7 views in the last 24 hours

Price:$7.69

Original Price: $15.37

Loading

50% off

Limited time sale

PLR Small Business Digital Product Bookkeeping Tracker Task & Invoice Tracker Financial Planner Client Tracker Digital Download

TemplateLifeCo  

You can only make an offer when buying a single item

Star Seller. This seller consistently earned 5-star reviews, shipped on time, and replied quickly to any messages they received.

Buy together, get 60% off

Original value: $32.96

New total: $13.19

Highlights

  • Designed by TemplateLifeCo
  • Party decor for gatherings and celebrations
  • Digital download
  • Digital file type(s): 3 PDF, 1 other file

🚀 This All-in-one Small Business CRM Dashboard and Bookkeeping Tracker solution is designed to help you seamlessly manage every aspect of your service business. Keep track of client details, monitor communications, and streamline invoicing—all in one place. Easily organize tasks, set priorities, and stay on top of deadlines with an intuitive task tracker. Gain full control over your finances with automated income and expense tracking, budget planning, and reconciliation tools. Whether you’re managing payments, tracking business growth, or optimizing financial planning, this template simplifies the process, so you can focus on what truly matters—growing your business!

💎 MULTI CURRENCY - SET ANY CURRENCY WITHIN SECONDS
$, €, £, ¥, ₣, ₱, ₹, ₽, ₺, Rp‎, K, RM

👉 ALL SHOP ACCESS – Lifetime Updates (PLR + MRR Digital Products Resell Rights)
https://www.etsy.com/listing/4501813080/all-shop-access-with-mrr-plr-lifetime

📘 𝗜𝗻𝘀𝘁𝗿𝘂𝗰𝘁𝗶𝗼𝗻𝘀
✓ Detailed guide included
✓ Video tutorial provided
✓ Sample spreadsheet with mockup data

⚙️ 𝗦𝗲𝘁𝘂𝗽 𝗧𝗮𝗯
✓ Quick-start configuration section
✓ Easy spreadsheet setup
✓ Ready within minutes

📊 𝗢𝘃𝗲𝗿𝘃𝗶𝗲𝘄 𝗣𝗮𝗻𝗲𝗹 𝗗𝗮𝘀𝗵𝗯𝗼𝗮𝗿𝗱
✓ Centralized business overview
✓ Key metrics and financial summaries
✓ Task updates at a glance

💰 𝗜𝗻𝗰𝗼𝗺𝗲 & 𝗘𝘅𝗽𝗲𝗻𝘀𝗲 𝗘𝗻𝘁𝗿𝘆
✓ Record income transactions easily
✓ Automated tax calculations included
✓ Categorize expenses clearly

🔍 𝗔𝗰𝗰𝗼𝘂𝗻𝘁 𝗥𝗲𝗰𝗼𝗻𝗰𝗶𝗹𝗶𝗮𝘁𝗶𝗼𝗻
✓ Match income and expenses
✓ Verify financial records
✓ Improve reporting accuracy

📈 𝗠𝗼𝗻𝘁𝗵𝗹𝘆 & 𝗔𝗻𝗻𝘂𝗮𝗹 𝗢𝘃𝗲𝗿𝘃𝗶𝗲𝘄
✓ Monitor monthly cash flow
✓ Track yearly financial growth
✓ Visual performance insights

📇 𝗖𝗹𝗶𝗲𝗻𝘁 𝗗𝗶𝗿𝗲𝗰𝘁𝗼𝗿𝘆
✓ Organize all client details
✓ Maintain a structured database
✓ Easy client reference system

💬 𝗖𝗼𝗺𝗺𝘂𝗻𝗶𝗰𝗮𝘁𝗶𝗼𝗻 𝗧𝗿𝗮𝗰𝗸𝗲𝗿
✓ Record client interactions clearly
✓ Maintain communication history
✓ Support professional follow-up

🗓️ 𝗖𝗮𝗹𝗲𝗻𝗱𝗮𝗿 𝗦𝗰𝗵𝗲𝗱𝘂𝗹𝗲
✓ Plan appointments and deadlines
✓ Manage daily priorities
✓ Keep tasks organized

