MaySeven Small Business Finance Toolkit V2

Take control of your small-business finances with a simple and practical Excel financial management system.

The MaySeven Small Business Finance Toolkit V2 helps small-business owners, entrepreneurs, freelancers and service providers record, monitor and understand their business finances without having to build complicated spreadsheets from scratch.

With this toolkit, you can:

• Track sales and expenses

• Calculate business profit automatically

• Monitor Cash, Bank and POS balances separately

• Track customers who owe you money

• Monitor amounts owed to suppliers

• Prepare monthly budgets

• Compare budget with actual performance

• Generate a Profit & Loss summary

• Monitor monthly business performance from a dashboard

• Detect duplicate invoice references

What you will receive:

✓ MaySeven Small Business Finance Toolkit V2 (Excel)

✓ Complete PDF User Guide

✓ Quick-Start Instructions

✓ Month-End Financial Checklist

✓ Small Business Financial Health Checklist

Who is it for?

Small shops, service businesses, freelancers, online businesses, POS businesses and entrepreneurs who want a straightforward system for organizing and understanding their finances.

The toolkit is designed to be easy to use, including for business owners without formal accounting training.

Important: This toolkit is designed for internal business record-keeping and management information. It does not replace professional accounting, tax, audit or legal advice.