Excel Bookkeeping Services

At Affotax, we understand that not every business needs or is ready for advanced accounting software.


That's why we offer Bookkeeping in Excel, a cost-effective and flexible solution for businesses looking to manage their finances efficiently without the need for expensive software.


Why Choose Excel for Bookkeeping?

  • Cost-Effective: Using Excel for bookkeeping eliminates the need for costly software subscriptions. It's an ideal option for startups and small businesses looking to manage their finances without stretching their budget.
  • Customizable Templates: We create fully customised Excel bookkeeping templates tailored to your business's specific needs. Whether you need to track income, expenses, payroll, or generate simple financial reports, our templates make it easy to organise your financial data.
  • Simple Yet Effective: Bookkeeping on Excel is a great entry-level option for businesses that require straightforward financial management. You can easily record day-to-day transactions, manage cash flow, and track income and expenses, all in one place.

Key Features of Our Bookkeeping in Excel Service

  1. Single-Entry and Double-Entry Systems: Depending on your business’s complexity, we offer both single-entry bookkeeping in Excel for basic needs and double-entry bookkeeping for more detailed financial tracking.
  2. Income and Expense Tracking: Our customised bookkeeping Excel templates allow you to categorise and track every financial transaction, providing you with a clear overview of your business's financial health.
  3. Invoicing and Payment Management: Create and manage sales and purchase invoices with ease, ensuring you stay on top of what’s owed to you and what you owe to others.
  4. Bank Reconciliation: We help you reconcile your Excel bookkeeping records with your bank statements, ensuring there are no discrepancies between your financial data and your actual cash flow.

Is Bookkeeping on Excel Right for You?


Excel for bookkeeping is perfect for businesses that:

  • Have a limited number of transactions.
  • Want a low-cost alternative to accounting software.
  • Need flexibility in managing and customising their financial records.


Get Started with Affotax’s Bookkeeping in Excel Services


Contact us today to discuss how our Excel bookkeeping services can be customised to your business’s needs. We’re here to help you simplify your financial management and stay in control of your finances.

Benefits of Excel Bookkeeping with Affotax

  • Tailored to Your Needs

    Our Excel bookkeeping templates are designed to meet the unique requirements of your business, offering flexibility that generic accounting software can't.

  • Hands-On Support

    Whether you're new to bookkeeping in Excel or need assistance setting up advanced functions, our team will guide you through the process, ensuring you maximise the benefits of this powerful tool.

  • Scalable

    As your business grows, bookkeeping in Excel can grow with you. When you're ready to move to a more advanced system, such as Xero or QuickBooks, we can facilitate a smooth transition.

Benefits of Excel Bookkeeping with Affotax

  • Tailored to Your Needs

    Our Excel bookkeeping templates are designed to meet the unique requirements of your business, offering flexibility that generic accounting software can't.

  • Hands-On Support

    Whether you're new to bookkeeping in Excel or need assistance setting up advanced functions, our team will guide you through the process, ensuring you maximise the benefits of this powerful tool.

  • Scalable

    As your business grows, bookkeeping in Excel can grow with you. When you're ready to move to a more advanced system, such as Xero or QuickBooks, we can facilitate a smooth transition.

Simplify your Tax Filing with Affotax — Let's Talk Today!

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Frequently Asked Questions

If you have any personalised guidance or additional inquiries about our service, please don't hesitate to contact us.

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