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Google sheets budget template
Google sheets budget template

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Date: March 8th 2023



Acme LLC.

Corporation Corp.

This Contract is between Client (the "Client") and Acme LLC, a California limited liability company (the "Coach").

The Contract is dated January 23, 2023.


1.1 Project. The Client is hiring the Coach to develop a coaching relationship between the Client and Coach in order to cultivate the Client's personal, professional, or business goals and create a plan to achieve those goals through stimulating and creative interactions with the ultimate result of maximizing the Client's personal or professional potential.

1.2 Schedule. The Coach will begin work on February 1, 2023 and will continue until the work is completed. This Contract can be ended by either Client or Coach at any time, pursuant to the terms of Section 4, Term and Termination.

The Coach and Client will meet by video conference, 4 days per month for 2 hours.

1.3 Payment. The Client will pay the Coach an hourly rate of $150. Of this, the Client will pay the Coach $500.00 (USD) before work begins.

1.4 Expenses. The Client will reimburse the Coach's expenses. Expenses do not need to be pre-approved by the Client.

1.5 Invoices. The Coach will invoice the Client in accordance with the milestones in Section 1.3. The Client agrees to pay the amount owed within 15 days of receiving the invoice. Payment after that date will incur a late fee of 1.0% per month on the outstanding amount.

1.6 Support. The Coach will not be available by telephone, or email in between scheduled sessions.


- A coaching relationship is a partnership between two or more individuals or entities, like a teacher-student or coach-athlete relationship. Both the Client and Coach must uphold their obligations for the relationship to be successful.

- The Coach agrees to maintain the ethics and standards of behavior established by the International Coaching Federation (ICF).

- The Client acknowledges and agrees that coaching is a comprehensive process that may explore different areas of the Client's life, including work, finances, health, and relationships.

- The Client is responsible for implementing the insights and techniques learned from the Coach.


3.1 Overview. This section contains important promises between the parties.

3.2 Authority To Sign. Each party promises to the other party that it has the authority to enter into this Contract and to perform all of its obligations under this Contract.

3.3 Coach Has Right To Give Client Work Product. The Coach promises that it owns the work product, that the Coach is able to give the work product to the Client, and that no other party will claim that it owns the work product. If the Coach uses employees or subcontractors, the Coach also promises that these employees and subcontractors have signed contracts with the Coach giving the Coach any rights that the employees or subcontractors have related to the Coach's background IP and work product.

3.4 Coach Will Comply With Laws. The Coach promises that the manner it does this job, its work product, and any background IP it uses comply with applicable U.S. and foreign laws and regulations.

3.5 Work Product Does Not Infringe. The Coach promises that its work product does not and will not infringe on someone else's intellectual property rights, that the Coach has the right to let the Client use the background IP, and that this Contract does not and will not violate any contract that the Coach has entered into or will enter into with someone else.

3.7 Client-Supplied Material Does Not Infringe. If the Client provides the Coach with material to incorporate into the work product, the Client promises that this material does not infringe on someone else's intellectual property rights.


This Contract is ongoing until it expires or the work is completed. Either party may end this Contract for any reason by sending an email or letter to the other party, informing the recipient that the sender is ending the Contract and that the Contract will end in 7 days. The Contract officially ends once that time has passed. The party that is ending the Contract must provide notice by taking the steps explained in Section 9.4. The Coach must immediately stop working as soon as it receives this notice unless the notice says otherwise.

If either party ends this Contract before the Contract automatically ends, the Client will pay the Contractor for the work done up until when the Contract ends. The following sections don't end even after the Contract ends: 3 (Representations); 6 (Confidential Information); 7 (Limitation of Liability); 8 (Indemnity); and 9 (General).


The Client is hiring the Coach as an independent contractor. The following statements accurately reflect their relationship:

- The Coach will use its own equipment, tools, and material to do the work.

- The Client will not control how the job is performed on a day-to-day basis. Rather, the Coach is responsible for determining when, where, and how it will carry out the work.

- The Client will not provide the Coach with any training.

- The Client and the Coach do not have a partnership or employer-employee relationship.

- The Coach cannot enter into contracts, make promises, or act on behalf of the Client.

- The Coach is not entitled to the Client's benefits (e.g., group insurance, retirement benefits, retirement plans, vacation days).

- The Coach is responsible for its own taxes.

- The Client will not withhold social security and Medicare taxes or make payments for disability insurance, unemployment insurance, or workers compensation for the Coach or any of the Coach's employees or subcontractors.


6.1 Overview. This Contract imposes special restrictions on how the Client and the Coach must handle confidential information. These obligations are explained in this section.

