





Solopreneur Business Bundle, Planner, CRM, Cash Flow Forecast, Tax Tracker, Small Business Bundle, Freelancer Toolkit, Excel Google Sheets
$17.49 USD
Buy on EtsyInstant digital download for Microsoft Excel and Google Sheets. Checkout and delivery are handled securely by Etsy.
Solopreneur Business Bundle for Microsoft Excel and Google Sheets, instant digital download. A complete operating system for a one-person business: clients, projects, cash flow and taxes, all in one bundle. Perfect for freelancers, coaches and consultants.
• Cash Flow Forecast and KPI Dashboard
• Client CRM and Lead Tracker
• Project & Task Manager
• Self-Employed Tax Tracker
• Solopreneur Business OS
✨ EVERY TEMPLATE IN THIS BUNDLE NOW COMES IN 2 VERSIONS: a SAMPLE version (filled in so you can see exactly how it works) and a BLANK version (cleared and ready for your own info).
★ WHAT'S INCLUDED (5 TEMPLATES) ★
• Solopreneur Business Planner: revenue, expenses, content calendar and goals in one hub
• Client CRM & Lead Tracker: sales pipeline with follow-up reminders
• Project Manager & Gantt Chart: tasks, deadlines and workload
• Cash Flow Forecast & KPI Dashboard: 12-month forecast vs actuals and runway
• Self-Employed Tax Tracker: quarterly estimated taxes, 1099 income and Schedule C expenses
Bought separately: $64.95. Bundle price: $34.99, so you save 46%.
★ PERFECT FOR ★
✓ Freelancers, coaches and consultants
✓ Online business owners and service providers
✓ Etsy and e-commerce sellers
✓ Anyone going self-employed
★ COMPATIBILITY ★
• Microsoft Excel (desktop, Mac, web)
• Google Sheets (upload to Google Drive and open with Google Sheets)
• 1 ZIP download with an Excel folder + a Google Sheets folder, plus a Start Here guide
• Not designed for Apple Numbers
Works in any currency ($, £, €, C$, A$ and more): just change the currency symbol.
★ PLEASE NOTE ★
• This is a digital download. Nothing will be shipped.
• You'll need to unzip the file (double-click on Mac or Windows) before opening the templates.
• Because it's a digital file, returns aren't accepted, but if you have any trouble with the files, message me and I'll fix it or help you right away.
Free Monthly Budget Starter Kit
5 printable pages: a monthly budget sheet, a 12-month bill checklist and 3 savings-goal trackers. Free when you join the email list.
Get the free kit