Templates & Toolkits

2027 Small Business Kickoff Bundle

Small Shop Bookkeeping

2027 Small Business Kickoff Bundle

$39

The 2027 planner, client tracker, bookkeeping and tax set-aside tracker, and trades agreement and invoice pack, together at a lower price than buying each one alone.

Instant download · 1 ZIP file (1.16 MB) · DOCX, PDF, XLSX

What’s inside

  • 2027 at a glance with U.S. federal holidays marked
  • Goals for the year by area, a revenue goal, and quarterly plan pages with projects and monthly targets
  • Dated monthly calendars for January to December 2027 with a fillable box for every day
  • Clients and leads with stage, source, frequency, and automatic job count, revenue, and last job date
  • Quotes with follow-up dates and won/lost results
  • Jobs and invoices with crew, hours, price, payment status, and days open
  • Income log with types and invoice numbers
  • Expense log with 18 deduction-style categories, payment method, and a receipt check
  • Business miles log and a mileage rate you enter
  • Cleaning service agreement: services, schedule, price, payment, cancellations and lockouts, keys and pets, supplies, re-cleans, breakage, insurance
  • Painting contract: scope, prep, paint and colors, schedule, deposit and progress payments, change orders, lead paint line, cleanup, warranty
  • Handyman service agreement: flat or hourly pricing, materials, trip charge, deposit, changes, cleanup, warranty

General information only, not tax or legal advice. IRS rules change, so check current guidance or ask a tax professional.

General information only, not legal advice. Laws vary by state, so check local rules or ask an attorney.

The IRS mileage rate changes every year. Type in the current rate before you rely on the totals.

Licensed for one person or one organization. Please don’t resell, share or post the files.

Sales are final because files arrive instantly. If a file is broken or not as described, email us within 30 days and we will fix it or refund you. Shop terms.

Pairs well with Online Shop Bookkeeping Spreadsheet ($19), Self-Employed Tax Organizer ($14), and Mileage and Job Log ($9).

Pairs well with

Online Shop Bookkeeping Spreadsheet ($19), Self-Employed Tax Organizer ($14), and Mileage and Job Log ($9).

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