{"title":"Finance \u0026 Accounting Templates","description":"\u003cp\u003eProfessional Excel templates designed to help small businesses manage budgets, cash flow, expenses, invoicing, payments, profit tracking, and monthly KPI reporting.\u003c\/p\u003e","products":[{"product_id":"small-business-expense-profit-tracker-excel-income-expense-profit-dashboard","title":"Small Business Expense \u0026 Profit Tracker | Excel Income, Expense \u0026 Profit Dashboard","description":"\u003cp\u003eTake control of your small-business finances without complicated accounting software.\u003c\/p\u003e\n\u003cp\u003eThis Excel workbook gives you one place to track income, expenses, deductible purchases, monthly profit, and overall business performance.\u003c\/p\u003e\n\u003cp\u003eIncluded:\u003c\/p\u003e\n\u003cp\u003e• Expense and income transaction log\u003c\/p\u003e\n\u003cp\u003e• Automatic profit calculations\u003c\/p\u003e\n\u003cp\u003e• Monthly income and expense summaries\u003c\/p\u003e\n\u003cp\u003e• Profit-margin tracking\u003c\/p\u003e\n\u003cp\u003e• Tax-deductible expense tracking\u003c\/p\u003e\n\u003cp\u003e• Business dashboard with charts and key totals\u003c\/p\u003e\n\u003cp\u003e• Customizable categories and payment methods\u003c\/p\u003e\n\u003cp\u003e• Space for up to 500 transactions\u003c\/p\u003e\n\u003cp\u003e• Quick-start instructions\u003c\/p\u003e","brand":"Krofft Digital Works","offers":[{"title":"Default Title","offer_id":57523705512102,"sku":null,"price":9.99,"currency_code":"USD","in_stock":true}],"thumbnail_url":"\/\/cdn.shopify.com\/s\/files\/1\/0784\/9987\/2934\/files\/rn-image_picker_lib_temp_59f21584-4605-4f5d-9476-02d67262d94d.png?v=1790215632"},{"product_id":"small-business-cash-flow-forecast-tax-set-aside-planner-pro","title":"Small Business Cash Flow Forecast \u0026 Tax Set-Aside Planner PRO | Excel 12-Month Finance Workbook","description":"\u003cp\u003ePlan ahead before a cash shortage catches you off guard.\u003c\/p\u003e\n\u003cp\u003e \u003c\/p\u003e\n\u003cp\u003eThe Small Business Cash Flow Forecast \u0026amp; Tax Planner PRO is an advanced Excel workbook designed to help small-business owners forecast cash, plan for taxes, monitor upcoming expenses, and understand whether the business is actually generating enough available cash month to month.\u003c\/p\u003e\n\u003cp\u003e \u003c\/p\u003e\n\u003cp\u003eInstead of looking only at profit, this workbook focuses on cash timing—when money is expected to come in, when bills are due, how much should be reserved for taxes, and whether your current cash position is strong enough to cover upcoming obligations.\u003c\/p\u003e\n\u003cp\u003e \u003c\/p\u003e\n\u003cp\u003eWhat’s included:\u003c\/p\u003e\n\u003cp\u003e \u003c\/p\u003e\n\u003cp\u003e• 12-month cash-flow forecast\u003c\/p\u003e\n\u003cp\u003e• Beginning and ending cash balances\u003c\/p\u003e\n\u003cp\u003e• Expected income and customer-payment planning\u003c\/p\u003e\n\u003cp\u003e• Fixed and recurring expense tracking\u003c\/p\u003e\n\u003cp\u003e• Variable-expense forecasting\u003c\/p\u003e\n\u003cp\u003e• Large-purchase planning\u003c\/p\u003e\n\u003cp\u003e• Owner draw tracking\u003c\/p\u003e\n\u003cp\u003e• Debt-payment planning\u003c\/p\u003e\n\u003cp\u003e• Custom tax