Small Business Finance Suite — All-in-One Bookkeeping, Invoicing & Tax Tracker (Excel + Google Sheets)

Still Running Your Business on Scattered Spreadsheets? A tracker for income. Another for invoices. No real idea what you owe in sales tax until filing season forces you to find out. Numbers retyped by hand into a P&L that's already out of date.

The Finance Made Simple™ Small Business Finance Suite replaces all of it with one connected workbook — 25 sheets deep, built specifically for freelancers, Etsy/Shopify sellers, creators, coaches, consultants, and small service- or product-based businesses who want real bookkeeping without a full accounting platform.

What's Inside

Record the Money Income · Expenses · Receipts · Payment Vouchers

Bill Your Clients Clients · Products & Services · Invoices · Printable Invoices

Tax & Banking Sales Tax / VAT · Bank Register

Understand the Business Cash Flow · Profit & Loss · Annual Summary · Reports

See the Big Picture Business Health · Forecasting · Goal Tracking · Dashboard

Stay Organized Start Here Navigation · Settings · Year-End Closing

Your Business, at a Glance

A live Dashboard shows revenue, expenses, profit, margin, and real cash on hand — no exporting, no rebuilding a chart every month.

• Live KPI cards for revenue, expenses, profit, margin & cash
• Month-over-month growth, calculated automatically
• Visual trend charts — no manual charting
• Built-in data quality checks catch issues early

Invoicing That Looks Like You Hired a Designer

Track every invoice from Draft to Paid, then generate a clean, client-ready PDF with one dropdown — no separate invoicing software required.

• Auto-numbered invoices with due dates & payment terms
• Status tracking: Draft, Sent, Overdue, Paid
• One-click printable invoice, every time
• Client & product catalogs feed invoices automatically

Never Wonder What You Owe in Sales Tax

Every invoice line item picks up its tax rate automatically. See what you've billed, collected, and remitted — broken down by category — without a single manual calculation.

• Tax rates configured once in Settings
• Tax by category, calculated automatically
• A running remittance log so you always know your balance owed
• One connected Bank Register across every account

Know Where You Stand — Not Just What You Made

A Business Health score, forward-looking forecasts, and real progress tracking against your own goals — the kind of insight you'd expect from a much more expensive tool.

Built to Be Trusted, Not Just Used

No macros. No scripts. No mystery. Every calculation is a transparent formula you can click on and see — safe to open, safe to customize, safe to hand to your accountant.

• 100% Formula-Based — no VBA, no Apps Script, nothing that triggers a security warning on open
• Excel + Google Sheets — built and tested to work cleanly in both
• Consistent Design System — every sheet shares the same colors, navigation, and terminology
• Built by a Finance Professional — 20+ years of bookkeeping experience, Xero, Dext, Fathom & Tally certified

Everything Included — No Add-Ons, No Upsells

✓ Income & expense tracking · ✓ Client & product catalogs · ✓ Auto-numbered invoicing · ✓ Printable invoices, receipts & vouchers · ✓ Sales tax / VAT tracking · ✓ Multi-account bank register · ✓ Monthly cash flow statements · ✓ Full Profit & Loss statements · ✓ Annual summary & quarterly view · ✓ Custom date-range reports · ✓ Accounts receivable aging · ✓ Business Health scoring · ✓ 3-method revenue & expense forecasting · ✓ Goal tracking with pacing · ✓ Live executive Dashboard · ✓ Year-end closing checklist · ✓ One-click sheet navigation · ✓ Data quality checks

Plus the full documentation package: Start Here Guide · Full User Manual · FAQ · Changelog · License & Terms · 90-Day Success Plan · Walkthrough Video

Why Not Just Buy a $15 Template?

A typical $10–$30 spreadsheet gives you 1–3 sheets built for a single task, no client tracking or invoicing, no sales tax tracking, totals only, no documentation, no support, and a sale-final policy.

The Complete Suite gives you 25 connected sheets as one integrated system, client-ready invoicing, sales tax tracked and reconciled automatically, full P&L/Cash Flow/Forecasting/Business Health, a 7-document package including a 90-day plan, real email support from someone who's actually done the books — and a 7-day money-back guarantee.

Buying the equivalent standalone tools separately would run $136 or more. The Complete Suite — everything, connected — is $69 as a Founding Price.

Compatibility

Works identically in Microsoft Excel and Google Sheets. No add-ins, no plugins, no additional subscriptions. Instant download, lifetime access.

Delivered as a single Excel (.xlsx) file — opens natively in Excel, or in Google Sheets via File → Open → Upload (or File → Import once you're in Sheets). One file works for both; there's no separate Google Sheets version to buy.

Guarantee & Support

Covered by a 7-day money-back guarantee. Real email support at financemadesimple.support@gmail.com.