Strategy

The ultimate Excel guide for small businesses to go beyond bookkeeping and save money on software costs

Excel Spreadsheet Getty 1152104531
A man shows how a hair salon in Venezuela keeps track of business with an Excel spreadsheet. Matias Delacroix/Getty Images
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Every dollar matters when running a small business, and specialized software costs can start to add up.

There are more than a billion Microsoft Office users worldwide, so there's a good chance your small business has access to a copy of the workhorse spreadsheet application, Excel.

"Think about a world without Excel. That's just impossible for me," Microsoft CEO Satya Nadella has said.

While it may take some getting used to, Excel is more than capable of handling basic small-business needs for a lot more than bookkeeping.

To get you started, the folks at NeoMam Studios designed a guide they made for Headway Capital, which they shared with us to share with you.

Scroll down for the full presentation, or click on one of the topics below to skip to a section. To view the original post, visit Headway Capital's blog.

Accounting and Finance Bookkeeping

Human Resources, Payroll and Scheduling

Inventory and Equipment Management

Organization and Project Management

5 time-saving functions every small business owner needs to know

Source Links

 

Excel Guide 00 Ultimate Small Business
NeoMam Studios for Headway Capital

Accounting and Finance Bookkeeping

Excel Guide 01 Track Finances
NeoMam Studios for Headway Capital
Excel Guide 02 Create Invoices
NeoMam Studios for Headway Capital
Excel Guide 03 Forecast Cashflow
NeoMam Studios for Headway Capital

Human Resources, Payroll and Scheduling

Excel Guide 04 Team Timecards
NeoMam Studios for Headway Capital
Excel Guide 05 Payroll Paystubs
NeoMam Studios for Headway Capital
Excel Guide 06 Team Schedule Vacation
NeoMam Studios for Headway Capital

Inventory and Equipment Management

Excel Guide 07 Warehouse Inventory
NeoMam Studios for Headway Capital
Excel Guide 08 Asset Depreciation
NeoMam Studios for Headway Capital
Excel Guide 09 PPE Property Plant Equipment
NeoMam Studios for Headway Capital

Organization and Project Management

Excel Guide 10 Projects Kanban
NeoMam Studios for Headway Capital
Excel Guide 11 Project Budget
NeoMam Studios for Headway Capital
Excel Guide 12 CRM Customer Resource Management
NeoMam Studios for Headway Capital

5 time-saving functions every small business owner needs to know

Excel Guide 13 Tip Autofill
NeoMam Studios for Headway Capital
Excel Guide 14 Tip Conditional Format
NeoMam Studios for Headway Capital
Excel Guide 15 Tip Flash Fill
NeoMam Studios for Headway Capital
Excel Guide 16 Tip Financial Forecast
NeoMam Studios for Headway Capital
Excel Guide 17 Tip Record Macro
NeoMam Studios for Headway Capital

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Dominick Reuter
Dominick Reuter
Dominick Reuter is a senior retail reporter for Business Insider, primarily covering Walmart, Target, and Costco. His stories tend to focus on issues and trends that affect employees and customers.Prior to joining BI in 2019, Dominick worked for more than a decade as an independent photojournalist covering a wide range of stories for global wire services and newspapers, including Reuters, the Wall Street Journal, and Agence France-Presse.Dominick studied photojournalism at Boston University and later earned a Masters in business and economics journalism from Columbia University.If you're an employee or customer with a story to share, please contact me via email or text/call/Signal at 646-768-4750.