AiO Service Business

Instead of juggling separate tools for invoices, client lists, and finances, this template brings it all together into a single streamlined system. It’s designed specifically for service providers, freelancers, and small businesses who want clarity, efficiency, and financial control — without the learning curve of complicated software.

The template itself includes 16 interconnected tabs:

• Setup Page – Define income/expense categories (up to 40 each), add default tax rates, and personalize your tracker
• Dashboard – A bird’s-eye view of your business with metrics, financial summaries, and client updates
• Calendar – Track deadlines, appointments, and project timelines in one visual space
• Client Database – Store client contact details, notes, and service history in one secure hub
• Communication Log – Keep a running record of calls, emails, and meetings for smoother client relationships
• Task & Project Tracker – Organize daily tasks, projects, and priorities with ease
• Invoices & Payments – Generate, manage, and monitor invoices with built-in tax support
• Print Invoice – Export professional, ready-to-send invoices instantly
• Income & Expense Entries – Log transactions with flexible categories, taxes, and payment methods
• Monthly View & 12-Month View – Analyze your finances month-to-month and across the year
• Custom Period View – Review financial performance within any date range
• Reconciliation & Balance Tabs – Match income and expenses to ensure accuracy and track balances by payment method
• Budget Tab – Plan goals and measure performance against your targets
• Instruction Page – Step-by-step walkthrough to get set up in minutes
  

With your purchase, you’ll also receive a PDF instantly after checkout. Inside, you’ll find:

• Clickable links to access both the Google Sheets & Excel versions
• A sample template with prefilled data so you can explore before entering your own
• A video tutorial that walks you through setup and access

✔️ Service-based small businesses and freelancers
✔️ Coaches, consultants, and agencies handling multiple clients
✔️ Business owners who want a single hub for CRM + bookkeeping
✔️ Beginners who prefer guided setup but need professional-grade features

✨ One Hub, All Tools – Manage finances, clients, tasks, and invoices in one template
✨ Save Hours Weekly – Automations simplify tracking and reporting
✨ Stay On Top of Cash Flow – Built-in dashboards and reports make clarity effortless
✨ Look Professional – Generate clean, branded invoices right from the template
✨ Grow Smarter – Financial and client insights help you make data-driven decisions

Please Read Before Purchasing

• Digital Download Only – No physical item will be shipped
• Gmail Required – Needed to access the Google Sheets version (Excel also included)
• Template Language – Provided in English (some browsers auto-translate listings, but the spreadsheet itself is in English)
• Excel Compatibility – Requires a recent version of Excel; older versions may not support key formulas
• Colors May Vary – Slight differences may appear depending on screen settings
• No Refunds or Cancellations – Due to the digital nature of this product; contact us if you need help
• Personal Use Only – Copyright © Serenata’s Team (Glys Solutions L.P. / Nimbus Reach LLC). Redistribution, resale, or reproduction is strictly prohibited
• Disclaimer – This template is a business organization tool, not a replacement for licensed financial or tax advice. Consult a professional for those needs
• Liability – By purchasing, you agree Serenata’s Team is not liable for outcomes from its use