✅ 𝗣𝗿𝗼𝗷𝗲𝗰𝘁 𝗧𝗮𝘀𝗸𝘀 & 𝗔𝘀𝘀𝗶𝗴𝗻𝗺𝗲𝗻𝘁𝘀
✓ Organize tasks by priority
✓ Track project progress
✓ Keep initiatives on schedule

🧾 𝗜𝗻𝘃𝗼𝗶𝗰𝗲𝘀 & 𝗣𝗿𝗶𝗻𝘁𝗮𝗯𝗹𝗲𝘀
✓ Generate invoices easily
✓ Track payment records
✓ Ready-to-print client documents

💳 𝗕𝗮𝗹𝗮𝗻𝗰𝗲 𝗔𝗻𝗮𝗹𝘆𝘀𝗶𝘀
✓ Organize payments by method
✓ Improve financial clarity
✓ Better spending visibility

💎 𝗔𝗱𝘃𝗮𝗻𝗰𝗲𝗱 𝗕𝘂𝗱𝗴𝗲𝘁 𝗣𝗹𝗮𝗻𝗻𝗲𝗿
✓ Set financial goals clearly
✓ Monitor budget performance
✓ Adjust plans with ease

𝗬𝗼𝘂 𝘄𝗶𝗹𝗹 𝗿𝗲𝗰𝗲𝗶𝘃𝗲:
✓ PDF with the link to Google Sheets
✓ Excel spreadsheet (Microsoft 2019 or Higher)
✓ In-depth YouTube tutorial on how to efficiently use your spreadsheet
✓ Free gift inside the purchase

𝗔𝗳𝘁𝗲𝗿 𝗬𝗼𝘂𝗿 𝗣𝘂𝗿𝗰𝗵𝗮𝘀𝗲
✓ After your payment has cleared you will be able to download your files instantly. You will find the downloads here https://www.etsy.com/your/purchases
✓ If you do not have an Etsy account, a download link will also be available in your receipt email
✓ For Google Sheets you need a free Google account
✓ Excel version can be used immediately after download
✓ Read the instructions and watch the tutorial video for easy setup

✨ 𝗙𝗲𝗮𝘁𝘂𝗿𝗲𝘀
✓ Minimal aesthetic design
✓ Automatic calculations
✓ Streamlined organized tabs
✓ Desktop optimized and mobile accessible
✓ Suitable for any year

𝗝𝗼𝗶𝗻 𝗼𝘂𝗿 𝘁𝗵𝗿𝗶𝘃𝗶𝗻𝗴 𝗰𝗼𝗺𝗺𝘂𝗻𝗶𝘁𝘆 𝗼𝗻 𝘀𝗼𝗰𝗶𝗮𝗹 𝗺𝗲𝗱𝗶𝗮
📱INSTAGRAM: https://www.instagram.com/plrduck/
📍PINTEREST: https://in.pinterest.com/PLRDuck
🎬YOUTUBE In-depth YouTube tutorial on how to efficiently use our spreadsheets: https://www.youtube.com/@PLRDuck

💰 If you need any help with your spreadsheet, don’t hesitate to send us a message — we’ll happily help you!

Instant Download

Your files will be available to download once payment is confirmed.  Here's how.

Instant download items don’t accept returns, exchanges or cancellations. Please contact the seller about any problems with your order.

Etsy Purchase Protection
Shop confidently on Etsy knowing if something goes wrong with an order, we've got your back for all eligible purchases — see program terms

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.

(3 reviews)

5.0 Item quality
5.0 Shipping
5.0 Customer service
100% Buyers recommend
5 out of 5 stars 5 This item

Katherine Nov 23, 2025

Easy to use, thank you

Katherine Nov 23, 2025

Response from Sneha

Your review truly inspires us. If there’s anything we can assist with, feel free to reach out anytime. 🚀

5 out of 5 stars 5 This item

Inactive account Sep 19, 2025

Seller was very responsive and professional. The downloads were easily accessible. I will be back

Inactive account Sep 19, 2025

Response from Sneha

Thank you so much! I'm glad you found it comprehensive and useful for managing your finances! Always we will be here for you , if you ever need help . Thank you very much !😊

5 out of 5 stars 5 This item

Inactive account Aug 5, 2025

nice product for new life

Inactive account Aug 5, 2025

You may also like