Self-Employed Bundle

Three spreadsheet systems for freelancers, consultants and sole proprietors: run your clients, time and invoices, know what to pay in tax each quarter, and keep every follow-up moving. Each comes in Excel and Google Sheets, with an Example workbook and a Quick Start guide.

What's included

• Freelance Business System: deals, clients, time, invoices, payments and a tax set-aside planner.
• Self-Employed Tax & Mileage Tracker: quarterly estimates three ways, a 2026 tax estimate, mileage at the IRS rate and Schedule C.
• Small Business CRM & Sales Pipeline: contacts, deals, follow-ups that keep themselves current and a 12-month forecast against quota.

Each workbook works on its own: use the Freelance Business System day to day, the Tax & Mileage Tracker for quarterly payments, mileage and Schedule C, and the CRM when you want a fuller sales pipeline with follow-ups and a forecast.

The Self-Employed Bundle costs $59 with the Standard license or $139 with the Professional license, saving you $38 or $96 against buying the three templates separately ($97 or $235). Prices are in US dollars.

What you get

• All three templates, each as an Excel workbook (.xlsx) and a Google Sheets edition (make-a-copy links in a PDF in your download)
• An Example workbook with sample data and a Quick Start guide (PDF) for every template
• Free updates to the editions you buy
• Instant digital download after checkout

License

Choose Standard or Professional at checkout: your choice covers every template in the bundle. Standard is for your own use, personally or in your business, including your employees; Professional adds use with unlimited clients. Compare licenses

Requirements

Microsoft Excel 2010 or later on Windows, Excel 2011 or later on Mac, or Microsoft 365. For the Google Sheets edition, a free Google account. Best used on a computer. No macros.