Templates
Ready-made spreadsheets
Google Sheets & Excel, each with a free phone version. Buy direct or on Etsy.
Run clean books, track clients and deadlines, and give clients templates that hold up — free financial calculators plus bookkeeping and P&L spreadsheets.
Run the numbers in your browser — no signup. Each pairs with a ready-made spreadsheet.
Estimate self-employment tax, set-aside, and quarterly payments
Free toolenter your assets and liabilities to see total assets, total liabilities, owner's equity, and your current ratio instantly
Free toolenter revenue and cost to instantly see gross profit, profit margin %, and markup %
Google Sheets & Excel, each with a free phone version. Buy direct or on Etsy.
Specific answers with the formulas and examples behind the tools.
Categories, formulas, and a profit dashboard — a bookkeeping system you'll actually keep up with, no accounting software required.
Small BusinessA P&L is just Revenue − Costs = Profit over a period. Here are the exact rows and formulas to build one in Google Sheets or Excel — and how to read what it tells you.
Small BusinessYou can be profitable on paper and still bounce a payment. Cash flow is the timing of money in and out — here's how to see it coming.
Clean income-and-expense trackers and a profit-and-loss view clients can actually keep up with. Our bookkeeping template is built for exactly that, in Sheets or Excel.
Group income and expenses by category and subtract to get net profit, with subtotals by month. See the P&L in Google Sheets guide.
A client tracker with each client's status, tasks, and due dates keeps a book of business organized. Browse the catalog →
More: all free calculators · all industries · the full catalog.
Browse every tool and template in the shop — 250+ for money, home, life, and business.
Browse the full catalog →Subscribe and we'll email you our Simple Monthly Budget (Google Sheets & Excel, plus a phone version) — free. Then the occasional short note on pricing, bookkeeping, and the money side of a small business. No spam — unsubscribe anytime.
