Excel Tools for Service Businesses
Simple business spreadsheets for pricing, leads and cash flow
Keep the important numbers organized without adding another monthly software subscription. Business Tools Studio offers editable Microsoft Excel templates for self-employed professionals, small service providers, cleaners, home-service operators and creative freelancers.
Choose the tool for your most urgent question
- Not sure what to charge? Start with the Pricing & Profit Toolkit ($19).
- Forgetting to follow up on quotes? Try the Client Pipeline Tracker ($15).
- Need to see unpaid invoices and cash needs? Choose the Cash Flow & Invoice Tracker ($19).
- Need all three? Our 3-Tool Operations Bundle includes every workbook for $39 instead of $53 separately.
All products are one-time digital downloads. Files are editable and designed for Microsoft Excel. Sample records are illustrative; the workbooks require manual entries and do not integrate with banks, CRM systems or email services.
Read free step-by-step business guides or learn how digital delivery works.
These are planning aids and do not replace qualified bookkeeping, tax or financial advice.