Small Business Starter Kit — Invoice, Expense Tracker & P&L Template (Excel)

Built by an accountant, made for small business owners who don't have one on staff.

This 3-in-1 Excel toolkit gives you everything you need to invoice clients, track spending, and see your real profit — without hiring a bookkeeper or learning accounting software.

What's inside:

• Invoice template — professional, ready to send, auto-calculates totals and tax
• Expense tracker — log spending by category, auto-summarized so you always know where your money's going
• P&L statement — a full 12-month profit & loss view that shows if you're actually making money

Everything is formula-driven — plug in your numbers and the math updates itself. No spreadsheet experience needed. Includes a step-by-step Read Me and a sample row on every sheet so you know exactly what goes where.

Works in Excel, Google Sheets, and Numbers.