Small Business Starter Bundle: 7 Excel Templates (UK) – PDF

BENEFITS OF THIS DOWNLOADABLE PDF DOCUMENT

1. Run seven core admin areas with one consistent set of workbooks, from rent and invoices to stock and rotas
2. See what needs attention next: overdue invoices, quotes to chase, low stock, months below your cash buffer and rota clashes
3. Start quickly with a worked example, a blank copy and a plain-English Start here tab for every template

ENTREPRENEURSHIP PDF DESCRIPTION

Small Business Excel Templates UK: Download 7 ready-to-use PDFs for cash flow, invoices, stock control, mileage, rent tracking, and staff rotas. Small Business Starter Bundle: 7 Excel Templates (UK) is a 42-page PDF document with a supplemental Zip archive file document available for immediate download upon purchase.

This bundle contains seven ready-to-use Excel templates for the day-to-day records of a small UK business: rent and arrears, jobs and quotes, a 12-month cash flow forecast, invoices and credit control, mileage and expenses, stock control, and staff rotas. They are intended to be used as working templates rather than as training guides.

Every template follows the same structure: a Start here tab with step-by-step set-up instructions, a dashboard or summary tab, input tabs with drop-down lists and automatic highlights, and a settings tab. Each comes as an EXAMPLE copy filled with invented data, so every calculation can be seen working, and a BLANK copy with the same structure and formulas.

Templates included
•  Rent and Arrears Tracker: 200 tenancies and 1,000 payments, with balances, months behind, next rent due, a colour-coded arrears status, a chase list and a deposit protection check.
•  Job and Quote Tracker: 400 jobs from enquiry to payment, with VAT, a next action for each job, win rate, gross profit, margin and lead sources ranked by results.
•  Small Business Cash Flow Forecast: 12 months of money in and out, closing balances, a minimum buffer warning, and actuals compared with the plan, including VAT quarters and the January and July tax payments.
•  Invoice Register and Overdue Chaser: 500 invoices with due dates, part payments, aged debt bands, the next chasing step, three reminder emails that fill in automatically, and estimates of statutory late payment interest for business customers.
•  Mileage and Expenses Log: journeys and receipts by tax year at the HMRC approved mileage rates (55p a mile for the first 10,000 car or van miles from 6 April 2026, then 25p), with monthly totals and receipt checks.
•  Stock and Inventory Tracker: 500 products and 2,000 stock movements, with stock on hand, stock value at cost and at retail, reorder status, suggested order quantities and slow-moving items.
•  Staff Rota and Hours Planner: a four-week rota for up to 20 staff built from shift codes, with hours against contract, estimated pay, daily cover, leave clashes and a holiday tracker.

The primary document is a 42-page PDF guide. It gives an overview of each template, its tabs, how to set it up and its limits, followed by printed pages from its EXAMPLE copy. The secondary document is a zip file with one folder per template containing the EXAMPLE and BLANK workbooks.

Typical uses include owner-managed businesses moving their records out of paper or unstructured spreadsheets, and accountants, bookkeepers and consultants who want simple, consistent tools to hand to small clients.

Design notes: figures are in pounds sterling with DD/MM/YYYY dates, and UK rules are used where they matter. The workbooks contain no macros and are designed for Microsoft Excel 2010 or later, Google Sheets and LibreOffice. These are planning and record-keeping tools, not legal, tax or financial advice.

About the author: Andrew Wilcox runs Sheetsure, a UK business that builds practical Excel templates and provides fixed-price spreadsheet and data work for small businesses.

Source: Best Practices in Entrepreneurship, Management Accounting PDF: Small Business Starter Bundle: 7 Excel Templates (UK) PDF (PDF) Document, Andrew Wilcox (Sheetsure)