Small Business All In One Service Business Planner

Small Business CRM Spreadsheet, Service Planner, Business Planner, Business Spreadsheet, Financial planner, Budget Template for Business

🚀 This all-in-one Small Business CRM Dashboard and Bookkeeping Tracker solution is designed to help you seamlessly manage every aspect of your service business. Keep track of client details, monitor communications, and streamline invoicing—all in one place. Easily organize tasks, set priorities, and stay on top of deadlines with an intuitive task tracker. Gain full control over your finances with automated income and expense tracking, budget planning, and reconciliation tools. Whether you’re managing payments, tracking business growth, or optimizing financial planning, this template simplifies the process, so you can focus on what truly matters—growing your business! 

| RECEIVE YOUR BENEFITS |
• INSTRUCTIONS - Detailed guide, video tutorial and a sample spreadsheet with mockup data
• SETUP TAB - Quick-start tab for configuring your spreadsheet
• OVERVIEW PANEL DAHSBOARD: Get a centralized view of key business metrics, financial summaries, and task updates.
• INCOME AND EXPENSE ENTRY : Log all income transactions with automated tax calculations and category assignments. Record and categorize expenses while keeping track of taxes for better financial planning.
• ACCOUNT RECONCILIATION: Match and verify income and expenses to maintain financial accuracy.
• MONTHLY AND ANNUAL OVERVIEW : Gain insights into your income, expenses, and cash flow trends on a monthly basis. Track financial growth and trends over a 12-month period.
• CLIENT DIRECTORY: Maintain a well-organized database of all client details for seamless management.
• COMMUNICATION TRACKER: Keep a structured record of client interactions for clear and professional communication.
• CALENDAR SCHEDULE : Plan, track, and manage appointments, deadlines, and tasks efficiently.
• PROJECT TASK, ASSIGNMENTS AND INITIATIVES:  Organize and prioritize tasks, ensuring projects stay on schedule.
• INVOICES AND PRINTABLES : Generate, send, and track invoices effortlessly for smooth transactions. Create professional, ready-to-print invoices for clients with ease.
• BALANCE ANALYSIS : Organize financial data by payment method for clearer financial insights.
• ADVANCED BUDGET PLANNER : Set, monitor, and adjust financial goals to maintain a stable budget.

 This product is a digital download, therefore all sales are final. PLEASE ask all questions prior to purchase - I'm always happy to help!

| FEATURES |
• Suitable for all Currencies!
• Automatic calculations - focus on your finances instead of equations.
• Thoughtfully organized content - no more cluttered and unnecessary tabs.
• Optimized for desktop but accessible on mobile devices.
• Can be used for any year.

| HOW IT WORKS |

• A Google account (free) and Excel.
• Upon purchase, you will receive an email containing a link to your digital file, which will direct you to your spreadsheet.
• Alternatively, you can access the file through the 'Purchases and Reviews' section of your Etsy account.
• Begin budgeting with your brand-new template!

| IMPORTANT |
• Due to the digital nature of this product, refunds and cancellations are not accepted. If you encounter any issues, please feel free to message me.
• A tremendous amount of hard work and dedication is invested in designing each item. Thank you for respecting these terms.

Happy Budgeting! Thanks for visiting our store.

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