Technology

Google Sheets for Small Business Owners

Meets Wednesdays · 6:00 PM - 7:30 PM · on Zoom Fall 2026 · registration open Free to audit

This class runs in the Fall 2026 session. Registration is open now; lessons, materials, and the class discussion board are posted before it begins.

Sooo if you're running a small business off a napkin and a bad memory, this class is for you. We're gonna build three things that actually earn their keep: an inventory tracker, a one-page invoice, and a simple dashboard that tells you what's going on at a glance.

This assumes you've touched a spreadsheet before. You don't need to be good at it. You just need to know where the cells are.

We build ugly first and make it pretty last. We use SUM, a lookup, and conditional formatting, and we skip the fancy stuff you'd just break later.

You'll leave with real sheets you can use Monday morning, not homework. Snacks provided. ❤️

What you'll learn

Build a linked system of tracking sheets
Calculate margins, markup, and percentages quickly
Write formulas for lookups and auto-totals
Set up color-coded alerts for stock and payments
Create and export a professional invoice as PDF

Lessons

Getting Set Up Without the Overwhelm
We get comfortable in Google Sheets and plan our sheets before we build a single thing.
Formulas That Actually Earn Their Keep
The small handful of formulas that do ninety percent of the work for a small business.
Building the Inventory Tracker
We build a working tracker that tells you what you have and what you're running low on.
Conditional Formatting, My Favorite Thing
Cells that turn red when you're low on stock do more work than any chart.
The One-Page Invoice
We build a clean, simple invoice you can send today with no fancy stuff.
- What an invoice actually needs on it16 min
- Auto-totaling line items and tax22 min
- Making it look decent last, not first18 min
- Saving as PDF and sending it out15 min
A Simple Dashboard and Wrapping Up
We pull it all together into one view that answers your real questions at a glance.

Class discussion

The class discussion board opens when the class begins this fall. Auditors and enrolled students ask questions and share work here once the session starts.