A practical buying guide to the Vickery Finance workbook catalog: start with the monthly workflow, then add the operating tracker built for your trade.
A bookkeeping spreadsheet should replace scattered notes with a reliable flow: source records go in once, calculations update, and the owner reads a dashboard instead of rebuilding totals. The Vickery Finance catalog is organized around that idea. Its workbooks run in Microsoft Excel and Google Sheets, use yellow cells to show what to edit, and include example structures described on each product page.
Start with the monthly workflow. A business that only needs to close the books does not need the same workbook as a restaurant tracking plate costs or a contractor costing individual jobs. The three core products below form the Small Business Accounting Bundle; industry templates then add the operating details for a trade.
These three products cover the progression from recording the month to managing the business forward. They can be bought separately or together in the $99 Small Business Accounting Bundle.
Ask what decision the workbook must support. If the question is “Did the month close correctly?” choose Month-End Close. If it is “Who owes me and what should I set aside?” choose Freelancer Income & Expense. If it is “Will cash survive the next quarter?” choose Virtual CFO. If profit changes job by job, dish by dish, route by route, or property by property, start with the industry tracker built for that operating unit.
A good template limits data entry, names its inputs, and makes totals traceable. In the Vickery Finance workbooks, yellow cells are the editable inputs and the dashboards pull from the logs or working sheets. Keep one master copy, enter source data consistently, and review the dashboard after each import or weekly update instead of editing calculated totals.
The directory groups the catalog by Bookkeeping & Close, Tax Prep Kits, Personal Finance, Home Services, Creator & Platform businesses, Health Practices, Food & Drink, Retail, Hospitality & Events, Professional & B2B, and Bundles & Licenses. Every product page links to its store options.
Yes. The product pages describe the workbooks as Excel and Google Sheets templates; the Excel file can be uploaded to Google Drive to open in Sheets.
The Small Business Accounting Bundle combines Month-End Close, Freelancer Income & Expense, and Virtual CFO Toolkit.
Retail files are not a firm distribution license. Bookkeeping and accounting firms should review Firm Licensing for client use and rebranding rights.
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