Bookkeeping and tax
Small Business Spreadsheet Bundle
Small business spreadsheet bundle: four spreadsheets that cover the money side of a small business, income and expenses, inventory, sales and product pricing, each with a filled-in sample and its own quick-start guide.
C$29CAD
Secure checkout. Sales tax, VAT or GST is added at card checkout where it applies.
- Instant download, nothing shipped
- Excel 2016+ and Google Sheets
- Filled-in sample file included
- Damaged or not as described? Fixed or refunded within 60 days
Prefer Etsy? Buy this template in our Etsy shop.
What's in the bundle
1. Income and Expense Tracker: money in and money out, profit by month, the sales tax you collected and paid, deductible expenses, a mileage log and a dashboard with charts 2. Inventory Spreadsheet: items with SKU, cost and selling price, stock in and out, stock on hand, reorder alerts, stock value and a dashboard with a reorder list 3. Sales Tracker and Dashboard: every sale in one list, with revenue by month, top products and top customers on a dashboard you filter by month and category (set up for 2027; change the year on its Settings tab) 4. Product Pricing Calculator: materials, labour and overhead per product, the price that hits your target margin, marketplace and payment fees, and your profit and margin at the price you charge
What you get
- XLSX4 zip files, one per spreadsheet. Each holds the blank .xlsx, a filled-in sample .xlsx and that spreadsheet's quick-start guide (PDF)
- PDFBundle quick-start guide (PDF): how to unzip and open the files, and where to start
- FILEThe same four spreadsheets are also sold one by one in our shop; this bundle costs less than buying them separately, so please don't buy both
Good for
Makers, resellers, side hustles and small shops that want their income, stock, sales and prices in a few simple spreadsheets instead of software with a monthly fee.
Please note
Record-keeping and planning tools, not accounting or tax software, and not tax advice. Tax rates, fees and deductible shares are your own inputs: check the rules that apply to you with your accountant. For use in your own business; please don't resell or share the files.
Disclaimer
These templates are planning tools and do not replace advice from a qualified or licensed professional (such as an accountant, financial advisor or lawyer). Check the results before you rely on them.
How it was made
Designed by VARS Digital with AI-assisted tools. Every formula is checked before release, and each sample file shows its tabs working.
Questions
Email varsdigitals@gmail.com and we'll help you get set up.
