Small Business

We compared 7 bookkeeping templates for freelancers, sole traders and creators, covering tax set-aside, Schedule C, VAT, mileage, invoices and platform fees.

We compared 10 small business templates for bookkeeping, dashboards, pricing, inventory, launching, projects and SOPs, so you can pick the right tool for each job.

Five project management spreadsheets for Excel and Google Sheets compared on views, workload, budgets, risk and the software they need.

Six small business financial dashboard spreadsheets compared on cash forecasting, tax help, ease of use and which apps they run in.

We compared five SOP templates on ownership, quality checks, version control and how much is already written, so you can pick the right one for your team.

What to record for each client project, how to use fixed stages and a weekly review to keep every job moving.

A ready-to-adapt daily checklist covering opening, daytime and closing tasks, and how to turn it into a routine your team will follow.

An 8-step method for writing standard operating procedures that people use, with an example and the sections every SOP should include.

How to read and fill in a profit and loss statement, with a worked example, common mistakes and templates that produce it automatically.

A plain-English guide to how the three financial statements link, how to build a model step by step, and how to check it balances.