Key #2: Plan

Plan Self- Assessment Worksheet – This worksheet will help you to set realistic expectations for profit, determine if you need to increase your rate, determine which expense categories you want to track in your bookkeeping, and help you to build a budget.

Guide to Building Your Budget – Accounting and bookkeeping terminology and how to use the spreadsheet to create your budget.

Simple Budget Spreadsheet Template – Use this budget spreadsheet to practice estimating revenue and expenses if you are not ready to track actual to budget revenue and expense. Make a copy of this template and edit with your own expense and revenue categories.

Advanced Budget Spreadhseet with Monthly Actual to Budget Tracking – Use this budget spreadsheet if you are ready to create a budget and track your actual expenses and revenue against it. Make a copy of this template and edit to suit your own expense and revenue categories. There are formulas throughout the spreadshet so be careful if deleting rows or cell content.

Business Plan Content Builder – Make a copy of this template and store all your content as you create it so that you can easily cut and paste it where you need it. Revisit and update the content frequently as you gain more clarity.