Small Business Money Kit

Keep a clearer view of monthly operating profit, unpaid invoices and the price you need to cover your entered costs. This editable Excel kit has a 12-month management profit summary, a 60-invoice payment tracker and a product or service pricing calculator. It handles partial payments, flags duplicate invoice IDs and separates margin from costs and selling fees. Includes a PDF guide with examples and a printable weekly money review. The tabs are separate tools; invoices do not automatically post into the monthly summary. This is not a full bookkeeping or tax system.

Digital download only. XLSX workbook and PDF guide; no macros. Intended for desktop Excel. Other spreadsheet apps have not been verified. For use within your business; blank template resale is not included.

Download or file questions: consult.cupcake@gmail.com