Small Business Bundle: Bookkeeping, CRM, Inventory, Pricing, Bills, Cash Flow (Google Sheets, Excel)
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Small Business Bundle: Bookkeeping, CRM, Inventory, Pricing, Bills, Cash Flow (Google Sheets, Excel)
Save 50% — limited time
Run every side of your small business from one clean, connected toolkit.
The Ultimate Small Business Bundle gives you 6 premium spreadsheets — bookkeeping, orders, inventory, pricing, bills, cash flow, and CRM — all branded, dashboard-ready, and built to work in both Google Sheets AND Microsoft Excel.
Track income and expenses, price your products with confidence, stay ahead of every bill, forecast your cash flow, and manage customers and deals — without paying for a stack of SaaS tools every month.
✨ Why This Bundle Is Different
- ✓ 6 complete tools (most bundles give you 4)
- ✓ 64+ tabs · 190+ charts · fully branded dashboards
- ✓ Includes a standalone Cash Flow Forecaster with scenario planner and 90-day daily forecast
- ✓ Includes a standalone Small Business CRM (not a hidden sub-tab)
- ✓ One-time purchase — no subscriptions, no monthly fees
- ✓ Works in Google Sheets AND Excel · beginner-friendly · premium look
💎 Bundle Value — Save 50%
Buy each spreadsheet individually and the total adds up fast. Get all 6 in this bundle and save big — every dashboard, every future update, all in one ZIP.
Regular price: $59.99 → Bundle price: $29.99
One payment. No subscription. Yours forever.
➡️ This Bundle Includes 6 Spreadsheets
1. Small Business Easy Bookkeeping
- ✓ Welcome & Setup (business info, categories, tax filing status)
- ✓ Transaction Log — the single tab you edit
- ✓ Monthly / Quarterly / Annual / Year-over-Year / Custom Dashboards
- ✓ Schedule C · Quarterly Tax · Tax Prep Checklist · Tax Tracker
- ✓ Profit vs goal analysis · income vs expense breakdown · sales tax tracker
2. Small Business Tracker (Orders + Inventory + Invoice)
- ✓ Welcome & Setup · Products · Raw Materials
- ✓ Orders · Customers · Automated Invoice
- ✓ Sales Dashboard · Inventory Dashboard · Customer Insights · Product Performance
- ✓ Raw material reorder alerts · best-seller insights · month-by-month tracking
3. Smart Bill Calendar (Bills + Debt + Subscriptions + Income)
- ✓ Welcome & Setup · Recurring Transactions (custom frequency for each)
- ✓ Payment Schedule · Monthly Calendar · Weekly Summary
- ✓ Color-coded paid/unpaid · auto-updating balance · never miss a bill
4. Pricing Calculator (handmade / product sellers)
- ✓ Welcome & Setup · Materials · Labor · Equipment · Other Costs
- ✓ Price Calculator (4 pricing methods: margin-based, markup-based, target price, competitor-based)
- ✓ Price List · Profitability Dashboard
- ✓ Real profit per unit · full cost breakdown · multi-product support
5. Small Business CRM (Customer Manager)
- ✓ Welcome & Setup · Contacts · Deals · Activities · Communications · Tasks
- ✓ Pipeline Dashboard · Sales Report · Customer Insights
- ✓ Deal pipeline · follow-up reminders · lifetime customer value · won/lost analysis
★ 6. Cash Flow Forecaster — the star of the bundle
- ✓ Welcome & Setup · Recurring Transactions (the engine)
- ✓ Monthly Forecast (12 months) · Daily Forecast (90 days) · Insights Dashboard
- ✓ Historical vs Forecast comparison · Scenario Planner (conservative / expected / optimistic)
- ✓ Know your available funds · spot cash shortfalls weeks in advance · plan with confidence
That's 6 spreadsheets · 64+ tabs · 190+ charts — every number in one calm, organized place.
🎁 You Will Receive
- ✓ ZIP file with all 6 spreadsheets in both Google Sheets AND Microsoft Excel
- ✓ Step-by-step bundle setup PDF (with all 6 Google Sheets copy links + Excel instructions)
- ✓ Individual setup instructions built into each spreadsheet (Welcome & Setup tab)
- ✓ Built-in "How To Use This Tab" help section on every tab
- ✓ Demo data included — see exactly what the finished file looks like — plus Demo Data Clearance instructions so you can reset to a blank template in minutes
🚀 Who This Bundle Is For
- ✓ Etsy sellers · handmade businesses · Shopify store owners · print-on-demand shops
- ✓ Freelancers · consultants · service providers · coaches
- ✓ Bakers · candle makers · soap makers · jewelry makers · crafters
- ✓ Anyone running a small business who wants clean numbers without buying 5 different tools
👶 Beginner Friendly — No Skills Needed
You don't need any spreadsheet experience. Every file opens on a Welcome & Setup tab, every tab has a "How To Use This Tab" help box, and demo data shows you exactly what the file looks like once filled in.
