Small Business

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Tired Of Guessing Your Numbers Each Month?

The small business budget that gives you the full picture.

Most small business owners do not actually know their numbers. Money comes in, money goes out, and somewhere in the middle there is hopefully a profit. Hopefully.

This template ends the hoping. Income, expenses, taxes, payroll, cash flow and profit, all in one connected spreadsheet that updates the moment you enter a number.

💼 Everything You Need To Run The Numbers

• ✅ Income Tracker - every revenue stream in one view
• ✅ Expense Categories - 25+ pre-built categories you can rename or add to
• ✅ Tax Tracker - set aside the right percentage every month, never get caught short
• ✅ Cash Flow Forecast - see the next three to six months before they happen
• ✅ Profit and Loss Dashboard - real margins, not gut feel
• ✅ Owner Pay and Distributions - take a salary that does not break the business
• ✅ Annual Dashboard - the full year at a glance, ready for your accountant

📊 Built For Real Small Businesses

• Service businesses, e-commerce, freelancers, consultants, agencies.
• Sole traders all the way up to teams of ten.
• Works alongside Quickbooks, Xero, or on its own.
• Renamable categories so your industry language fits naturally.

🎯 Why This Works When Spreadsheets Usually Fail

• It is one file. Income, expenses, tax and cash flow all connected, so a change in one feeds the others.
• It is built for owners, not accountants. Plain English, clear dashboards, no jargon walls.
• It scales with you. Add categories, add months, add a forecast year, the formulas keep working.
• You own it forever. One-time purchase. No monthly subscription per seat.

⚡ Get Started In Under 10 Minutes

1. Instant download. The link arrives in your email within seconds of checkout.
2. Make a copy. One click to copy to your Google Sheets or open in Excel.
3. Follow the Setup tab. Clear, step-by-step instructions, no spreadsheet skills required.
4. Enter your numbers. The rest of the system auto-populates around them.

⚡ INSTANT DOWNLOAD | Works on Google Sheets and Excel | Any device, any time.

🛡️ The "Actually Use It" Guarantee

Try this for 14 days. If you set it up, use it for at least a week, and genuinely feel it is not right for you, email us and we will refund you in full.

All we ask is that you show us you gave it a real go. Send a quick screenshot of your setup and tell us what did not work. No hard feelings, no hoops.