Browse practical templates and spreadsheet guides for invoices, expenses, inventory, clients, and everyday business work.
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Record income and expenses in a simple profit and loss template, review category totals for each month, and see annual profit in Google Sheets or Excel.
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Use a free client intake form to collect contact details, scope, budget, dates, and the next action before accepting a new request. Includes Excel and Google Sheets versions.
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Use TRIM to remove leading, trailing, and repeated spaces in Excel. Fix nonbreaking spaces and preserve the original data before replacing formulas with values.
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Plan weekly staff shifts in Excel with a free employee schedule template, configurable shift times, unpaid breaks, and planned-hour totals.
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Learn how to make a reusable Excel template with clear inputs, formulas, dropdowns, a clean .xltx master, and separate working files.
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Download a free Excel task tracker and to-do list template for small teams with owners, priorities, status, due dates, deadline flags, progress tracking, and a dashboard.
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Download a free small-business record-keeping spreadsheet to index invoices, receipts, contracts, bank records, file locations, owners, review dates, and missing support.
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Copy a free Google Sheets sales tracker for small business with deal stages, pipeline value, weighted value, close dates, won revenue, and a sales dashboard.
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Use this free Google Sheets roadmap template to plan small-business projects by owner, priority, status, dates, quarter, and milestone with a visual annual roadmap and summary dashboard.
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Copy a free Google Sheets accounting template for small business with one income-and-expense transaction log, monthly totals, categories, and a simple net result.
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Copy a free Google Sheets daily schedule template for small teams with 30-minute time blocks, editable team members, scheduled-hours summaries, priorities, and task status.
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Compare project timeline, WBS, work plan, Kanban, and calendar templates to choose the right project-management spreadsheet for your small business.
View guide →If a general template does not fit your process, explore spreadsheet cleanup and custom admin system services.
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