💻 Works In Both Excel & Google Sheets
- Microsoft Excel (Microsoft 365 / Office Desktop recommended) — unzip and double-click any .xlsx, you're ready to go
- Google Sheets — click each copy link in the setup PDF, hit "Make a copy," and the file lands in your Drive (free Google account required)
- Same features, same formulas, same experience on both platforms
- No macros required · works with any currency worldwide
📌 Please Note — Standalone Files
Each of the 6 spreadsheets is its own independent tool. They share the same beautiful design and styling, but they are separate files — they do not sync or share data with one another. You get six complete, standalone tools at one bundled price.
📥 After Your Purchase
- ⚡ Instant digital download — your files are ready the moment payment clears
- 📧 Download link emailed right after checkout
- 👤 Always accessible from your account: My Account → Order History
- 📖 Start with the setup PDF, then open each file's Welcome & Setup tab
- No waiting, no shipping
💬 Frequently Asked Questions
Q: Do the 6 spreadsheets sync with each other?
A: No — each spreadsheet is a complete standalone tool. You set each one up with your own business info (name, categories, currency). This keeps every file fast, stable, and easy to maintain, and lets you use only the tools you need.
Q: Do I need Excel or can I use Google Sheets?
A: Either works — you get both versions. Google Sheets is recommended for Mac users and for anyone who wants to access files from multiple devices. Excel is best on Microsoft 365 / Office Desktop (Windows).
Q: Do I need any experience with spreadsheets?
A: No. Every file opens on a Welcome & Setup tab, every tab has a "How To Use This Tab" help box, and demo data shows you exactly what the file looks like once filled in.
Q: Can I clear the demo data?
A: Yes — each Welcome & Setup tab has a step-by-step Demo Data Clearance section that walks you through clearing samples in minutes.
Q: Is this a one-time payment?
A: Yes — no subscription, no monthly fee. Pay once, use forever.
Q: Will this work on Mac Numbers / on my phone / on iPad?
A: Mac Numbers is not supported. Google Sheets works on all devices, but for files with many tabs and dashboards we recommend a computer (laptop or desktop) for the best experience.
💌 Need Help?
We're here for you! Reach out through our Contact page with any questions about setup or use. We typically respond within 24 hours.
⚠️ Disclaimer
- ⚠️ Developed for the latest Excel version (Microsoft 365 Desktop). Older Excel versions may not support every feature.
- ⚠️ Mac users — we recommend the Google Sheets version (Excel for Mac is less stable than Windows).
- ⚠️ This product does NOT work on Mac Numbers.
- ⚠️ Available in English only.
- ⚠️ Files with many tabs are best used on a computer (laptop or desktop). Tablets and phones may load slowly.
- ⚠️ This bundle includes six standalone products. Each tracker works independently and does not sync or communicate with the others.
- ⚠️ Each template is delivered with demo data for demonstration. The Welcome & Setup tab contains Demo Data Clearance instructions so you can reset to a blank template.
📌 Important Notes
- Digital download: this listing is an instant DIGITAL DOWNLOAD ONLY. No physical product will be shipped. You will receive a ZIP file containing all 6 spreadsheets plus the setup PDF.
- Copyright notice: this design and these spreadsheets are copyrighted by Sage Digital Templates. Your purchase is for personal business use only. Commercial resale, redistribution, reproduction, or sharing — in part or in full, with or without modifications — is strictly prohibited.
- Financial disclaimer: this spreadsheet is for informational use only. Sage Digital Templates does not provide financial, tax, or legal advice. Please do your own research and consult a licensed financial advisor before making any financial decisions. Under no circumstances will Sage Digital Templates be held responsible for any costs, loss, damage, or injuries — direct or indirect — that result from the use of these spreadsheets.
💸 That's it! Enjoy your Small Business Bundle — and enjoy finally having every number in one calm, organized place.
— With love, the Sage Digital Templates team ♥