Small Business Admin Bundle | Money Tracker, Client Manager & Business Forms

Organize your money. Manage your clients. Run your business with confidence. 

Running a small business shouldn't mean keeping client information in your phone, expenses in your head, and invoices scattered everywhere. 

The Si & Co. Small Business Admin Bundle gives service-based owners a simple, professional system for managing the everyday business stuff-all in one digital download.

WHAT'S INCLUDED

Business Money Tracker

• Business dashboard
• Income tracker
• Expense tracker
• Monthly profit summary
• Revenue and expense tracking
• Automatic calculations
• Monthly performance chart 

Client Manager

• Client database
• Service history
• Customer spending tracker
• Follow-up manager
• VIP, lead, active and inactive client statuses
• Birthday and contact information
• Automatic client - value calculations

Business Forms Pack

• Invoice
• Estimate / quote
• Payment receipt
• Client intake form
• Service & price list
• Monthly business checklist
• Monthly goals planner

START HERE Guide

• Quick setup instructions
• Suggested monthly workflow
• Tips for using your new business system

PERFECT FOR: Beauty professionals, nail techs, hair stylists, estheticians, cleaners, photographer, event planners, consultations, coaches, mobile service businesses and other solo or small service-based businesses. 

FILE TYPES: 2 Excel workbooks + 2 PDF files delivered together as one digital ZIP file.

PLEASE NOTE: This is a digital product. No physical item will be shipped. Templates are designed for general business organization and do not constitute legal, tax, accounting, financial, privacy, or compliance advice. 

Make the business side of your business simpler.

Si & Co. - Business made simple.