Small Business Finance & Bookkeeping
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This bundle includes easy-to-use spreadsheet templates for Google Sheets and Excel to help you manage your small business finances. Whether you’re just starting out or already have a business, these templates will help you keep track of your money and customers. Perfect for small business owners who want to stay organized and make managing finances simple.
What’s Inside
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Small Business Bookkeeping Spreadsheet
Keep track of your business's income, expenses, and overall financial status with ease. This spreadsheet helps you maintain an accurate record of all financial transactions, making it simpler to prepare for taxes and manage day-to-day operations.
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Income and Expense Tracker
Gain a clear overview of your financial health with this intuitive tracker. Categorize income and expenses, track cash flow, and ensure your business stays profitable by making it easy to identify spending patterns and areas to cut costs.
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Premium CRM Template
Build stronger relationships with your clients using this powerful Customer Relationship Management template. Keep track of customer details, communication history, and upcoming tasks to enhance customer retention and streamline your workflow.
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Net Worth Tracker
Understand your business's financial growth with the Net Worth Tracker. It allows you to monitor assets, liabilities, and overall equity, giving you a complete picture of your business's current financial standing and helping you set goals for future growth.
This bundle is perfect for small business owners who want to stay on top of their finances, grow their business, and build lasting relationships with customers. Each tool is easy to use and designed to give you more control over your financial journey.
WHAT’S INCLUDED?
- Step-by-step instructions
- 16 Templates of Spreadsheets
- 4 Sample Google Sheet with Mock Data
- 4 Blank Google Sheet
- 4 Sample Excel with Mock Data
- 4 Blank Excel
- Editable in Google Sheets and Microsoft Excel
- Compatible with MAC, PC, Phones, or Tablets
HOW IT WORKS & REQUIREMENTS
SYSTEM REQUIREMENTS:
To ensure all features and automated functions work correctly, you will need:
- Microsoft Excel: A subscription to Microsoft 365 (formerly Office 365) is strictly required. Older versions (Excel 2019 or earlier) may not support all formulas.
- Google Sheets: A free Google Account if you prefer using the web-based version.
- Device: A desktop or laptop is highly recommended for the best experience. Mobile devices may have limited editing capabilities.
HOW IT WORKS:
- Purchase and download your files instantly.
- Open the PDF file to access your unique Google Sheets link.
- Open the Excel file directly if using Microsoft 365.
- Follow the setup instructions inside and start planning!
IMPORTANT TO KNOW:
- Compatibility: This template is exclusively designed for Microsoft 365 and Google Sheets. It is not compatible with Numbers (Apple), LibreOffice, or OpenOffice.
- Refund Policy: Due to the instant nature of digital downloads, no refunds or exchanges can be given once the files are downloaded. Please verify your software compatibility before purchase.
- Personal Use Only: Your purchase grants you a single-user license. Re-selling, sharing, or distributing this template in any form is strictly prohibited and protected by copyright law.
DISPLAY & COLOR DISCLAIMER: The visual appearance of the spreadsheet may vary slightly depending on your screen resolution, color settings, and device hardware. For the best experience, we recommend using a desktop or laptop.
NEED HELP? If you have any questions, feel free to reach out to us at spreadsheetshub.office@gmail.com or info@spreadsheetshub.com. You can also contact us on WhatsApp for assistance.
