Small Business Tools: Financial Models, Trackers, and More

 I designed this template bundle to fit the average mom and pop shop / small business. These were handpicked based on what is most generally useful to the widest audience of this sector. You will find helpful financial models, tools, and templates built in Excel and Google Sheets that are usable to the average person.


$179.00 USD

All the templates talked about in this video will be immediately available to download after purchase and the PowerPoint with links / descriptions of each will also be included in that. You need MS Excel to use these. You save $621 by buying in bulk.

Tools that are included (Everything is built in MS Excel or Google Sheets):

  • 4 financial models (3 are for general brick and mortar shops and 1 for eCommerce)
    • These include planning out an SBA loan for financing if applicable.
  • Inventory tracking of actuals, forecasting for cash requirement planning, and reordering tracker
  • Tracking receivables and payables (with aging reports)
  • Profit and loss tracker of actuals
  • Time sheets template
  • Employee scheduling tool
  • Budget vs. actual 12 month and 3-year planner
  • Survival cash planning
  • To-do list or task list tracker
  • General 3-statement model
  • Loan repayment optimizer
  • EBITDA valuation template
  • Retirement planner
The purpose of these small business tools is to try and make the life easier for owners and managers. Sometimes the tasks that these things are made to handle end up getting done in someone's head and estimates are made that can sometimes cause major inventory, cash flow and/or supply issues. Some small businesses may even use pen and paper to track the above things and that can get lost or become difficult to make sense of over time.

Note, none of the sheets need any of the other sheets to work. They are all able to be used independently. You may use one to inform another, but they are not directly linked.