Editable templates that go with our courses. Spreadsheets have the formulas built in and documents are ready to fill in. Every template includes a printable PDF, nothing is locked, and you can download right after you buy.
Save with a pack
Template packs
Money and Numbers
Money and Numbers templates
Chart of Accounts Starter List
Excel and Google Sheets + PDF
Goes with QuickBooks Mastery for Small Business
Month-End Close Checklist
Excel and Google Sheets + PDF
Goes with QuickBooks Mastery for Small Business
Monthly Business Budget
Excel and Google Sheets + PDF
Goes with Advanced Excel for Business Analysis
Break-Even and Pricing Calculator
Excel and Google Sheets + PDF
Goes with Advanced Excel for Business Analysis
Shared Team Task Tracker
Excel and Google Sheets + PDF
Goes with Google Sheets and Workspace for Small Business
13-Week Cash Flow Forecast
Excel and Google Sheets + PDF
Goes with Small Business Finance and Cash Flow
Rental Property Analyzer
Excel and Google Sheets + PDF
Goes with Rental Property Investing 101
Marketing and Sales
Marketing and Sales templates
30-Day Social Media Content Calendar
Excel and Google Sheets + PDF
Goes with Social Media Marketing for Small Business
SEO Keyword and Page Tracker
Excel and Google Sheets + PDF
Goes with SEO and Website Traffic for Small Business
Client Intake Form and Proposal
Word and Google Docs + PDF
Goes with Freelancing and Selling Services Online
Invoice Template and Payment Tracker
Excel and Google Sheets + PDF
Goes with Freelancing and Selling Services Online
Sales Pipeline Tracker
Excel and Google Sheets + PDF
Goes with Sales for People Who Hate Selling
Sales Follow-Up Scripts
Word and Google Docs + PDF
Goes with Sales for People Who Hate Selling
Leadership and People
Leadership and People templates
Negotiation Prep Worksheet
Word and Google Docs + PDF
Goes with Negotiation Skills for Business and Work
Meeting Agenda and Action Plan
Word and Google Docs + PDF
Goes with Speak With Confidence
Presentation Outline and Message Planner
Word and Google Docs + PDF
Goes with Speak With Confidence
Work Smarter
Work Smarter templates
AI Prompt Library
Excel and Google Sheets + PDF
Goes with Best Methods for Using AI at Work
Project Plan and RACI Chart
Excel and Google Sheets + PDF
Goes with Project Management and Business Systems for Small Teams
Security Checklist and Access Log
Excel and Google Sheets + PDF
Goes with Cyber-Safe Small Business
Templates are for use in your own business or job. Some include a note that laws vary by state. The Rental Property Analyzer is for education only.