Finance Excel Bundle

Description

# Run Your Small Business Finances From One Excel Workbook

Stop jumping between disconnected spreadsheets.

The **Frac CFO Small Business Finance Mega Bundle** combines **12 integrated business tools across 21 worksheets** into one connected Excel system.

Track sales.

Track expenses.

Monitor cash.

Understand profitability.

Plan future cash flow.

Estimate taxes.

Set business goals.

Calculate pricing.

Create invoices.

See the important numbers from one management dashboard.

Built for small business owners, freelancers, consultants, creators, online sellers, and founders who want better financial visibility without complicated finance software.

## What This Excel Bundle Helps You Do

✓ Track sales and revenue
✓ Record and categorize expenses
✓ Monitor monthly profit and loss
✓ See cash position and runway
✓ Forecast future cash flow
✓ Build a multi-year P&L forecast
✓ Estimate tax obligations
✓ Calculate product or service pricing
✓ Plan startup costs
✓ Create invoices
✓ Track business goals and OKRs
✓ Monitor key business KPIs from one dashboard

Enter your information once.

The connected reports and dashboards do the heavy lifting.

## What’s Included

The workbook contains **21 integrated worksheets supporting 12 core business finance tools**:

* Business Dashboard
* Sales Tracker
* Expense Tracker
* Monthly Financial Summary
* Cash Flow Forecast
* Profit & Loss Forecast
* Business Budget
* Pricing Calculator
* Startup Cost Planner
* Tax Estimate Tools
* Goals & OKRs
* Invoice Tool

## One Connected Business System

This is not a collection of random spreadsheet files.

The worksheets are designed to work together:

**Sales + Expenses → Monthly Summary → Dashboard + Cash Flow + Forecasts + Tax + Goals**

Less duplicate data entry.

Less spreadsheet chaos.

Better visibility.

## Built-In Dashboard

See the numbers that matter without digging through rows of transactions.

Monitor:

* Revenue
* Profit
* Cash
* Runway
* Orders
* Margin
* Estimated taxes
* Business health
* Goal progress
* Revenue trends

## Cash Flow & Forecasting

Track actual cash performance and see what may come next.

Use the forecasting tools to monitor:

* Monthly inflows
* Monthly outflows
* Ending cash balances
* Cash runway
* Future profitability
* Multi-year financial projections

Spot potential cash problems before they become expensive surprises.

## Pricing Calculator

Stop pricing from vibes.

Compare costs, margins, and target pricing to help determine what you need to charge to hit your profitability goals.

## Easy Left-Side Navigation

With **21 worksheets**, normal tab hunting gets old fast.

The workbook includes a built-in **Quick Menu** on key worksheets so you can move between tools quickly.

## Beginner-Friendly Inputs

The workbook uses a consistent color-coded system.

**Light Yellow** – cells you enter or change
**White** – calculations and outputs
**Dark Green** – primary headers and key information
**Gold** – important highlights
**Blue** – navigation and secondary information
**Gray** – notes and instructions

You can quickly see what to edit and what Excel calculates for you.

## Who This Template Is For

Great for:

* Small business owners
* Freelancers
* Consultants
* Coaches
* Creators
* Etsy sellers
* E-commerce businesses
* Service businesses
* Solopreneurs
* Startup founders
* Side hustlers
* Anyone who wants CFO-style financial visibility without CFO-style complexity

## What You Receive

**1× Frac CFO Mega Bundle – BLANK Version (.xlsx)**
Ready for your own business data.

**1× Frac CFO Mega Bundle – SAMPLE Version (.xlsx)**
Filled with fictional example data so you can see how the system works.

This is a **digital product**.

No physical item will be shipped.

## Quick Start

1. Open the Guide worksheet.
2. Review the workbook workflow and color legend.
3. Enter your business settings.
4. Add your sales and expenses.
5. Review the Monthly Summary.
6. Use the Dashboard, forecasts, and calculators to manage your business.

## Software Requirements

Designed for **Microsoft Excel**.

For the best experience, use the desktop version of Excel.

The workbook is supplied in `.xlsx` format.

Google Sheets compatibility is not guaranteed.

## Important Notes

This template is a business planning and organizational tool.

It does **not** replace bookkeeping software, professional accounting services, legal advice, investment advice, or tax advice.

Tax rules, rates, thresholds, and individual circumstances can change.

Always verify current requirements with the appropriate government authority or qualified professional.

## Digital Product Notice

Because this is a digital download, nothing will be physically mailed.

Please review the listing details carefully before purchasing.

For workbook support:

**[jonas.frac.cfo@gmail.com](mailto:jonas.frac.cfo@gmail.com)**

**fraccfo.org**

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**One workbook. Better visibility. Better decisions.**

Run your business with better numbers.

Order now 🙂