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Freelancer template Google Sheets small business template small business bundle project management template client tracker spreadsheet crm

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  • Designed by CulturedSimplicity
  • Party decor for gatherings and celebrations
  • Digital download
  • Digital file type(s): 1 PDF

Introducing the Small Business Bundle of Small Business Spreadsheets for Google Sheets - your solution for efficient business management & organization. A complete suite of tools for small business owners & freelancers to streamline their operations and stay on top of their finances; with a taxes tracker, client tracker, project tracker, & more. Link to different colors: https://www.etsy.com/shop/CulturedSimplicity?ref=seller-platform-mcnav§ion_id=42666653

With 13 meticulously crafted tabs, this template covers every aspect of your business, from CRM to project management to basic bookkeeping, ensuring that you have all the necessary information at your fingertips. Let's explore each tab and the features they offer:

Setup: Get started with ease by customizing the template to suit your business needs.

Project Tracker: Stay organized with your ongoing projects. Track project details, deadlines, team members, and progress to ensure timely completion and successful outcomes.

Client Tracker: Keep track of your client interactions, meetings, and follow-ups. Monitor sales opportunities, customer satisfaction, and build strong client relationships.

Communication Tracker: Never miss a beat with this tab designed to track your communication with clients, suppliers, and partners. Keep a record of important emails, phone calls, and meetings.

Annual Overview: Gain a bird's-eye view of your business performance over the year. Track key metrics, revenue, expenses, and net profit to evaluate your overall financial health.

Annual Comparison: Compare your business's performance across multiple years. Identify trends, patterns, and growth opportunities with this comprehensive year-on-year analysis.

Monthly Tracker: Stay on top of your monthly income and expenses. Monitor cash flow, sales, and expenses to ensure your business stays financially sound month after month.

Taxes Tracker: Simplify your tax preparation process with this dedicated tab. Keep a record of tax-related information, deductions, and payments to streamline your tax filing.

Inventory Tracker: Effortlessly manage your inventory and stock levels. Track product details, quantities, and values to ensure optimal inventory management and avoid stockouts.

Invoice Tracker: Simplify your billing process with this convenient tab. Create and track invoices, monitor payment statuses, and manage outstanding payments effortlessly.

The Small Business Spreadsheet Template for Google Sheets is a versatile and user-friendly tool that empowers small business owners to effectively manage their finances, inventory, clients, projects, and communications. Streamline your business operations and boost your productivity with this all-in-one template. Get started today and unlock the true potential of your small business!
🌟 NOTE
1. THIS SPREADSHEET IS DIGITAL. NO PHYSICAL PRODUCT WILL BE SENT.

2. THIS SPREADSHEET IS FOR PERSONAL USE ONLY. YOU ARE NOT ALLOWED TO RESELL IN ANY WAY.


✨✨C O N T A C T M E✨✨

culturedsimplicity [!at] gmail.com
instagram.com/culturedsimplicity
Check out all my spreadsheet templates --> https://www.etsy.com/shop/CulturedSimplicity?ref=seller-platform-mcnav§ion_id=42666653

© Copyright of Cultured Simplicity.
NO part of any content, description or template may be reproduced or sold in any form.

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Reviews for this item

5.0

We calculate this number using a recency-weighted average of all ratings, with a rating's value decreasing by half each year to best reflect the current experience.

(2 reviews)

5 out of 5 stars 5 This item

Samantha Jun 18, 2023

Useful, aesthetic, and comprehensive, I fill in certain values, and other cells auto populate, and charts are formed using the data entered. Super cool. I feel so much more organized🧡Big thanks to the seller, Cierra, for creating this

Samantha Jun 18, 2023

5 out of 5 stars 5 This item

Julia Jun 18, 2023

Purchased this as a gift for my mother. She’s an entrepreneur. She absolutely loves this. It lets her manage every single aspect of her business in one place. She says that she feels a level of organized that she’s never experienced before. Easily a gift that she’ll use for the next few years.

Julia Jun 18, 2023

CulturedSimplicity
Cierra Smith
CulturedSimplicity ·

Raleigh, North Carolina

We calculate this number using a recency-weighted average of all ratings, with a rating's value decreasing by half each year to best reflect the current experience. 4.9
·
3.4k sales
·
6 years on Etsy
Cierra Smith
1 shop member
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Typically responds within a few hours

Typically responds within a few hours

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