Small Business Startup Planner Spreadsheet | Startup Costs, Pricing, Break Even, Cash Runway, Launch Checklist (Google Sheets + Excel)

Work out what it costs to start, what to charge per job, how many jobs you need to break even and how long your cash lasts. A spreadsheet planner with a launch checklist.

WHAT'S INCLUDED

- Small-Business-Startup-Planner.xlsx: The startup planner workbook (clean, ready to fill in)
- READ-ME-FIRST.pdf: What is inside and how to use it
- Google-Sheets-Setup.pdf: How to import the workbook into Google Sheets

FEATURES

- Excel workbook (.xlsx) for Excel 2010 or newer that also imports into Google Sheets
- 8 tabs: Start Here, Settings, Startup Costs, Monthly Costs, Pricing, Break-even, Cash Runway, Launch Checklist
- Settings: business name, currency symbol, first month and year, your target monthly pay and what you call one sale (job, visit, event)
- Startup Costs: 40 lines with category, item, estimate, actual and paid Yes/No; totals by category, paid so far, still to pay and a total with a cushion %
- Monthly Costs: 30 lines; weekly, quarterly and yearly bills are turned into a monthly figure, with totals by category and a chart
- Pricing: for 3 services, hours, materials, travel, your pay per hour and a profit margin give a suggested price, a price rounded up to the next 5 and the price per hour
- Each price includes an overhead share worked out from your monthly costs and billable hours
- Break-even: sales needed each month to cover business costs and your pay, per week, hours of work, sales needed, and a +/-10% and 20% price table
- Cash Runway: 12 months of expected sales, costs, your pay and unpaid startup costs, with cash at each month end, months of runway and a chart
- Launch Checklist: 52 general steps in 6 groups (plan, register, money, tools, marketing, first customers) with a status dropdown, target date and % done; 8 empty rows for your own
- Formulas locked with sheet protection that has no password; light yellow cells are for typing
- Buyer file is clean (no sample amounts); cost categories are pre-filled and can be renamed
- Includes READ-ME-FIRST and Google Sheets setup PDFs
- A planning tool for your own numbers, not legal, tax or financial advice

HOW IT WORKS

1. Download the files from your Etsy purchases page.
2. Open the .xlsx in Excel, or import it into Google Sheets (the setup guide shows how).
3. Read START HERE, then type your own numbers. The formulas work out the totals for you.

GOOD TO KNOW

- This is a digital download. Nothing is shipped.
- Spreadsheets work in Microsoft Excel (2010 or newer) and in Google Sheets (free).
- A tool to organise your own numbers, not tax, legal or financial advice.
- For your own personal or business use. Please do not resell or share the files.
- Questions before or after you buy? Message me. I usually reply within 2 hours.

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