Run Your Business Finances With More Clarity

NovaWeb Studio — Client & Finance Workbook is an Excel-based business management toolkit designed for freelancers, solopreneurs, independent service providers, and small businesses.

Keep your income, expenses, clients, invoices, and financial performance organized in one practical workbook—without a subscription or complicated accounting software.

What's Included

• Interactive Dashboard: Monitor cash revenue, paid expenses, net cash profit, receivables, and profit margin.

• Income Tracker: Record payments, partial payments, refunds, and cash transactions.

• Expense Tracker: Organize business costs and payments.

• Invoice Tracking: Monitor invoice amounts, payments, and outstanding balances.

• Client Management: Keep client records organized.

• Monthly Reports: Review financial activity throughout the year.

• Profit & Loss: Understand your cash-based business performance.

• Goals & Checks: Track targets and review data consistency.

Your Purchase Includes

• 1 Excel business management workbook (.xlsx)

• Quick-start instructions and user guide

• Features and compatibility information

• License and usage terms

Try Before You Buy

A simplified FREE Excel Demo is available for testing the basic income, expense, and profit calculations. The demo includes sample data and limited entry rows. The full version includes additional business management features.

Compatibility & Important Notes

Designed for Microsoft Excel (.xlsx). Core dashboard calculations have been tested in Excel Online. Compatibility with every desktop Excel version and Google Sheets has not been independently verified.

The workbook uses a cash-based approach, supports one currency per workbook, and is intended for business organization—not professional accounting or tax advice.

One-time purchase: $9.99 USD. No recurring subscription.

Created by NovaWeb Studio.