Service Business Planning Bundle

Bring cash planning, service pricing, project reviews and recurring revenue into a consistent monthly routine. All four tools are $29; purchased individually, they total $40.

Best for: Small service business owners and freelancers who want the complete planning collection.

What is included

• 13-Week Cash Flow Planner: upcoming receipts, payments and cash-buffer needs.

• Service Pricing & Capacity Planner: billable capacity and 16 service-price comparisons.

• Project Profitability Tracker: 30 completed-project records and contribution review.

• Recurring Revenue & Renewal Planner: 12 months of MRR and 30 renewal records.

• Four blank Excel workbooks, four fictional worked examples, four printable PDF guides and a collection guide.

Explore the individual tools: 13-Week Cash Flow Planner — $10; Service Pricing & Capacity Planner — $10; Project Profitability Tracker — $10; Recurring Revenue & Renewal Planner — $10.

Before you buy

Contains the same files sold individually and in the two-tool bundles. Buy the option that matches your needs to avoid duplicates. Workbooks remain separate and do not synchronize. No bank feeds, tax calculations or automatic notices are included.

Digital download only; no physical item ships. Open the extracted .xlsx files in Microsoft Excel. Excel software and a PDF reader are not included. The PDF worksheets are printable, not fillable.

Use within one business or household. You may share your completed copy with your bookkeeper or CPA. Please do not redistribute or resell blank templates. These are general planning tools; professional services and individualized tax advice are purchased separately.

For download assistance, email lori@aiellocpa.com with your order number. Simple Money Systems by Lori Aiello, CPA.