Simple Google Sheets Business Budget Template Tutorial

How much does your small business actually need to make each month? In this video, I’ll walk you through a simple business budget in Google Sheets. We’ll customize the income and expense categories, plan out the year, and update the numbers as each month happens. You’ll see how changes in revenue affect taxes, owner pay, and what’s left in the business. Get your free copy of the business budget template: https://docs.google.com/spreadsheets/... When you open the template, choose File → Make a copy before entering your numbers. That will save your own editable version in Google Drive. Learn how to build a simple business budget in Google Sheets to track your monthly expenses, taxes, and owner pay. Understanding your small business finances is the first step toward profitability. In this tutorial, I walk you through a practical business budget template designed to help you plan your cash flow, customize your categories, and test revenue scenarios. Whether you are just starting out or looking to gain better control over your numbers, this approach provides the clarity needed to run a sustainable business. As a CPA with over 35 years of experience, I know how overwhelming financial planning can feel. This spreadsheet setup simplifies the process by allowing you to forecast monthly cash flow and adjust your strategy as your actual numbers come in. By tracking your income and expenses accurately, you can make informed decisions about your salary and business growth. Get your free copy of the business budget template: https://docs.google.com/spreadsheets/... If you are a woman over 50 building a business and want practical help improving your profits, subscribe for weekly accounting breakdowns and business strategy tips. 00:00 Know Your Monthly Number 00:24 Grab the Free Budget Sheet 00:56 Meet Your CPA Guide 01:35 Make Your Own Copy 02:13 Template Layout Basics 03:33 Five Bucket Budget System 04:20 Customize Income and Expenses 06:09 Plan Taxes and Owner Pay 08:12 Forecast Monthly Cash Flow 11:29 Track Actuals vs Planned 13:33 Test Revenue for Your Salary 15:59 Add Costs and Fix Formulas 17:48 Cut Expenses and Run Scenarios 18:11 Duplicate Tabs and Wrap Up I’m Rebecca Tervo, a CPA with more than 35 years of experience in accounting and business. Coming up on this channel: how to understand your business numbers, pay yourself more consistently, improve your profits, and create systems so everything doesn’t depend on you. I’m a CPA and a business owner in the second half of life, building a business that supports my life and helps prepare me for retirement. I’ll share what I’m putting into practice myself, how I help my clients, and the lessons we can learn along the way. If you’re a woman over 50 working toward the same thing, subscribe and join me. Let’s build businesses that work better for us.