Small business
Invoice, bookkeeping and inventory dashboards.
Aisle
78 items
These workbooks cover the paperwork of a small business: bookkeeping with income, expenses, mileage and a profit and loss, invoice trackers with payments and clients, inventory and reorder trackers, profit-by-product with editable fee rates, time and billing, and sales pipelines. There is also a US 1099 contractor tracker that totals what you paid each contractor against the threshold you type, a 13-week cash flow forecast that flags the weeks your balance drops below the cushion you set, and a content calendar that plans your posts and logs their results.
78 results
About Small business
They are set up for trades such as bakery, catering, cleaning, consulting, design agency, home repairs, landscaping, online shop, photography and tutoring, so the sample data looks like your work. There are also general invoice log, mileage log, expense tracker and client pipeline spreadsheets.
Each one has a Dashboard with 3 charts, a copy with sample data and a blank copy with the same formulas. Nothing is password-locked, and they are made for Excel. Each costs 2 credits, about $2, and comes with a Commercial licence when you unlock or buy it.
Questions people ask
Can I use these for my business and clients?
Yes, when you unlock them with credits or buy them for $2: small business workbooks come with a Commercial licence, so you can use them in your business and client work. Downloads through All-Access Monthly come with a Personal licence. You cannot resell the workbook itself.
Do I need Excel to use these?
They are made for Excel as standard XLSX workbooks. Other spreadsheet apps can open XLSX files, but charts, colours and the protected Dashboard can look different there.