📊 OVERVIEW
An editable Excel template tailored for service-based businesses, designed to track income, expenses, and net profit with full chart of accounts integration. Includes modular fields for revenue, operating costs, and other income—ideal for consultants, agencies, and client-facing documentation.
📦 WHAT’S INCLUDED
• 📊 Editable Excel workbook (.xlsx) featuring:
• 🧾 Chart of Accounts sheet with structured account codes for assets, liabilities, equity, revenue, and expenses
• 📋 P&L Format sheet with debit/credit logic, gross profit, and net profit calculations
• 📈 Retail P&L Reports with alternate layouts for single-column and multi-column financial summaries
• 💼 Expense categories including payroll, rent, utilities, depreciation, and advertising
• ✅ Clear section headers and formula-ready layout for client-side editing
🧠 USE CASES
• Internal financial tracking for service businesses and professional firms
• Client-facing documentation for investor decks, grant applications, or audit prep
• Strategic planning for cost control and profitability improvement
• Reusable format for monthly, quarterly, or annual reporting cycles
🎯 FEATURES
• Editable .xlsx format with UK spelling and layout standards
• Modular structure for revenue, expenses, and net profit tracking
• Chart of accounts integration for accounting consistency
• Unbranded and consultancy-free
• Compatible with Microsoft Excel and Copilot editing
🔴 INSTANT DIGITAL DOWNLOAD
This editable template is available for immediate download upon purchase. No physical item will be shipped. Compatible with Microsoft Office and fully customisable for client-side use.