6.2 The Client's Confidential Information. While working for the Client, the Coach may come across, or be given, Client information that is confidential. This is information like customer lists, business strategies, research & development notes, statistics about a website, and other information that is private. The Coach promises to treat this information as if it is the Coach's own confidential information. The Coach may use this information to do its job under this Contract, but not for anything else. For example, if the Client lets the Coach use a customer list to send out a newsletter, the Coach cannot use those email addresses for any other purpose. The one exception to this is if the Client gives the Coach written permission to use the information for another purpose, the Coach may use the information for that purpose, as well. When this Contract ends, the Coach must give back or destroy all confidential information, and confirm that it has done so. The Coach promises that it will not share confidential information with a third party, unless the Client gives the Coach written permission first. The Coach must continue to follow these obligations, even after the Contract ends. The Coach's responsibilities only stop if the Coach can show any of the following: (i) that the information was already public when the Coach came across it; (ii) the information became public after the Coach came across it, but not because of anything the Coach did or didn't do; (iii) the Coach already knew the information when the Coach came across it and the Coach didn't have any obligation to keep it secret; (iv) a third party provided the Coach with the information without requiring that the Coach keep it a secret; or (v) the Coach created the information on its own, without using anything belonging to the Client.

6.3 Third-Party Confidential Information. It's possible the Client and the Coach each have access to confidential information that belongs to third parties. The Client and the Coach each promise that it will not share with the other party confidential information that belongs to third parties, unless it is allowed to do so. If the Client or the Coach is allowed to share confidential information with the other party and does so, the sharing party promises to tell the other party in writing of any special restrictions regarding that information.


Neither party is liable for breach-of-contract damages that the breaching party could not reasonably have foreseen when it entered this Contract.


8.1 Overview. This section transfers certain risks between the parties if a third party sues or goes after the Client or the Coach or both. For example, if the Client gets sued for something that the Coach did, then the Coach may promise to come to the Client's defense or to reimburse the Client for any losses.

8.2 Client Indemnity. In this Contract, the Coach agrees to indemnify the Client (and its affiliates and their directors, officers, employees, and agents) from and against all liabilities, losses, damages, and expenses (including reasonable attorneys' fees) related to a third-party claim or proceeding arising out of: (i) the work the Coach has done under this Contract; (ii) a breach by the Coach of its obligations under this Contract; or (iii) a breach by the Coach of the promises it is making in Section 3 (Representations).

8.3 Coach Indemnity. In this Contract, the Client agrees to indemnify the Coach (and its affiliates and their directors, officers, employees, and agents) from and against liabilities, losses, damages, and expenses (including reasonable attorneys' fees) related to a third-party claim or proceeding arising out of a breach by the Client of its obligations under this Contract.


9.1 Assignment​. This Contract applies only to the Client and the Coach. Neither the Client nor the Coach can assign its rights or delegate its obligations under this Contract to a third-party (other than by will or intestate), without first receiving the other's written permission.

9.2 Arbitration. As the exclusive means of initiating adversarial proceedings to resolve any dispute arising under this Contract, a party may demand that the dispute be resolved by arbitration administered by the American Arbitration Association in accordance with its commercial arbitration rules.

9.3 Modification; Waiver. To change anything in this Contract, the Client and the Coach must agree to that change in writing and sign a document showing their contract. Neither party can waive its rights under this Contract or release the other party from its obligations under this Contract, unless the waiving party acknowledges it is doing so in writing and signs a document that says so.

9.4. Noticies.

(a) Over the course of this Contract, one party may need to send a notice to the other party. For the notice to be valid, it must be in writing and delivered in one of the following ways: personal delivery, email, or certified or registered mail (postage prepaid, return receipt requested). The notice must be delivered to the party's address listed at the end of this Contract or to another address that the party has provided in writing as an appropriate address to receive notice.

(b) The timing of when a notice is received can be very important. To avoid confusion, a valid notice is considered received as follows: (i) if delivered personally, it is considered received immediately; (ii) if delivered by email, it is considered received upon acknowledgement of receipt; (iii) if delivered by registered or certified mail (postage prepaid, return receipt requested), it is considered received upon receipt as indicated by the date on the signed receipt. If a party refuses to accept notice or if notice cannot be delivered because of a change in address for which no notice was given, then it is considered received when the notice is rejected or unable to be delivered. If the notice is received after 5:00pm on a business day at the location specified in the address for that party, or on a day that is not a business day, then the notice is considered received at 9:00am on the next business day.

9.5 Severability. This section deals with what happens if a portion of the Contract is found to be unenforceable. If that's the case, the unenforceable portion will be changed to the minimum extent necessary to make it enforceable, unless that change is not permitted by law, in which case the portion will be disregarded. If any portion of the Contract is changed or disregarded because it is unenforceable, the rest of the Contract is still enforceable.

9.6 Signatures. The Client and the Coach must sign this document using Bonsai's e-signing system. These electronic signatures count as originals for all purposes.

9.7 Governing Law. The validity, interpretation, construction and performance of this document shall be governed by the laws of the United States of America.

