HomeTemplatesFinance Toolkit Bundle

Best value · 5-in-1 bundle

Run your whole business from one folder — for the price of a coffee.

Five done-for-you Excel templates (they work in Google Sheets too). Open, replace the sample numbers, and you're running. No setup, no formulas, no subscription.

$10 $19 save 47%

Invoice Generator Pro on its own is $18 — the full 5-template bundle is just $10. Yes, the bundle costs less than one template. That's the point.

7-day money-back guarantee · instant download · Excel + Google Sheets.

Freelancer & Small Business Finance Toolkit — 5 Excel and Google Sheets templates
What's inside

Five tools, one folder

Each is a premium, done-for-you template with its own dashboard, charts and alerts.

01

Invoice Generator Pro

Build clean invoices in ~30 seconds with auto totals, tax and discounts — plus a tracker for who's paid and who's overdue.

02

12-Month Cash Flow Forecast

See your running cash balance month by month and spot a cash crunch before it hits.

03

Business Budget & Expense Tracker

Set a budget per category, log expenses from dropdowns, and get instant red alerts when you overspend.

04

Profit & Loss Statement

A clean monthly P&L with automatic gross profit, operating income, net profit and margins.

05

Client & Project Tracker

Every client, project, deadline and unpaid balance on one screen, with overdue projects flagged automatically.

+

Quick-start guide

A one-page guide so you're up and running in five minutes. Delivered as a single .zip — instant download.

Why this bundle

The convenience you actually pay for

Done-for-you & instant — pre-built dashboards, KPI cards, charts and colour-coded alerts. Looks designed, not generated.
Error-proof — dropdown menus and locked formulas you can't accidentally break.
Insight, not just storage — aging, margins, cash runway, over-budget and overdue alerts, all calculated for you.
One price, yours forever — replaces $10–20/month finance apps. No subscription, no login.
Works everywhere you do — Microsoft Excel and Google Sheets, on any device.

Who it's for: freelancers, side-hustlers and small business owners who want to look professional and stay on top of their money without paying for five different apps.

Questions

Good to know before you buy

Do I need Excel?

No. The templates are built in Excel (.xlsx) but work in Google Sheets too — just upload the file to your Drive. Both are supported.

Is this a subscription?

No. It's a one-time purchase. You download the files and they're yours forever, including free updates within the version.

What if something doesn't work?

Email me within 7 days and I'll fix it or refund you — keep the files. It's a digital product but I stand behind every one.