Project Snapshot

Business: Delivery Driver Business

Tools: Microsoft Excel

Platforms: Uber, Walmart Spark, Lyft, DoorDash

Period: January - March 2025

$13,006.80Total Income
$2,863.77Total Expenses
$10,143.03Net Earnings
7,245Business Miles

Portfolio Goal

The goal of this project is to show practical Excel bookkeeping skills for a small self-employed delivery driver business. The workbook organizes income, expenses, mileage, receipts, and summaries so records are clean and ready for monthly review.

This project uses simulated sample data only.

Excel Bookkeeping Workflow Tasks

1

Project Setup and Workbook Overview

Set up the Excel bookkeeping workbook for a simulated 3-month delivery driver business.

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2

Income Tracking by Platform

Track delivery income from Uber, Walmart Spark, Lyft, and DoorDash.

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3

Business Expense Tracking

Track gas, mileage-related costs, car maintenance, phone, tolls, parking, and supplies.

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4

Mileage Tracking

Track business miles driven for delivery work.

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5

Receipt Organization

Track receipt status and supporting documents for business expenses.

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6

Weekly Summary

Summarize income, expenses, net earnings, and miles by week.

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7

Monthly Summary

Summarize each month of delivery driver bookkeeping activity.

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8

Net Earnings Analysis

Analyze income minus expenses to understand actual earnings.

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9

Tax Deduction Review

Review expense categories and mileage records that may support tax preparation.

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10

Dashboard

Create a simple Excel dashboard with key bookkeeping metrics.

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11

Dashboard Charts

Add charts for monthly income versus expenses, income by platform, and net earnings trend.

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12

Three-Month Bookkeeping Summary

Prepare a final summary for the simulated 3-month bookkeeping project.

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