Basic$19
13 Week Cash Flow Forecast
Weekly cash planning, tax reserve tracking, and short-term visibility so you always know where your cash stands.
- 13-week rolling cash view
- Built-in tax reserve tracker
- Weekly variance analysis
Excel Templates — Instant Digital Download
Teel Business Tools
Practical Excel systems for clearer decisions and less busywork.
Instant digital download
No subscription
Built for Microsoft Excel desktop
Secure checkout and delivery through Etsy
Featured Bundle$149
Complete Small Business Excel Template Bundle
Six automated workbooks covering every financial angle of running a small business — cash flow, recurring revenue, financial review, rentals, contractor job costing, and cost segregation planning.
- Six workbooks for the price of two
- Covers cash, revenue, rentals, and job costing
- Instant download — start using today
Individual Tools
Basic$19
Recurring Revenue Tracker
Track client renewals, subscriptions, MRR, and revenue visibility in one clean workbook.
- MRR and ARR at a glance
- Client renewal calendar
- Subscription churn tracking
Intermediate$39
Small Business Financial Audit
Year-end close checklist, reconciliations, exceptions, and a financial review dashboard built for small business owners.
- Year-end close checklist
- Reconciliation tracker
- Financial review dashboard
Intermediate$39
Rental Property Spreadsheet Bundle
Rent, expenses, maintenance, and portfolio profit tracking for landlords managing one property or many.
- Per-property P&L tracking
- Maintenance log included
- Portfolio-level profit view
Advanced$59
Contractor Estimate & Job Costing System
Estimates, job costing, change orders, and a profit dashboard built for contractors who need to know their numbers.
- Estimate-to-actual comparison
- Change order tracking
- Job profit dashboard
Advanced Specialist$69
Cost Segregation Planning Toolkit
Asset classification, basis allocation, documentation, and depreciation schedule planning for real estate investors.
- Asset classification worksheet
- Basis allocation tracker
- Depreciation schedule planner
Legacy Macro Tool$29
Small Business Operations Dashboard
Client, job, invoice, and expense tracking in a macro-enabled XLSM workbook. Requires enabling macros in Excel.
- Client and job tracker
- Invoice and expense log
- Macro-enabled XLSM format
How it works
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Browse the products below and pick the workbook that fits your business need.
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Download after payment
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Open in Excel and follow the guide
Each workbook includes a built-in guide to get you up and running quickly.
Frequently asked questions
Disclosures
- Purchases are completed through Etsy, and Etsy terms and payment policies apply.
- License is for one purchaser and one business for internal use only. Redistribution or resale is prohibited.
- These tools are educational and organizational resources, not legal, tax, accounting, engineering, or investment advice, and do not guarantee results.
- Cost segregation toolkit: planning and documentation toolkit only. It does not include RSMeans data, read or measure building plans, or produce a signed engineering study. It requires qualified engineering and tax review and is not affiliated with Gordian or RSMeans.
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