss.gumroad.com