Small Business Spreadsheet Bundle for Product Sellers: Inventory, Pricing, Bookkeeping, Invoices, Cash Flow

Everything a product business needs to run its numbers, in five spreadsheets: what you have in stock and what it really cost, the price to charge, who still owes you, your books with a tax set-aside, and your cash for the next 12 months.

This is the complete set. It has the four templates of the Small Business Finance Starter plus the Inventory & COGS Tracker, for shops, makers and resellers who buy or make stock and sell it.

Works in Google Sheets (free Google account) and Microsoft Excel 2016 or newer.

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WHAT'S INSIDE (5 SPREADSHEETS)
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1. Inventory & COGS Tracker ($11.99 on its own)
Stock on hand for up to 200 products, landed cost with shipping and duties shared across each order, a reorder list with suggested quantities, dead stock and overstock flags, and cost of goods sold month by month with a year-end inventory check. 10 tabs.

2. Pricing Calculator ($12 on its own)
Your materials, time, overhead and selling fees turned into a recommended price per product, with break-even, wholesale vs retail and what you earn per hour. 8 tabs.

3. Invoice & Receivables Tracker ($12 on its own)
Invoices, partial payments and clients in one log; a printable invoice, an AR aging report, reminder emails and a list of who to chase today. 8 tabs.

4. Small Business Bookkeeping ($12 on its own)
Income and expenses by category with receipt checks, a monthly profit & loss, a quarterly tax set-aside and a one-page year summary. 8 tabs.

5. Cash Flow Forecast & P&L ($19 on its own)
A 12-month forecast that turns into actuals as the year goes, with the lowest cash point, early warnings, margins and best / base / worst cases. 8 tabs.

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WHY YOU'LL LIKE IT
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✓ Save 41%: $66.99 bought one by one, $39 for all five (you save $27.99)
✓ Stock to cash in one routine: count it → price it → bill it → book it → plan it
✓ The Inventory tracker shows the landed cost of every unit, so you price from what you really paid, not the supplier list price
✓ The same cream-cell / gray-cell rule in every file: learn it once
✓ Every file shows what needs your attention first, and comes with sample data you can clear in minutes
✓ Any currency. Made by a data analyst: every number is a formula you can trace. No subscription, no app

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HOW YOU GET IT
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1. After purchase, download the files from your Etsy account (Purchases → Download Files).
2. Open START-HERE.pdf: it has five "Make a copy" buttons, one per spreadsheet. Each copy goes to your own Google Drive.
3. Using Excel? Unzip small-business-finance-complete-excel.zip: there is one folder per template with its .xlsx file.

You receive:
• START-HERE.pdf — five Google Sheets links and a one-page guide
• small-business-finance-complete-excel.zip — all five Excel files

This is a digital product. Nothing will be shipped.

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GOOD TO KNOW
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• Five separate files that each work on their own; nothing is linked between them. Once a month you copy a few totals across (for example, Bookkeeping's monthly category totals into Cash Flow Forecast), and START-HERE.pdf shows which.
• Already own the four-file Small Business Finance Starter? Get the Inventory & COGS Tracker on its own instead.
• Selling fees in the Pricing Calculator are sample numbers: type your own.
• Amounts exclude any sales tax or VAT you collect.
• Best on a computer; the Google Sheets phone app is fine for checking numbers.
• Not tested in Apple Numbers or LibreOffice.
• For use in one business. Please do not resell or share the files.
• Because this is a digital download, returns are not accepted — but if anything doesn't work, message me and I'll help.

Record-keeping and planning tools, not accounting, tax or financial advice.

Designed by me with the help of AI tools.