The One-Sheet™ Small Business Bookkeeping System | Phillips Business Group
PBG
The One-Sheet™ Bookkeeping System
Get organized in 60 minutes — $27
Get Instant Access — $27
PBG Logo Phillips Business Group
▲ For Small Business Owners

Tired of Messy Spreadsheets, Lost Receipts, and Tax Season Panic?

Finally get your small business finances organized in under 60 minutes — without complicated software or expensive bookkeepers.

Get Instant Access — $27
🛡 30-Day Money-Back Guarantee
P
M
E
J

Trusted by small business owners across the US

One-Sheet Bookkeeping System
⬇ Instant Digital Download
✓ Works in Excel & Google Sheets
🛡 30-Day Money-Back Guarantee
⏰ Set Up in Under 60 Minutes

Your finances are running your business. It should be the other way around.

If you're like most small business owners, your internal monologue around finances probably sounds something like this…

"I'll do my books later…" but 'later' never comes, and the pile grows.
"Is this even a deductible expense?" so you miss out on thousands in write-offs every year.
"I feel like I'm making sales, but where is the money going?" you have revenue, but zero clarity on actual profit.
"My accountant just asked for my P&L…" cue instant panic and a weekend scrambling through receipts.

This isn't just stressful. It's costing you real money.

$5,000+

Average amount small businesses lose annually in missed tax deductions due to poor record-keeping.

6,000+

Hours wasted annually by small business owners on manual bookkeeping tasks that could be automated.

$785

Total value of everything included in The One-Sheet™ System — yours today for just $27.

You've Tried the Other Options.
Here's What Actually Works.

✗ Option A — Expensive Software

QuickBooks, Xero, FreshBooks — $30–$80/month, steep learning curve, more features than you'll ever need. You spend more time learning the software than running your business.

✗ Option B — Free Templates

Generic, ugly, no formulas, no instructions. You spend hours trying to customize something that was never designed for a real business. And you still end up with a mess.

✓ Option C — The Smart Choice

The One-Sheet™ System — Built by a CPA, Designed for You

A professional-grade bookkeeping system in a simple spreadsheet format you already know how to use. No subscriptions. No learning curve. No confusion. Just clarity — in under 60 minutes.

  • Built by a licensed CPA with 10+ years of experience
  • Automated formulas — no manual math, ever
  • Works in Excel AND Google Sheets (free)
  • One-time payment — own it forever
  • Set up in under 60 minutes with the included guide

Introducing The One-Sheet™
Small Business Bookkeeping System

📈

Financial Dashboard

Live KPI cards showing Total Income, Expenses, Net Profit, Margin %, and Estimated Tax Due — all updated automatically.

💵

Income Tracker

Log every payment with client name, category, and payment method. Auto-summarizes by category so you always know where your money comes from.

📋

Expense Tracker

Track every business expense with vendor, category, receipt number, and tax deductibility notes. Never miss a write-off again.

📄

12-Month P&L Summary

A full Profit & Loss statement that auto-populates from your trackers. Always ready when your accountant asks for it.

📅

Tax Prep Summary

Annual category totals with Schedule C line references and estimated quarterly tax due. Tax season will never stress you out again.

🎓

Setup Guide Included

Step-by-step instructions built right into the file. If you can type in a cell, you can use this system — even with zero bookkeeping experience.

Here's Everything Inside The One-Sheet™ System

📈

Automated Financial Dashboard

$97 Value

Live KPIs, monthly breakdown, and visual charts — all auto-updating from your data.

💵

Income & Expense Trackers

$147 Value

Dropdown categories, auto-summaries, and tax deductibility flags built in.

📄

Auto-Populating 12-Month P&L

$197 Value

Your complete Profit & Loss statement, always ready — no manual work required.

📅

Tax Prep Summary + Schedule C Guide

$247 Value

Know exactly what you owe before tax season hits. Estimated quarterly taxes included.

🎓

Step-by-Step Setup Guide

$97 Value

Get up and running in under 60 minutes — even if you've never used a bookkeeping tool before.

Total Value

$785

$27

One-time payment. Own it forever.

