Freelancer Money & Clients Bundle

Run your freelance business and your money from one bundle, and save $9.

This bundle combines my two best tools for freelancers, gig workers and self-employed people whose income changes every month:

• the 2027 Budget Planner for Irregular Income ($19)

• the Freelance Client Onboarding Kit ($14.99)

Bought separately they cost $33.99. Together they're $24.99.

★ PART 1: 2027 BUDGET PLANNER FOR IRREGULAR INCOME (Google Sheets)

• Year-at-a-glance dashboard with charts

• Pay Yourself income smoothing: let lumpy income fill a buffer, then pay yourself a steady salary

• 12 monthly budgets, planned vs actual

• Debt payoff, savings goals and net worth trackers

• Blank + sample versions

★ PART 2: FREELANCE CLIENT ONBOARDING KIT (Google Docs & Sheets)

1. Client Welcome Packet

2. New Client Intake Questionnaire, ready to paste into Google Forms

3. Project Proposal

4. Freelance Service Agreement (a template, not legal advice)

5. Project Kickoff Checklist

6. 10 Client Email Scripts

7. Client Tracker & Invoice Log, with an income dashboard and overdue alerts (blank + sample)

8. Project Wrap-Up & Feedback Form

★ HOW THEY WORK TOGETHER

Onboard a client, then log the invoice in the Client Tracker. When the client pays, add it as income in the Budget Planner. The Pay Yourself buffer smooths out busy and slow months.

★ HOW IT WORKS

1. Download the combined Buyer Guide PDF.

2. Click each link and choose "Make a copy". The files go into your own Google Drive.

3. Fill in your details. Works in Google Sheets & Docs, and you can download them for Excel or Word.

★ GOOD TO KNOW

• Digital download only. Nothing will be shipped. Requires a free Google account.

• The Service Agreement is a general template and NOT legal advice. Have a qualified attorney review it for your location. The planner is an organizing tool, not financial advice.

• For your own personal or business use only. Please don't resell or share the files.

• Because this is a digital item, returns aren't accepted. If anything isn't working, message me and I'll help.

This listing was created with the help of AI tools: the templates, listing images and some text were designed with AI assistance, then reviewed, tested and finalized by me.