Catalog / Bundle · Best Value
Know your profit, who still owes you, what you can deduct, and what to set aside for taxes — from one download, without a subscription. Six spreadsheets built to work together, each with a Sample copy (filled in so you can see it working) and a Blank copy, plus a free phone version of every tool and a printable Quick-Start guide.
Six tools for $24.99, one-time — less than a single month of the bookkeeping + CRM software they replace. Yours forever, in Google Sheets or Excel.
Secure one-time checkout by Stripe — instant download. Also available on Etsy.
Who it's for: freelancers, contractors and sole proprietors who want the whole money side of the business in one folder — and want to stop guessing at the quarterly tax bill. Most owners live in the bookkeeping and invoice sheets weekly and open the estimator once a quarter.
Works in free Google Sheets or Microsoft Excel — your choice.
Includes a browser version so you can use it on the go.
Delivered the moment you buy. Nothing shipped.
If a formula doesn't work as described, we fix it or refund you.
Real screenshots of the dashboard, tabs, and the free phone version — this is exactly what you get.
Yes. In Sheets: File → Import → Upload → choose the workbook → Replace spreadsheet. In Excel, just open it. Every workbook has a Start Here tab, and the download includes a printable Quick-Start guide.
You type each quarter's net profit (or take it from the bookkeeping dashboard). The sheet applies 92.35% of profit to self-employment tax — 12.4% Social Security up to the 2026 wage base, applied cumulatively, plus 2.9% Medicare — takes the half-SE deduction, then adds your federal and state set-aside percentages. It is an organising estimate, not tax advice; confirm the final numbers with a tax professional.
Message me first and I will fix it, or refund you in full. Every formula was recomputed and compared to hand-worked numbers before the listing went live.
The thinking behind the tools — practical systems for money, home, and business.
The short answer is 25–30% of your net income — here's how to land on your exact percentage and never get surprised in April.
Self-EmployedEvery dollar of legitimate business expense you deduct is a dollar you don't pay tax on. Here's the full self-employed expenses list — and how to actually capture them.
Self-EmployedThe system that turns tax season from a lost weekend into a 10-minute export — track expenses as you go, sorted by category.
250+ ready-made tools for money, home, life, and business — each with a free phone-friendly version.
See all tools →Simple Monthly Budget and our Small Business Bookkeeping template (Google Sheets & Excel) — no signup, no wall, just the files. If you also want the occasional short note on pricing, bookkeeping and the money side of a small business, the list is here. No spam — unsubscribe anytime.