Financial Tools for Freelancers
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Managing finances as a freelancer can be challenging, but with the right tools, you can stay organized, efficient, and on top of your business. The Financial Tools for Freelancers bundle is designed to simplify financial management, budgeting, and client relationships, helping you focus on growing your freelance business.
This bundle includes four powerful templates that work together to streamline your freelance finances:
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Small Business Bookkeeping Spreadsheet
Keep track of your income, expenses, and profits with ease. This spreadsheet is tailored for freelancers and small business owners to manage all your transactions, track payments, and calculate taxes. It helps you maintain a clear financial overview, ensuring your books are always in order.
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Budget by Paycheck Spreadsheet
Plan and manage your finances based on your paycheck schedule. This tool allows you to break down your budget by each paycheck, ensuring that you allocate funds properly for bills, savings, and other expenses. Perfect for freelancers with irregular income streams.
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Premium CRM Template
Manage your clients and business relationships effectively. This CRM template allows you to keep track of client contact information, project deadlines, payments, and follow-ups, ensuring you stay on top of all client interactions and never miss important details.
With these three powerful tools, you’ll have everything you need to stay organized, manage your finances, and grow your freelance business efficiently.
WHAT’S INCLUDED?
- Step-by-step instructions
- 12 Templates of Spreadsheets
- 3 Sample Google Sheet with Mock Data
- 3 Blank Google Sheet
- 3 Sample Excel with Mock Data
- 3 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.