The One-Sheet™ Small Business Bookkeeping System

  • Automated Financial Dashboard with live KPIs
  • Income & Expense Trackers with dropdown categories
  • Auto-populating 12-Month P&L Summary
  • 1-Click Tax Prep Summary with Schedule C references
  • Step-by-step setup guide
  • Works in Excel & Google Sheets
  • Lifetime access — free updates included
Get Instant Access — $27

Secure checkout. Instant delivery. 30-day money-back guarantee.

Real Clients. Real Results.

What Business Owners Are Saying

"You guys really take care of ironing out all the small details when it comes to the books. At the end of the year, any money that we're able to save or not pay, we're able to roll it back into our business."

Eric Cardona

Office Administrator, Eterna Cosmetic Surgery

"I have found you to be very responsive, to actually be familiar with my company relative to all your other clients, and to always be looking for ways for us to get the maximum tax advantage."

Matt Bowe

Owner, Allaire Homes

"They've been right on top of it. They're extremely knowledgeable, very professional. I would recommend them to anybody as being one of the best, if not the best accountants in Houston."

Peter Seffens

Business Owner, Houston TX

"You've helped to make it simple and break it down in really digestible bits. It feels achievable for me where I'm at in my business — even though I know it's still a lot and it's very important."

Mary Atchley

Small Business Owner

"Working with you, it's a little bit more forward-looking. Here's what we need to do now. Here are the options that would affect next year's tax liability. I just wanted to be more proactive, and you've definitely enabled us to do that."

Mike Bate

Business Owner

"There's a lot of knowledge base there and you have a lot of options. Many other CPA and accountant firms that we've used in the past have not provided us with what you bring to the table."

Jaylynn Davis

Owner, 5D Field Services

Tiffany Phillips, CPA

Tiffany Phillips, CPA

Founder, Phillips Business Group

She Made Finance Simple So You Don't Have To Figure It Out Alone

When Tiffany Phillips started her CPA firm ten years ago, she didn't set out to change an industry. She simply wanted to help business owners understand their finances.

But something kept happening during client meetings. After explaining tax strategies or financial reports in plain language, clients would look at her with relief and say the same thing:

"You made that so easy."

The more entrepreneurs she worked with, the more she noticed a troubling pattern. Business owners were frustrated — their CPAs talked over them, made simple things sound complicated, or left them feeling embarrassed to ask questions.

That reality made Tiffany angry. Running a business is already hard. The last thing entrepreneurs should face is confusion around their finances.

Four years ago she launched her podcast — and the response was immediate. Business owners began reaching out saying they were binge-listening to episodes and finally understanding their finances for the first time.

This spreadsheet is one of those tools. Built by a CPA. Designed for you.

Licensed CPA 10+ Years in Practice Podcast Host Small Business Specialist
PBG

Tiffany Phillips

CPA · Founder, Phillips Business Group

30-Day Money Back Guarantee

The "Financial Clarity" 30-Day Money-Back Guarantee

I am so confident that The One-Sheet™ System will transform your business finances that I'm giving you a full 30 days to try it, risk-free. If you don't feel more organized, more confident, and more in control of your numbers within 30 days, simply send me an email and I will issue a full refund — no questions asked. You can even keep the spreadsheet.

The only risk is staying disorganized.

Frequently Asked Questions

Nope! The spreadsheet is designed to work perfectly with any version of Microsoft Excel from the last 10 years, as well as the completely free version of Google Sheets. No special software required.

This system was built for you! The included setup guide walks you through the simple process step-by-step. All the complex formulas are protected, so you can't accidentally break anything. If you can type in a cell, you can use this system.

Simplicity and ownership. QuickBooks is powerful but complex and costs over $360 per year. The One-Sheet™ System gives you the essential features you actually need, in a simple format you already understand, for a single one-time payment. You own it forever.

Absolutely. You pay once and you own it for life, including all future updates. No recurring fees, no subscriptions, no surprises. Ever.

That's what the 30-day money-back guarantee is for. If for any reason the system doesn't work for you, just email us within 30 days for a full refund. No questions, no hoops to jump through.

PBG

Stop Stressing. Start Scaling.

For just $27, install a professional-grade financial system in your business today and get back to doing what you do best.

Get Instant Access — $27
🛡 30-Day Guarantee ⬇ Instant Download ⏰ Ready in 60 Min
PBG

© 2025 Phillips Business Group. All rights reserved.

Results may vary. The statistics cited are industry averages and are provided for illustrative purposes.