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Small Business Owner's Toolkit

Run your whole back office from one folder. Bookkeeping, invoicing, mileage, a client CRM, and expense reports — five connected templates that share the same clean system, so nothing falls through the cracks. One download, one-time purchase — no five separate subscriptions.

  • Bookkeeping — log income & expenses and watch profit update itself
  • Invoice tracker — see paid vs. owed and your outstanding total at a glance
  • Mileage log — automatic miles and a running deduction total for tax time
  • Client CRM — every lead, quote, and job in one live pipeline so none goes cold
  • Expense report — categorized spend, lined up with Schedule C

Five tools for $24.99 — less than the price of two bought on their own, and far less than a month of the accounting + CRM software they replace. Yours forever, in Google Sheets or Excel.

Instant download Secure checkout Google Sheets & Excel Formula guarantee

Secure one-time checkout by Stripe — instant download. Also available on Etsy.

Who it's for: freelancers, contractors, and solo owners who want their whole money-and-clients admin in one place — without juggling five apps and five monthly bills. Most owners live in the bookkeeping and invoicing sheets daily and grow into the rest; they're all in one download, so you have them the day you need them.

Small Business Owner's Toolkit — Google Sheets & Excel template by ToolWise Digital

Sheets + Excel

Works in free Google Sheets or Microsoft Excel — your choice.

Free phone tool

Includes a browser version so you can use it on the go.

Instant download

Delivered the moment you buy. Nothing shipped.

Formula guarantee

If a formula doesn't work as described, we fix it or refund you.

A closer look

See what’s inside

Real screenshots of the dashboard, tabs, and the free phone version — this is exactly what you get.

Small Business Owner's Toolkit template preview 1 — dashboard, tabs, and the free phone versionSmall Business Owner's Toolkit template preview 2 — dashboard, tabs, and the free phone versionSmall Business Owner's Toolkit template preview 3 — dashboard, tabs, and the free phone versionSmall Business Owner's Toolkit template preview 4 — dashboard, tabs, and the free phone versionSmall Business Owner's Toolkit template preview 5 — dashboard, tabs, and the free phone version

Questions buyers ask

What's included in the Toolkit?

Five connected Google Sheets & Excel templates: bookkeeping (income, expenses, live profit), an invoice tracker (paid vs. owed), a mileage log (automatic deduction total), a client CRM (lead → quote → won/lost pipeline), and an expense report — plus a free phone version of each.

Is the bundle cheaper than buying the tools separately?

Yes — the five tools together are $24.99, less than the price of two of them bought on their own. It's the best value in the shop.

Do I need all five tools?

Most solo owners use the bookkeeping and invoice trackers daily and grow into mileage, the CRM, and expense reports over time. Because it's one download, you already have them the day you need them — no second purchase.

Is it one-time or a subscription?

One-time. You buy it once and it's yours forever, in Google Sheets or Excel — no monthly fee, ever. Every workbook's formulas are verified before launch and backed by our formula guarantee.

Read more

Guides that go with it

The thinking behind the tools — practical systems for money, home, and business.

Self-Employed

How Much Should You Set Aside for Self-Employed Taxes?

The short answer is 25–30% of your net income — here's how to land on your exact percentage and never get surprised in April.

6 min read
Self-Employed

Self-Employed Tax Deductions: The Complete Expenses List & Checklist

Every dollar of legitimate business expense you deduct is a dollar you don't pay tax on. Here's the full self-employed expenses list — and how to actually capture them.

7 min read
Self-Employed

How to Track Business Expenses for Taxes

The system that turns tax season from a lost weekend into a 10-minute export — track expenses as you go, sorted by category.

6 min read

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250+ ready-made tools for money, home, life, and business — each with a free phone-friendly version.

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