Small Business Starter Bundle - Small Business Bookkeeping Package + Gantt Chart Project Planner + Task Tracker for Excel & Google Sheets

Master your business finances, projects, and daily workflow with the Small Business Starter Bundle. Designed for entrepreneurs and freelancers, this all-in-one toolkit helps you stay on top of your income, expenses, tasks, and timelines. You’ll get our Small Business Bookkeeping Spreadsheet, Gantt Chart Project Planner, and Task Tracker - all fully compatible with Google Sheets and Microsoft Excel.

What’s Included:

Small Business Bookkeeping Package

Gain valuable insights with our intuitive visual dashboards, offering clear financial overviews for periods ranging from monthly to 5 years. Explore financial details with our Category Dashboard, and compare income against expenses with options to view total, net, or taxed amounts. Our Account Balance Dashboard allows for easy management of up to 20 different accounts. 

• Excel file and PDF file with link to Google Sheets format
• YouTube tutorial and easy to follow step-by-step instructions
• Income and Expense Tracker
• Monthly, Quarterly, Annual, and Flexible Date Dashboards with Tax Summary
• 5-Year Overview Dashboard
• Comparison Dashboard - Compare Up to 3 Date Ranges
• Category Dashboard
• Account Balance Dashboard

Gantt Chart Project Planner

Manage up to 150 tasks across 10 project phases with customizable priorities, statuses, and colors. Handle delays and timelines effortlessly with auto-updating statuses and dynamic task shifting.

• Excel file and PDF with Google Sheets link
• Full video tutorial and step-by-step instructions
• 1 Tab Solution with Instructions Tab

Task Tracker

Track and prioritize up to 60 tasks with ease. Organize by six category types and let the built-in Eisenhower Decision Matrix auto-assign task priority for better productivity.

• Excel file and PDF with Google Sheets link
• Dashboard overview of your progress
• 1 Tab Solution with Instructions Tab

Each tool is beginner-friendly, easy to follow, and comes with built-in tutorials and responsive support - ideal for small business owners who want to stay organized, simplify their finances, and run their operations more efficiently.