Professional Business & Financial Plan – Digital Template (Accounting & Tax Focused)
What’s Included
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Executive Summary & Business Overview
Business structure, ownership, and company details. -
Goals, Mission & Vision Planning
SMART goals aligned with financial and tax strategy. -
Products, Services & Pricing Strategy
Revenue streams, cost analysis, and pricing models. -
Market & Competitive Analysis
SWOT analysis, positioning, and competitor comparisons. -
Marketing & Operations Planning
Marketing budgets, staffing, workflows, and vendor planning. -
Financial Projections & Forecasting
Revenue, profit & loss, cash flow, balance sheet, and break-even analysis. -
Funding, Growth & Supporting Documents
Capital planning, future growth strategy, and appendices for key records.
QuickBooks Online Beginner’s Guide – Digital Training Workbook
This QuickBooks Online Beginner’s Guide is a step-by-step digital training workbook designed specifically for new business owners who want to confidently manage their finances in QuickBooks Online. Created by a QuickBooks-certified accounting firm, this guide breaks down the most important QuickBooks functions into clear, easy-to-follow steps, without overwhelming technical language. Ideal for clients who want to stay organized, reduce bookkeeping errors, and support accurate tax reporting, this guide helps users properly set up QuickBooks, track income and expenses, and understand their financial reports so their books are cleaner, more consistent, and easier to manage year-round
$37.00
What’s Included
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10-Step QuickBooks Online Setup Guide
Company setup, chart of accounts, products & services, and bank connections. -
Invoicing & Bill Management Training
How to create invoices, record payments, enter bills, and pay vendors correctly. -
Bank Feed & Reconciliation Guidance
Transaction categorization, monthly reconciliations, and troubleshooting tips. -
Financial Report Review Basics
Understanding Profit & Loss, Balance Sheet, and Cash Flow reports. -
Bonus Tools & Resources
Bookkeeping checklists, keyboard shortcuts, and sample charts of accounts for multiple business types.
Small Business Bookkeeping Tracker – Google Sheets
Small Business Bookkeeping Tracker – Google SheetsThis Small Business Bookkeeping Tracker in Google Sheets is a simple, organized financial tracking tool designed for small business owners who want an easy way to monitor income, expenses, and profit without complicated accounting software. Perfect for DIY bookkeeping clients, startups, and service-based businesses, this tracker helps keep financial information clean, consistent, and ready for tax time.
What’s Included
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Income Tracking Sheet
Track sales and business income by date, category, and month. -
Expense Tracking Sheet
Log expenses with clear categories to support accurate tax reporting. -
Profit Summary & Visual Charts
Automatically generated summaries and charts showing monthly performance. -
Year-to-Date Financial Overview
Quick snapshot of income, expenses, and profit at a glance. -
Google Sheets Access
Fully editable, cloud-based tracker accessible from desktop, tablet, or mobile.
Easy Bookkeeping Tracker- Google Sheets
Tired of complicated and expensive accounting software? The Easy Bookkeeping Tracker is a simple, no-stress Google Sheets tool designed for small business owners who don’t have a high volume of transactions but still want to stay organized and tax-ready.This easy-to-use tracker helps you keep all your business finances in one place so you can confidently track income and expenses, stay on top of your numbers, and avoid the year-end scramble. Designed with bookkeeping best practices in mind, it’s perfect for business owners who want a straightforward solution without unnecessary features or complexity.
$27.00
What’s Included
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Simple Income & Expense Tracker
Track your business income and expenses in one clean, organized spreadsheet. -
Monthly Bookkeeping Checklist
Easy monthly guidance to help you stay consistent and prepared for tax time. -
Tax-Ready Organization
Clear categories to support accurate reporting and easier collaboration with your tax professional. -
Google Sheets Access
Fully editable and accessible from anywhere, desktop, tablet, or mobile.
This professionally designed Business & Financial Plan digital template is a comprehensive, editable planning tool created specifically business owners who want a clear financial and operational roadmap for their business. Whether you are starting a new business, restructuring, applying for financing, or preparing for long-term tax and financial planning, this template helps organize critical business and
financial information in one cohesive document.
Designed with financial clarity and compliance in mind, this white-label template guides business owners through documenting their operations, pricing, market position, and detailed financial projections, making it an ideal companion for strategic planning, lender readiness, and ongoing tax and bookkeeping support