set-aside percentage\u003c\/p\u003e\n\u003cp\u003e• Estimated tax reserve tracking\u003c\/p\u003e\n\u003cp\u003e• Emergency cash reserve target\u003c\/p\u003e\n\u003cp\u003e• Minimum cash-cushion planning\u003c\/p\u003e\n\u003cp\u003e• Best-case, expected, and worst-case scenarios\u003c\/p\u003e\n\u003cp\u003e• Cash-shortfall warnings\u003c\/p\u003e\n\u003cp\u003e• Business runway calculations\u003c\/p\u003e\n\u003cp\u003e• Break-even and cash-position indicators\u003c\/p\u003e\n\u003cp\u003e• Actual vs. forecast comparisons\u003c\/p\u003e\n\u003cp\u003e• Monthly and annual financial summaries\u003c\/p\u003e\n\u003cp\u003e• Executive dashboard with key cash-flow metrics\u003c\/p\u003e\n\u003cp\u003e \u003c\/p\u003e\n\u003cp\u003eDesigned for freelancers, contractors, consultants, service businesses, side hustles, sole proprietors, and other small businesses that need a clearer picture of future cash needs.\u003c\/p\u003e\n\u003cp\u003e \u003c\/p\u003e\n\u003cp\u003eFile format: Microsoft Excel (.XLSX)\u003c\/p\u003e\n\u003cp\u003eDelivery: Instant digital download\u003c\/p\u003e\n\u003cp\u003ePhysical product: None\u003c\/p\u003e\n\u003cp\u003e \u003c\/p\u003e\n\u003cp\u003eThe workbook is editable so you can customize income assumptions, expense categories, tax percentages, reserve targets, and planning scenarios for your own business.\u003c\/p\u003e\n\u003cp\u003e \u003c\/p\u003e\n\u003cp\u003eImportant: This workbook is a business planning and recordkeeping tool and is not a substitute for professional accounting, tax, legal, or financial advice.\u003c\/p\u003e","brand":"Krofft Digital Works","offers":[{"title":"Default Title","offer_id":57519902949542,"sku":null,"price":21.99,"currency_code":"USD","in_stock":true}],"thumbnail_url":"\/\/cdn.shopify.com\/s\/files\/1\/0784\/9987\/2934\/files\/rn-image_picker_lib_temp_51e26ac4-2dfc-40ab-afe0-92b1e7c02ac7.png?v=1790608050"},{"product_id":"small-business-invoice-estimate-payment-tracker-pro","title":"Small Business Invoice, Estimate \u0026 Payment Tracker PRO","description":"\u003cp\u003eStay organized from estimate to final payment.\u003c\/p\u003e\n\u003cp\u003e \u003c\/p\u003e\n\u003cp\u003eThe Small Business Invoice, Estimate \u0026amp; Payment Tracker PRO is an advanced Excel workbook designed to help small-business owners create estimates, manage invoices, track customer payments, monitor overdue balances, and stay on top of accounts receivable.\u003c\/p\u003e\n\u003cp\u003e \u003c\/p\u003e\n\u003cp\u003eInstead of using separate spreadsheets for quotes, invoices, and payments, this workbook brings the full process together in one organized system.\u003c\/p\u003e\n\u003cp\u003e \u003c\/p\u003e\n\u003cp\u003eWhat’s included:\u003c\/p\u003e\n\u003cp\u003e \u003c\/p\u003e\n\u003cp\u003e• Customer directory\u003c\/p\u003e\n\u003cp\u003e• Estimate builder with line items\u003c\/p\u003e\n\u003cp\u003e• Discounts, tax, deposits, and remaining balance calculations\u003c\/p\u003e\n\u003cp\u003e• Estimate pipeline tracking\u003c\/p\u003e\n\u003cp\u003e• Estimate status tracking\u003c\/p\u003e\n\u003cp\u003e• Probability-weighted estimate value\u003c\/p\u003e\n\u003cp\u003e• Invoice builder\u003c\/p\u003e\n\u003cp\u003e• Payment terms and due-date