Small business guides
Guides to running small-business paperwork in a spreadsheet, and to knowing when it stops being enough. Rules differ by country; we say where to check.
Guides
Track inventory in Excel: a stock sheet for a small shop
Track stock in and out in Excel, work out stock on hand with SUMIFS, set reorder levels and value your stock, and know when to outgrow a spreadsheet.
6 min readInvoice and quote workflow for freelancers in Excel
From quote to invoice to receipt in a spreadsheet: what an invoice shows, how due dates and overdue status work, a worked example and where to check rules.
6 min readMonthly profit and loss in Excel for a small business
How to log income and expenses, work out monthly profit and margin, tell profit from cash and keep tax money aside, with a worked example.
6 min readSocial media content calendar for 2027: plan a year of posts
Plan a year of social posts with content pillars, a day-by-day sheet and status colours, with 2027 date traps and the rules on disclosure.
6 min readPublic holidays 2027 for teams across countries
Plan work across countries with a holiday list: weekends differ, lunar dates shift, regional holidays exist. A March 2027 example for five countries.
6 min readInvoice, quote and receipt templates with automatic totals, a client list and an invoice register that shows what is paid, unpaid or overdue
The Invoice & Quote Pack has invoice, quote and receipt sheets, a client list and a register of up to 200 invoices that shows Paid, Unpaid or Overdue. Excel file, €14 once; it also works in Google Sheets and LibreOffice.