Optivance
Templates

Your numbers, sorted.

Built by an accountant for Philippine small businesses. Type in the blue cells and the reports build themselves — no formulas to write, no accounting background needed.

Get all 5 for ₱799 See each template
  • Peso-ready, GCash & Maya built in
  • BIR 8% option & Form 2307 handled
  • Works in Excel 2010 or later, Windows & Mac
  • A “Start Here” guide in every file
Best value

The Complete Toolkit

All five templates in one order — the same set we use to get a client’s numbers under control in the first month. Record sales and expenses, bill customers, track stock, price your products and plan your cash.

  • Simple Bookkeeping & Profit Report
  • Billing Statement & Receivables
  • Inventory Tracker with Reorder Alerts
  • Product Costing, Pricing & Break-Even
  • 13-Week Cash Flow Forecast
  • Email help while you set them up
₱799 ₱1,345 if bought one by one · you save ₱546 Order the toolkit One-time payment with PayPal · files emailed in minutes
The templates

Or pick just the one you need

Every file comes with sample data so you can see how it works before you type a single number of your own.

01

Simple Bookkeeping & Profit Report

Know your profit every month without hiring a bookkeeper.

  • One list for every sale and expense
  • Monthly profit & loss with a chart
  • Quarterly 8% income tax estimate (1701Q / 1701A)
  • Keeps capital, loans and withdrawals out of profit
₱299 Add to order
02

Billing Statement & Receivables Tracker

Bill customers properly and know exactly who owes you.

  • Printable billing statement, customer details auto-filled
  • Discounts, VAT and 1% / 2% withholding tax
  • Paid, Due soon and Overdue — automatically
  • Aging report: Current, 1–30, 31–60, 61–90, 90+
₱249 Add to order
03

Inventory Tracker with Reorder Alerts

Stop running out of best-sellers and overstocking slow movers.

  • Stock on hand, valued at weighted-average cost
  • Reorder alerts with a suggested order quantity
  • How fast each item sells, days of stock left
  • Physical count sheet — shortages in pesos
₱349 Add to order
04

Product Costing, Pricing & Break-Even

Find out what each piece really costs — and what to charge.

  • True cost per piece: materials, labour, overhead, packaging
  • Suggested price from your target margin
  • Profit on walk-in, marketplace, delivery app, reseller
  • Break-even pieces per month and per day
₱199 Add to order
05

13-Week Cash Flow Forecast

Profit is not cash. See a cash crunch coming weeks ahead.

  • Week-by-week cash in and cash out
  • Warns you when cash drops below your buffer
  • Plan payroll, rent, loans and big purchases
  • Corrects itself as you enter your real bank balance
₱249 Add to order

Need it built around your business?

We can adapt any template to your chart of accounts, branches or products — or set it up with your real numbers for you.

Book a free consult →
How ordering works

Pay with PayPal, get your files in minutes

No account to create on our site, any time of day. Pay on PayPal’s secure page and your templates arrive by email.

  1. 01

    Choose your templates

    Tick the toolkit or any single template below. The total updates as you go.

  2. 02

    Pay with PayPal

    Pay on PayPal’s own secure page, with your PayPal balance or a linked card.

  3. 03

    Get your files

    Your templates are emailed to your PayPal address within minutes of paying — any time of day.

  4. 04

    Start on “Start Here”

    Every file opens on a short guide, with sample data that shows how it works.

Your order

Pick the toolkit, or any of the single templates.

Templates

Pay with PayPal

Use your PayPal balance or a card linked to PayPal. Your files are emailed to your PayPal address within minutes of paying.

You pay on PayPal’s own secure page — this site never sees your card or PayPal login. See the privacy notice.

What you get

  • Excel files (.xlsx), yours to keep and use every year
  • A “Start Here” guide inside each file
  • Sample data, so you can see how it works first
  • An invoice for your records, on request
  • Email help if you get stuck setting it up
We will never ask for your card, OTP or passwords. You only ever pay on PayPal’s own page, reached from this site, and the payee is Optivance. If anyone asks you to pay another way, don’t — message our Facebook page first.

Our promise

If a template doesn’t work the way this page describes, tell us within 7 days. We’ll fix it, or refund you in full.

Common questions

Before you order

Anything else, email [email protected].

Do I need to know accounting or Excel formulas?

No. You only type in the shaded blue cells — dates, amounts, item names. Every formula is already written, and each file opens on a short “Start Here” guide.

Which Excel do I need? Does it work on a Mac or in Google Sheets?

Microsoft Excel 2010 or later, on Windows or Mac. Most features also work in Google Sheets and LibreOffice, but a few dropdowns behave differently there, so we recommend Excel.

Is the 8% tax estimate official?

It follows the 8% income tax option for self-employed individuals and professionals, and is meant for planning. Always confirm the figures with your accountant, or with us, before you file.

Can I use it for more than one business?

Each order covers one business. If you run several, order a copy for each — or ask us about a multi-business price.

How fast do I get the files?

Within minutes of paying, any time of day. They’re emailed from [email protected] to the address on your PayPal account — if you don’t see them, check your Junk or Spam folder.

Do I get an invoice?

Yes. Reply to the email your templates came in with your business name, and TIN if you need it on the invoice, and we’ll send one.

Can you set it up for me?

Yes. We can load your items, customers and opening balances, or adapt a template to how your business works. Book a free consult and tell us what you need.

Rather have someone keep the books for you?

The templates are the do-it-yourself version of what we do for clients every month.

See the accounting service