tracking\u003c\/p\u003e\n\u003cp\u003e• Late-fee calculations\u003c\/p\u003e\n\u003cp\u003e• Invoice total and balance-due calculations\u003c\/p\u003e\n\u003cp\u003e• Payment and credit tracking\u003c\/p\u003e\n\u003cp\u003e• 300-invoice receivables log\u003c\/p\u003e\n\u003cp\u003e• 500-payment transaction log\u003c\/p\u003e\n\u003cp\u003e• Automatic payment totals by invoice\u003c\/p\u003e\n\u003cp\u003e• Outstanding balance tracking\u003c\/p\u003e\n\u003cp\u003e• Accounts receivable aging\u003c\/p\u003e\n\u003cp\u003e• Current, 1–30, 31–60, 61–90, and 90+ day aging categories\u003c\/p\u003e\n\u003cp\u003e• Overdue invoice visibility\u003c\/p\u003e\n\u003cp\u003e• Collection-rate tracking\u003c\/p\u003e\n\u003cp\u003e• Estimate acceptance metrics\u003c\/p\u003e\n\u003cp\u003e• Average invoice value\u003c\/p\u003e\n\u003cp\u003e• Monthly invoiced-vs-collected reporting\u003c\/p\u003e\n\u003cp\u003e• Executive dashboard\u003c\/p\u003e\n\u003cp\u003e• Monthly collections chart\u003c\/p\u003e\n\u003cp\u003e• Editable business information\u003c\/p\u003e\n\u003cp\u003e• Customizable tax rates\u003c\/p\u003e\n\u003cp\u003e• Customizable payment terms\u003c\/p\u003e\n\u003cp\u003e• Customizable deposit percentages\u003c\/p\u003e\n\u003cp\u003e• Customizable late-fee settings\u003c\/p\u003e\n\u003cp\u003e \u003c\/p\u003e\n\u003cp\u003eDesigned for contractors, freelancers, consultants, service businesses, trades, repair companies, cleaning businesses, landscaping companies, and other small businesses that send estimates and invoices to customers.\u003c\/p\u003e\n\u003cp\u003e \u003c\/p\u003e\n\u003cp\u003eFile format: Microsoft Excel (.XLSX)\u003c\/p\u003e\n\u003cp\u003eDelivery: Instant digital download\u003c\/p\u003e\n\u003cp\u003ePhysical product: None\u003c\/p\u003e\n\u003cp\u003e \u003c\/p\u003e\n\u003cp\u003eThe workbook is fully editable so you can customize your business details, customer records, invoice settings, payment terms, taxes, deposits, and collection workflow.\u003c\/p\u003e\n\u003cp\u003e \u003c\/p\u003e\n\u003cp\u003eImportant: This workbook is a business planning and recordkeeping tool. It is not a substitute for professional accounting, tax, legal, or financial advice.\u003c\/p\u003e","brand":"Krofft Digital Works","offers":[{"title":"Default Title","offer_id":57520054993062,"sku":null,"price":21.99,"currency_code":"USD","in_stock":true}],"thumbnail_url":"\/\/cdn.shopify.com\/s\/files\/1\/0784\/9987\/2934\/files\/rn-image_picker_lib_temp_8e0ea5d9-9c21-4e94-9889-d2c176bbdfc3.png?v=1790606539"},{"product_id":"small-business-budget-vs-actual-monthly-kpi-dashboard-pro","title":"Small Business Budget vs. Actual \u0026 Monthly KPI Dashboard PRO","description":"\u003cp\u003eTake control of your business finances with the Small Business Budget vs. Actual \u0026amp; Monthly KPI Dashboard PRO — a professional Excel template designed to help small business owners track performance, compare planned vs. actual results, and monitor the numbers that matter most.\u003c\/p\u003e\n\u003cp\u003e \u003c\/p\u003e\n\u003cp\u003eThis easy-to-use workbook gives you a clear monthly view of your revenue, expenses, profit, budget variance, sales activity, customers, projects, and other key performance indicators — all in one organized system.