Run, Track & Grow Your Service Business
Most service business owners lose hours every week jumping between notebooks, free templates, and paid SaaS tools. This bundle gives you Bookkeeping, a Service Business Tracker with payroll and timesheets, a Smart Bill Calendar, and a full Client Tracker in one download — Excel and Google Sheets, both included.
- 4 Spreadsheets, 38 tabs, in one file
- Excel and Google Sheets, both included
- Auto-fill tabs and automated dashboards
- Multi-year and reusable, no subscription
Instant download • Works with Excel & Google Sheets • One-time payment
Works wherever you run your business
4 Spreadsheets. 38 Tabs. One Download.
Everything you need to run your service business: designed, automated, and ready to use today.
What a Real Service Business Dashboard Looks Like
Auto-fill tabs, automated dashboards, and beginner-friendly setup. Bookkeeping, clients, bills, and your team — all in one connected file.
Auto-Fill Tabs and Automated Dashboards
Type your numbers in once. Monthly, quarterly, annual, 5-year, and custom dashboards update themselves. No formulas to write.
Excel and Google Sheets, Both Included
One purchase, two formats. Edit in your browser on Mac or PC, or on the go from your phone or tablet.
No Excel Skills Required
Designed for service business owners, not accountants. Step-by-step YouTube tutorial with timestamps walks you through every tab.
Multi-Year and Reusable Forever
Use the same file across 2024, 2025, 2026 and beyond. Pay once, never get pushed onto a subscription.
Everything Your Service Business Needs, in One File
Bookkeeping, Service Business Tracker, Payroll & Timesheets, Bill Calendar, and a full Client Tracker. Stop juggling separate tools.
Track Every Client, Lead, and Project
Client database, lead management, communication log, task tracker, and a Gantt chart. Know every client, every project, every invoice.
4 Spreadsheets. Everything Listed.
Small Business Bookkeeping (13 Tabs)
Income, expenses, bank account, tax tracker, balance sheet, and dashboards from monthly all the way to a 5-year and custom snapshot. Automated charts that update themselves.
Service Based Business Tracker (11 Tabs)
Order overview, customer tracker, inventory, weekly/bi-weekly/monthly timesheets, payroll dashboard, employee schedule, and an automated invoice. Built to run a service business with a team.
Smart Bill Calendar (4 Tabs)
Bills, debts, subscriptions, and income on a color-coded monthly calendar. Recurring transactions and a Smart Balance view of your available funds after fixed bills are paid.
Client Tracker (10 Tabs)
An all-in-one dashboard, client database, lead management, communication log, task tracker, project/service details, Gantt chart, and invoice tracker. Never lose track of a client again.
Also Included
Everything in the Service Business Bundle
Every spreadsheet works in Excel and Google Sheets. Type your numbers in once, watch the dashboards build themselves.
Small Business Bookkeeping (13 Tabs)
The financial brain of your service business. Log your income and expenses once and watch monthly, quarterly, annual, 5-year, and custom dashboards build themselves. Bank account, tax tracker, and balance sheet included.
Yearly and 5-Year Financial Dashboards
See your business across one year or five with two clicks. Stop guessing whether this year is better than last. The cumulative business snapshot tells you exactly which income sources and expenses shaped your growth.
Custom Dashboard and Tax Tracker
Stay in control from setup to tax season. Build a custom dashboard for any date range, sort and compare your numbers from any angle, and let the sales tax calculator do the math for you automatically.
Mileage Tracker
Switch between miles and kilometers, log up to 5 years of trips, and let the tracker calculate your total deductible automatically. Includes an Expenses Filter with 10+ search categories.
Service Based Business Tracker (11 Tabs)
Built for service businesses with a team. Track every order and customer, run weekly, bi-weekly, and monthly timesheets, manage payroll and employee schedules, and turn an order into a branded invoice in one click.
Smart Bill Calendar (4 Tabs)
Every bill, debt, subscription, and income source on one color-coded monthly calendar. See your month at a glance and stop missing due dates. Compatible with any fiscal year.
Recurring Transactions — Set Once, Never Miss
Log a bill once, choose a frequency (weekly, monthly, quarterly, yearly, and more), and the tracker handles the rest. Up to 50 recurring entries per category — bills, subscriptions, debts, and income.
Smart Balance — See Your Available Funds
Know exactly how much money is left after every fixed bill is paid. The weekly summary tells you what's still due, what's paid, and what's truly free to spend or reinvest in your business.
Client Database and Lead Management
The heart of the Client Tracker. Manage every client in one connected database, capture and follow up on leads, and segment your clients by industry, revenue, and status — so nothing slips through the cracks.
Task Tracker, Projects and Gantt Chart
Track every client-related task and project from one dashboard. Categorize by client, company, status, due date, and priority, log every conversation, and visualize timelines on a built-in Gantt chart.
Invoice Tracker
Simplify invoicing and manage your business finances. Track every invoice, see payment status at a glance, get automatic due-date alerts, and keep your client payment relationships healthy.
Watch the Tutorial. Set It Up Tonight.
A full step-by-step YouTube walkthrough with timestamps and voiceover. Detailed how-to, with timestamps, full voiceover. Set it up tonight and start using it tomorrow.
What Service Business Owners Are Saying
More than 100,000 happy customers — real reviews from real business owners
A Full Client Tracker, Built Into the Bundle
If you run a client-based business — coaching, freelance, consulting, agency — the Client Tracker (10 tabs) is built for you. An all-in-one dashboard, client database, lead management, communication log, task tracker, project details, and a Gantt chart, all connected to your bookkeeping and bills.
4 Spreadsheets, One Download, Yours Forever
Excel and Google Sheets, both included. Open it on your laptop, phone, or tablet. Type your numbers and the dashboards do the rest.
SET UP TONIGHT
Every spreadsheet is built, formatted, and pre-formulated. Type in your numbers, follow the YouTube tutorial, and you're done in under an hour.
ONE PRICE, ALL YEARS
Pay once and reuse the file across 2024, 2025, 2026 and beyond. Multi-year built in. No per-month fees, no subscriptions.
NO EXCEL SKILLS NEEDED
Beginner friendly. Designed for service business owners, not accountants. If you can type into a cell, you can run your business with this bundle.
How It Works
Get started in minutes with instant digital access
Purchase
Complete your secure checkout
Download
Excel file + Google Sheets link by email
Watch the Tutorial
Step-by-step YouTube walkthrough
Run Your Business
Type in your numbers, dashboards do the rest
4 Spreadsheets, 38 Tabs. $9, One-Time.
Everything on this page is included in a single download: Bookkeeping, Service Business Tracker, Smart Bill Calendar, Client Tracker, plus the YouTube tutorial. No subscriptions. No upsells.
- Small Business Bookkeeping (13 Tabs, Multi-Year)
- Service Based Business Tracker + Payroll (11 Tabs)
- Smart Bill Calendar with Recurring Transactions (4 Tabs)
- Client Tracker with Leads, Tasks & Gantt (10 Tabs)
- Mileage Tracker, Automated Invoice, Smart Balance
- Setup PDF + Comprehensive YouTube Tutorial
Instant digital download • Works with Excel & Google Sheets • One-time payment
This is a digital product with immediate access after purchase. No refunds on digital downloads.
Why 100,000+ Service Business Owners Choose Us
Four powerful tools to simplify, organize, and grow your business — Bookkeeping, Business Tracker, Bill Calendar, and Client Tracker, side by side.
Frequently Asked Questions
Everything you need to know before you buy