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Business Finance Toolkit | Income, Tax, Invoice & Budget Planner Templates
Business Finance Toolkit | Income, Tax, Invoice & Budget Planner Templates
Regular price
$69.00 USD
Regular price
$106.00 USD
Sale price
$69.00 USD
Taxes included.
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Stop juggling five different spreadsheets that don’t talk to each other. This bundle gives you a complete financial system for your small business, freelance work, or side hustle — from the first sale to your yearly tax estimate.
What’s inside (6 fully-automated templates):
1. Business Income & Tax Tracker — log every sale, automatic tax reserve calculation, live dashboard
2. Agency Profit Engine — reverse-engineer the hourly rate and revenue you need to hit your income goal
3. Cash-Flow & Tax Manager — full income/expense log with VAT, client tracker and annual projections
4. E-Commerce Profit Tracker — multi-channel sales log (Etsy, Amazon, your own site), inventory & per-product profit calculator
5. Invoice & Quote Generator — professional invoices with automatic tax calculation + payment tracking log
6. Annual Budget & Tax Planner — 12-month budget vs actual, quarterly tax estimates, and yearly goal tracking
Every template includes:
• Pre-filled demo data so you see exactly how it works before you touch a thing
• Color-coded input cells (blue = edit me) vs. automatic calculations
• Live dashboards and charts that update instantly
• Works in both Google Sheets and Microsoft Excel
• No macros, no add-ons, no subscriptions — just open and use
Perfect for: freelancers, consultants, rental/service businesses, Etsy & e-commerce sellers, small agencies — anyone who wants to stop guessing what they actually made (and owe) this year.
Bullet points (for listing highlights section)
• 6 connected templates covering the full money cycle: track → price → invoice → plan taxes
• Instant dashboards with charts — no formulas to write yourself
• Pre-loaded with realistic demo data, ready to test drive in 2 minutes
• Fully editable — change tax rates, categories and currency in one Settings tab
• Compatible with Excel & Google Sheets, desktop and mobile
• Lifetime access, one-time payment, use for unlimited businesses/projects
