SmartHelping / Small Business Tools / Excel & Google Sheets
Small Business Tools Bundle
Financial models, trackers, and planning spreadsheets for running a small business. Forecast growth, organize cash flow, track inventory, manage employee schedules, and follow up on sales leads.
Get the collection
Small Business Tools
Independent spreadsheets for planning and day-to-day tracking, plus a PowerPoint guide with links and descriptions.
Immediate download after purchase. By purchasing, you agree to the Terms of Service.
Use Microsoft Excel for the Excel files and a Google account for the Google Sheets tools.
Bundle walkthrough
See the tools and how they can help.
Explore the collection in the original Small Business Playbook walkthrough. The purchase also includes the PowerPoint guide with links and descriptions of the tools.
Included / Financial forecasting
Plan a store, an online business, or a growth strategy.
The four retail and eCommerce models also support planning for the feasibility of an SBA-financed business.
eCommerce Financial Model
Build a financial plan for a general eCommerce business.
View template detailsStorefront Retail — Up to 25 Locations
Explore a forecast for growing a retail business across multiple locations.
View template detailsFranchise Expansion — Up to 12 Franchises
Plan the financial requirements of opening and scaling franchise locations.
View template detailsSingle Retail Location Financial Model
Build a detailed financial forecast for one retail location.
View template detailsGeneral Three-Statement Model
Explore a general business forecast connecting the income statement, balance sheet, and cash-flow statement.
View template detailsIncluded / Cash flow, budgeting & valuation
Track cash needs, actual results, and business value.
Accounts Receivable & Payable
Track amounts receivable and payable with aging reports.
View template detailsProfit & Loss Tracking
Organize actual financial results for ongoing reporting.
View template detailsBudget vs. Actual Planner
Compare budgets with actual results using 12-month and three-year planning views.
View template detailsSurvival Cash Planning
Explore the Google Sheets tool for planning cash needs.
Open the cash-planning sheetLoan Repayment Optimizer
Explore repayment planning and the effect of different debt-payback choices.
View template detailsEBITDA Valuation Template
Evaluate business value using an EBITDA-multiple approach.
View template detailsIncluded / Inventory tools
Organize inventory and replenishment planning.
Included / People & daily operations
Keep employee time, schedules, and tasks organized.
Included / Sales pipeline tools
Choose your format for tracking leads.
Both lead-tracking versions are included. Explore the broader sales and customer pipeline tools for more detail.
Included / Personal financial planning
Include the owner’s financial picture.
How the collection works
Use the tools independently, starting where you need them most.
Start with the included guide
Use the PowerPoint’s links and descriptions to choose the relevant template.
Open the appropriate file
Use Microsoft Excel for Excel files. Open the Google Sheets tools with your Google account and create your own editable copies where required.
Enter your business data
Replace sample inputs with your own assumptions or actual activity, following the instructions for that template.
Use each result in your planning
Every spreadsheet works independently. You can use the output from one to inform another, but the files are not automatically linked.
Who this bundle is for
Practical tools for small-business owners and managers.
Planning a business or expansion
Use the financial models to organize the assumptions behind a new store, online operation, franchise, or growth plan.
Managing an existing business
Use the trackers to maintain a clearer record of cash flow, inventory, employee time, budgets, and sales activity.
Questions before you start
A few useful details.
What is included in the purchase?
The financial models and trackers listed above, plus the PowerPoint guide containing links and descriptions. The collection covers forecasting, inventory, cash planning, receivables and payables, employee management, lead tracking, valuation, and owner planning.
Are the spreadsheets connected to one another?
No. Each spreadsheet works independently. You can use one tool’s results to inform another, but the files do not automatically exchange data.
Which software do I need?
Microsoft Excel is needed for the Excel files. A Google account is needed for the Google Sheets tools. File formats vary by template; not every tool is supplied in both formats.
Are both lead-tracking versions included?
Yes. The collection lists both the Excel and Google Sheets versions of the lead-tracking tool.
Can these models help with SBA feasibility planning?
The retail and eCommerce models can help you evaluate financial feasibility when considering SBA financing. They are planning tools and do not determine lender approval.
How do I receive the bundle?
The bundle is available for immediate download after the $179 one-time purchase. Follow the included access instructions for the Google Sheets tools.
Do I need to use every spreadsheet?
No. Start with whichever template fits your immediate need and use the other tools as needed.
Is the Financial Statement Generator included?
The Financial Statement Generator is a separate related product. It is not part of this bundle’s listed contents; use its product link to review the details.
Plan and manage your small business
Put the numbers and day-to-day details in order.
Small Business Tools Bundle — $179, one-time purchase.