9.8 Entire Contract. This Contract represents the parties' final and complete understanding of this job and the subject matter discussed in this Contract. This Contract supersedes all other contracts (both written and oral) between the parties.



Acme LLC.

Corporation Corp.
Table of contents

Google Sheets is like your financial buddy, offering a bunch of budgeting templates to make planning a breeze. You’ve got your personal budget spreadsheet and monthly budget template to keep tabs on your cash and sort out your spending. And if you’re into knowing where every buck goes, the zero-based budget is your hero.

Intro to Google Sheets budget templates

Jumping into Google Sheets Budget Templates is like diving into a pool of online money management awesomeness. From a simple personal budget spreadsheet to fancy customizable budget planners, these tools are all about getting your budget categories straight.

Why Google Sheets rocks for budgeting

Choosing Google Sheets for budgeting is a no-brainer. It’s like having a Swiss Army knife for your finances, with all sorts of budgeting templates and online money management tools. You can whip up a personal budget spreadsheet that fits just right, and the customizable budget planner lets you slot in your own budgeting categories like a pro.

Why choose Google Sheets for budgeting


Google Sheets is a popular pick for budgeting thanks to its versatile budgeting templates, handy online money management tools, and a simple way to keep an eye on your finances. You can pick or whip up a personal budget spreadsheet that fits your needs, with customizable budget planners letting you add your own budgeting categories.

Use the monthly budget template to get a clear view of your income and expenses, whip up a budget plan, and stay on track with budget tracking features. A zero-based budget is also on the table. Plus, the budget calculator gives you the right numbers, boosting your monthly budget tracker skills and helping you manage your budget categories like a pro.

Review of Bonsai top tasks management

Bonsai emerges as a top contender in task management software, particularly with its budget template feature. It is a game-changer for professional service providers, consultants, and small business owners who aim to streamline their financial planning and project management. The platform's intuitive design and comprehensive features make it an indispensable tool for anyone looking to enhance their business operations.

1. User-friendly interface

One of the standout features of Bonsai is its user-friendly interface. Creating tasks and managing budgets is straightforward, thanks to the platform's clean layout and simple navigation. Even those new to financial planning will find it easy to get started with Bonsai's pre-made templates, which are designed to cater to various business needs.

2. Time tracking integration

The integration of time tracking with budget templates is another feature that sets Bonsai apart. By monitoring how much time is spent on each task, users can make informed decisions about project pricing and deadlines. This not only helps in creating more accurate budgets but also in improving overall project profitability.

Link to Resourcing

3. Project Management

Bonsai's project management capabilities are robust, allowing users to create tasks, set deadlines, and track progress all within the same platform. This centralized approach to project management ensures that nothing falls through the cracks and that all financial aspects of a project are considered.

Link to Resourcing

4. Financial Forecasting

With Bonsai, financial forecasting becomes less of a chore and more of a strategic advantage. The platform's AI-powered tools provide predictive analytics, which can be used to make educated guesses about future expenses and revenues. This helps in creating budgets that are not only realistic but also forward-thinking.

Link to Resourcing

5. Support and Resources

Bonsai is backed by robust support and a wealth of resources, including tutorials and help center, which enhance the overall experience. Users have access to a community and knowledge base that can help resolve any issues and improve their mastery of the software.

Overall, Bonsai is more than just a budgeting tool; it's a comprehensive solution that addresses the multifaceted needs of modern businesses. Its ability to combine project management, time tracking, financial forecasting, and client communication into one seamless experience makes it a valuable asset for anyone serious about taking their business to the next level. With Bonsai, you're not just planning for the present; you're preparing for a successful financial future.

Review of top Google Sheets budget templates

Google Sheets is dishing out some solid online money management tools to help you nail your financial game. You’ve got everything from a personal budget spreadsheet to a budget calculator, and a monthly budget template. These bad boys are all about giving you the reins to plan and manage your cash flow like a boss.

1. Simple budget planner

Got a sea of numbers to manage? No sweat. The customizable budget planner is your financial compass. It’s got all the budgeting categories you need to cover every corner of your cash flow. And if you’re into that zero-based budget thing, these templates have got you covered, making it a snap to whip up a personal budget spreadsheet and get your budget plan sailing smooth.

2. Monthly budget template

Feeling swamped by numbers? Chill, a monthly budget template is like having a financial GPS. It’s one of those nifty online money management tools that guides you through the budgeting jungle. With features like a budget planner, budget categories, and a budget calculator, you’re all set to find the perfect fit for your personal finance style, whether it’s a general template or a zero-based budget ninja.

3. Annual budget template

Planning your yearly dough doesn’t have to be a headache. With these versatile budgeting templates and online money management tools, you’re the captain of your financial ship. They’re packed with options for budgeting categories, a monthly budget template, and a personal budget spreadsheet—all customizable to fit your financial vibe and goals. And with the zero-based budgeting approach, you’re making sure every dollar is pulling its weight, trimming the fat and beefing up your savings.

