Business Finance - Worksheet Bundle + Excel Workbook

Biz Worksheet Bundle Image.png
Biz Worksheet Bundle Image.png

Business Finance - Worksheet Bundle + Excel Workbook


These worksheets are designed to help you create a solid financial foundation for your business and to help you manage your business finances effectively.

What you get:

  • Excel Workbook including all worksheets
  • Printable PDF versions of all worksheets

Worksheets included in this bundle (see below for more details):

  • My business goals 
  • My operating expenses 
  • My monthly business budget
  • My breakeven analysis

Immediate delivery. You have 24 hours to download this file after purchase.



The Clever Girl Business Finance Worksheet Bundle + Excel Workbook


Worksheets included in this bundle:

  •  My Business Goals

Like with your personal life, it's very important that you set goals for your business. This worksheet helps you clearly outline your business goals. Keep them visible as a reminder of what you need to get done.

  • My Monthly Operating Expenses

Your operating expenses are the expenses that are incurred to keep your business running – both fixed (the same every month) and variable (change from month to month). This worksheet will help you track what expenses will be coming your way every month so you can plan for them. This worksheet can also be used to lay out your startup costs.

  • My Monthly Business Budget

This worksheet will help you will estimate your business expenses and income for the year. In other words this is your money plan for your business. Having a business budget is essential to managing your business finances successfully. Plan to create your budget for several months in advance.


  • My Breakeven Analysis

This worksheet will help you determine how much you need to sell to cover your expenses (both fixed and variable) in order to breakeven and become profitable. There are many ways to calculate breakeven and this worksheet uses a simple formula.


Tip: Start by writing things out on paper first and then move to spreadsheets later.

Important Notes for Excel version:

  • Do not delete formulas
  • If you need to add more rows remember to update the formulas to include the new rows