Why You Need a Cash Flow Forecast Template (and How to Use It)
Why profitable businesses still run short of cash, and how to build and read a simple cash flow forecast that warns you in time.
Small Business
3 Small Business Dashboard Excel Templates Worth Using
Three small business dashboard templates compared, with what each does best and a simple guide to picking the right one.
RACI Chart Template: How to Assign Roles Without Arguments
How to build a RACI chart for a team process, check it for problems, and put it inside your standard operating procedures.
Etsy Bookkeeping Spreadsheet: Track Real Profit, Not Sales
How to keep Etsy books that show real profit after fees, materials and shipping, with two templates for single-shop and multi-platform sellers.
Which Numbers Belong on a Small Business KPI Dashboard?
Which seven numbers deserve a place on your dashboard, what to leave off, and how to run a monthly money review with the CEO Dashboard.
VAT Tracker Spreadsheet: A Simple Setup for Small Firms
How to set up a simple VAT tracker for a small business, with the right formulas, a monthly set-aside habit and the mistakes to avoid.
How to Keep Your Books With a Colorful Bookkeeping Spreadsheet
A practical walkthrough of keeping small business books in Sorbet Books: setup, a weekly routine, tax time, and who it suits.
Quarterly Estimated Taxes: How Much to Set Aside and When
How US quarterly estimated taxes work for self-employed people, the four due dates, and a simple system for setting money aside. General information, not tax advice.
Bookkeeping for Freelancers: A 20-Minute Weekly System
A simple bookkeeping system for freelancers built around a separate account, a tax set-aside habit and a 20-minute weekly routine.
Self Employed Bookkeeping Spreadsheet: The Schedule C Way
How to organise your self-employed records around Schedule C categories, keep a mileage log that holds up and stay ready for tax time.