4. Project budget template

Ready to build a rock-solid financial plan? These online money management tools are your financial toolkit. With budgeting templates that let you track your finances with precision, a personal budget spreadsheet becomes the cornerstone of a well-structured budget plan. Dive in, and you’ll see how easy it is to keep your project’s finances on point.

5. Event budget template

Throwing an event? Get your money matters sorted with a personal budget spreadsheet or a budget calculator. These templates are like your financial stage crew, making sure every dollar gets its spotlight in the right budgeting categories.

6. Marketing budget template

Crafting a marketing budget template is as crucial as your ad strategy. Whether it’s a personal budget spreadsheet or a customizable budget planner, these online tools are your campaign’s financial HQ, keeping your budget on track and every dollar accounted for.

7. Business budget template

Get down to business with budgeting templates that make financial planning a breeze. A personal budget spreadsheet helps you categorize your cash, and a monthly budget template keeps your financial records straight. Regular budget tracking with these tools means you’re always in control.

8. Personal budget template

Manage your money like a pro with a personal budget template. These online tools help you track your finances and categorize your spending. With a zero-based budget, you’ll know exactly where your money’s going, leading to smarter savings and spending.

9. Family budget template

Family budgeting doesn’t have to be a headache. Online tools and templates help you create a personal budget spreadsheet that aligns with your family’s financial goals. Start tracking consistently and watch your financial health improve.

10. Freelancer budget template

Freelancers, simplify your budgeting with a personal budget spreadsheet or a customizable budget planner. These tools help you track your finances and adapt your budget as your income changes, ensuring you’re always financially flexible.

How to pick the perfect Google Sheets budget template for your agency


Alright, let’s break it down. Picking the right Google Sheets budget template for your crew? It’s all about what you need. Looking for a way to manage your money online? Need a personal budget spreadsheet? Or maybe a budget planner that you can tweak? Kick things off by figuring out what you’re aiming for. Like, if you wanna watch your cash like a hawk, you might dig a detailed monthly budget tracker or go all-in on a zero-based budget.

Understanding your agency’s financial needs

Getting a grip on your agency’s financial needs is all about budgeting smartly. You’ve got these key budgeting templates, right? Personal budget spreadsheets, monthly budget templates—they’re your ticket to keeping your finances smooth and sorted. They’re aces for crafting slick budget plans, splitting up expenses into neat categories, and giving you the full picture of where your money’s at.

Assessing the complexity of the budget template

Now, the nitty-gritty of a budget template can swing a lot depending on what it’s packing and how you handle your cash. Budgeting categories are the heart of the template—they’re where you divvy up your dough for stuff like rent, food, fun, and more. The more you break it down, the more complex it gets. But hey, that’s where those online money management tools with customizable budget planners come into play. You can keep it simple with a basic monthly budget tracker or level up to something beefier like a personal budget spreadsheet or zero-based budget. The big picture? It’s all in the budget plan, part of the budget calculator, where you map out your future cash flow and line it up with your money goals. Just find that sweet spot where it’s not too tricky to keep up with, but still does the job.

Customizing Google Sheets budget templates for your agency

Hey, if you’re running an agency and wanna get your budgeting on point, Google Sheets budget templates are your go-to. They’re packed with stuff like a personal budget spreadsheet, budget planner, monthly budget template, and budget tracking to keep your finances in check.

Adding custom categories in budget templates

You know those online money management tools? They let you add your own categories in budget templates, which is pretty cool for tracking your cash flow your way. With a personal budget spreadsheet or a monthly budget template, you can make sure every penny is tracked just how you need it.

Integrating budget templates with other Google Sheets

Mixing your budgeting templates with other Google Sheets is a smart move for managing your money online. It’s like having a dashboard for your dough, making budget tracking a breeze. If you’ve got a customizable budget planner or a monthly budget tracker, hooking them up with your budgeting templates can seriously level up your financial game.

Conclusion: streamlining financial planning with Google Sheets budget templates

Wrapping it up, Google Sheets budget templates are a game-changer for financial planning. They come loaded with features like personal budget spreadsheets, budgeting templates, and a customizable budget planner. These bad boys help you track your finances like a pro and give you a crystal-clear view of your budget categories.

Whether you’re all about that zero-based budget life or just wanna keep tabs on your spending, Google Sheets has your back. They’re as handy as a budget calculator and make budgeting a piece of cake. So, if you wanna streamline your financial planning, Google Sheets budget templates are the way to go.

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Google sheets budget template

First Name
Last Name
Acme LLC.
First Name
Last Name
Corporation Corp.
First Name
Last Name
Acme LLC.
First Name
Last Name
Corporation Corp.