\u003c\/p\u003e\n\u003cp\u003e \u003c\/p\u003e\n\u003cp\u003eWhat’s Included\u003c\/p\u003e\n\u003cp\u003e \u003c\/p\u003e\n\u003cp\u003e• Executive Dashboard — Get a quick visual snapshot of your business performance.\u003c\/p\u003e\n\u003cp\u003e \u003c\/p\u003e\n\u003cp\u003e• Monthly Budget vs. Actual Tracker — Compare planned revenue and expenses against your real results.\u003c\/p\u003e\n\u003cp\u003e \u003c\/p\u003e\n\u003cp\u003e• Monthly KPI Tracker — Track important business metrics including leads, sales, customers, conversion rate, average sale, projects, and repeat customers.\u003c\/p\u003e\n\u003cp\u003e \u003c\/p\u003e\n\u003cp\u003e• Built-In Charts \u0026amp; Performance Views — See trends and changes without manually building reports.\u003c\/p\u003e\n\u003cp\u003e \u003c\/p\u003e\n\u003cp\u003e• Start Here \/ Instructions Sheet — Simple guidance to help you begin using the workbook quickly.\u003c\/p\u003e\n\u003cp\u003e \u003c\/p\u003e\n\u003cp\u003ePerfect For\u003c\/p\u003e\n\u003cp\u003e \u003c\/p\u003e\n\u003cp\u003eSmall business owners, freelancers, consultants, contractors, service businesses, online sellers, startups, and anyone who wants a clearer picture of how their business is performing month to month.\u003c\/p\u003e\n\u003cp\u003e \u003c\/p\u003e\n\u003cp\u003eWhy You’ll Love It\u003c\/p\u003e\n\u003cp\u003e \u003c\/p\u003e\n\u003cp\u003eInstead of managing scattered spreadsheets or guessing whether your business is on track, this template gives you one central place to compare your goals with your actual results.\u003c\/p\u003e\n\u003cp\u003e \u003c\/p\u003e\n\u003cp\u003eUse it to:\u003c\/p\u003e\n\u003cp\u003e \u003c\/p\u003e\n\u003cp\u003e• Monitor revenue and expenses\u003c\/p\u003e\n\u003cp\u003e• Track monthly profit\u003c\/p\u003e\n\u003cp\u003e• Identify budget overruns\u003c\/p\u003e\n\u003cp\u003e• Measure sales performance\u003c\/p\u003e\n\u003cp\u003e• Monitor customer growth\u003c\/p\u003e\n\u003cp\u003e• Track conversion rates\u003c\/p\u003e\n\u003cp\u003e• Review average sale value\u003c\/p\u003e\n\u003cp\u003e• Compare monthly trends\u003c\/p\u003e\n\u003cp\u003e• Make more informed business decisions\u003c\/p\u003e\n\u003cp\u003e \u003c\/p\u003e\n\u003cp\u003eFile Format\u003c\/p\u003e\n\u003cp\u003e \u003c\/p\u003e\n\u003cp\u003eMicrosoft Excel (.xlsx)\u003c\/p\u003e\n\u003cp\u003e \u003c\/p\u003e\n\u003cp\u003eThis is a digital download. No physical product will be shipped.\u003c\/p\u003e\n\u003cp\u003e \u003c\/p\u003e\n\u003cp\u003eDesigned by Krofft Digital Works for practical, straightforward small-business management.\u003c\/p\u003e","brand":"Krofft Digital Works","offers":[{"title":"Default Title","offer_id":57530970374310,"sku":null,"price":21.99,"currency_code":"USD","in_stock":true}],"thumbnail_url":"\/\/cdn.shopify.com\/s\/files\/1\/0784\/9987\/2934\/files\/rn-image_picker_lib_temp_c4cb9b57-ba8c-4ac7-8d81-3d2551e5e2e2.png?v=1790602584"}],"thumbnail_url":"\/\/cdn.shopify.com\/s\/files\/1\/0784\/9987\/2934\/collections\/rn-image_picker_lib_temp_20a4619f-348a-4196-b685-7767fe60f909.png?v=1790658302","url":"https:\/\/krofftdigitalworks.com\/collections\/finance-accounting-templates.oembed","provider":"Krofft Digital Works","version":"1.0","type":"link"}