Small Business Finance Kit
Do you know how much profit your business made last month? This kit helps you see your income, expenses and profit, plan your cash, and set prices with confidence. You do not need accounting knowledge. Type in your numbers and the workbook does the calculations for you.
What you get (8 files)
Finance workbook (Excel): 10 connected sheets, including Dashboard, Transactions, Profit and Loss, Cash Flow Forecast, Break-Even Calculator, Price and Profit Calculator, Invoice Tracker and Budget vs Actual.
Example workbook (Excel): the same file filled with sample data, so you can see how it works.
Start Here Guide (Word and PDF): set up in about 10 minutes and learn to read your numbers.
Invoice template (Word): a clean invoice you can edit and send.
Payment reminder scripts (Word): 9 ready messages for late payments, deposits and price increases.
Monthly money checklist (Word and PDF): weekly, monthly, quarterly and yearly tasks.
Why you will like it
Formulas are built in, so you only type your numbers.
Rename categories and labels to fit your business.
Works with Microsoft Excel and Word.
Instant download after payment.
Good for: freelancers, online sellers, shop owners, trades and service businesses, and new business owners.
Please note: this kit is a planning and record-keeping tool, not tax, legal or accounting advice. The tax percentage in the file is only an example. Screenshots show example data.
What you get (8 files)
Finance workbook (Excel): 10 connected sheets, including Dashboard, Transactions, Profit and Loss, Cash Flow Forecast, Break-Even Calculator, Price and Profit Calculator, Invoice Tracker and Budget vs Actual.
Example workbook (Excel): the same file filled with sample data, so you can see how it works.
Start Here Guide (Word and PDF): set up in about 10 minutes and learn to read your numbers.
Invoice template (Word): a clean invoice you can edit and send.
Payment reminder scripts (Word): 9 ready messages for late payments, deposits and price increases.
Monthly money checklist (Word and PDF): weekly, monthly, quarterly and yearly tasks.
Why you will like it
Formulas are built in, so you only type your numbers.
Rename categories and labels to fit your business.
Works with Microsoft Excel and Word.
Instant download after payment.
Good for: freelancers, online sellers, shop owners, trades and service businesses, and new business owners.
Please note: this kit is a planning and record-keeping tool, not tax, legal or accounting advice. The tax percentage in the file is only an example. Screenshots show example data.
$ 16.00