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.

The Small Business Finance Suite replaces all of it with one connected Excel + Google Sheets workbook — 25 sheets deep, built for freelancers, Etsy/Shopify sellers, creators, coaches, consultants, and small businesses who want real bookkeeping without a full accounting platform.

What’s inside:

Income, expenses, receipts & payment vouchers
Client & product catalogs, auto-numbered invoicing
Sales tax tracked & reconciled automatically
Multi-account bank register
Cash flow, P&L, annual summary & custom reports
Business Health scoring, forecasting & goal tracking
Live executive Dashboard

No macros, no scripts — 100% formula-based, so it opens safely and works identically in Excel and Google Sheets. Built by a finance professional with 20+ years of bookkeeping experience, certified in Xero, Dext, Fathom & Tally.

Every purchase includes the full documentation package: Start Here Guide, User Manual, FAQ, Changelog, License & Terms, 90-Day Success Plan, and Walkthrough Video — plus real email support.

Instant download. Lifetime access. Covered by a 7-day money-back guarantee.