Keep your small business finances organized with a simple, ready-to-use spreadsheet toolkit. Built for owners who want clear income, expense, and client tracking without the learning curve. Use in Excel or Google Sheets to monitor cash flow, manage customers, and view your business’s financial position. Instant download with step-by-step instructions.
Key Features
- All-in-one bundle: bookkeeping, income/expense, CRM, and net worth tracking
- Works in both Google Sheets and Microsoft Excel
- Categorize income and expenses to monitor cash flow and spot patterns
- Track client details, communication history, and follow-up tasks
- View assets, liabilities, and equity to gauge financial health
- Includes step-by-step instructions for quick setup
- Sample files with mock data to see how everything works
- Compatible with Mac, PC, phones, and tablets
What’s Included
- 4 core templates: Bookkeeping, Income & Expense Tracker, CRM, Net Worth Tracker
- 16 spreadsheet templates total (Google Sheets and Excel)
- Google Sheets: 4 sample files with mock data + 4 blank files
- Excel: 4 sample files with mock data + 4 blank files
- Step-by-step instructions PDF
How It Works
- Purchase to get instant access.
- Open the included PDF for the Google Sheets link and instructions.
- Download the Excel templates if using Excel.
- Make a copy in Google Sheets or open in Excel, then start entering your data.
Important Notes
- Digital download only—no physical items shipped.
- All sales are final due to the nature of digital products.
- Colors may vary slightly by device display.
- Best editing experience on a desktop or laptop.
- Requires a Google account for Google Sheets or Microsoft Excel software.
- Basic spreadsheet skills recommended.
Frequently Asked Questions
Can I use these templates in both Excel and Google Sheets?
Yes. You’ll receive files and links for both formats.
Are the templates editable?
Yes. You can edit headings, categories, and fields to fit your business.
Is this compatible with Mac and PC?
Yes. It works on Mac, PC, and can be viewed on phones and tablets.
How do I access the files?
Download the files after purchase and use the PDF to open the Google Sheets links.
License & Usage Rights
For personal or single-business use. You may use and modify the templates for your business. Redistribution, resale, or sharing of the files or templates is not permitted.
