Your Business Financial Toolkit

The Financial Toolkit is your ultimate resource for taking control of your business finances. Tailored specifically for photographers and creative entrepreneurs, this Google Sheets template simplifies financial management, empowering you to stay organized, plan strategically, and achieve your income goals.

Key Features:

• Financial Dashboard: Gain instant insights into your revenue progress with visual graphs tracking monthly and yearly goals.
• Revenue Tracker: Monitor every payment and stay on top of your income flow, broken down by client and payment schedule.
• VAT Threshold Tracker: Stay VAT-aware with a rolling 12-month revenue summary.
• Budget Manager: Track expenses and plan ahead for annual subscriptions and monthly costs.
• Capacity Planners: Strategically schedule shoots and calculate earnings, ensuring your workload aligns with your availability.
• Profit First Calculator: Implement the "Profit First" method to allocate funds effectively for taxes, profit, and expenses.
• Quote Builder: Accurately price packages, retreats, and custom offers based on time and costs.

Benefits:

• Simplify your financial tracking and decision-making.
• Save time with ready-made formulas and detailed instructions.
• Plan for consistent cash flow and avoid financial surprises.
• Align your goals with actionable insights for growth.

Within the pdf guide you will have access to a Google Sheets document with the following tabs:

• Financial dashboard
• Revenue tracker
• VAT threshold tracker
• Budget
• Capacity planner (basic and detailed)
• Profit first calculator
• Quote builder

There are also videos to talk you through how to use it.  

This toolkit is not to be used as financial or tax advice, it is purely to keep you organised and on track.  Financial or tax advice must be sought from a qualified professional.