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Ana M Perez

Certified Bookkeeper | QuickBooks ProAdvisor | Notary | Founder of MBP Services

Excel Finance Bundle

Excel Finance Bundle

$9.99

Monthly Cash Flow Tracker — Small Business Edition

Know exactly where your money is going every month. This simple Excel tracker gives you a running view of your income, expenses, net cash flow, and closing balance — month by month, all year long.

Enter your starting balance once. Add your monthly income and expenses. The tracker does the rest — closing balance, net flow, and annual profit margin calculate automatically.

Takes less than 30 minutes a month. Built by a QuickBooks Certified ProAdvisor who works with small business owners every day.

Perfect for: freelancers, side hustlers, new business owners, and anyone who wants financial clarity without complexity.

Instant download. Works in Microsoft Excel and Google Sheets.

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