Catalog / Bundle · Best Value
Run your whole back office from one folder. Bookkeeping, invoicing, mileage, a client CRM, and expense reports — five connected templates that share the same clean system, so nothing falls through the cracks. One download, one-time purchase — no five separate subscriptions.
Five tools for $24.99 — less than the price of two bought on their own, and far less than a month of the accounting + 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 solo owners who want their whole money-and-clients admin in one place — without juggling five apps and five monthly bills. Most owners live in the bookkeeping and invoicing sheets daily and grow into the rest; they're all in one download, so you have them the day you need them.
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.
Five connected Google Sheets & Excel templates: bookkeeping (income, expenses, live profit), an invoice tracker (paid vs. owed), a mileage log (automatic deduction total), a client CRM (lead → quote → won/lost pipeline), and an expense report — plus a free phone version of each.
Yes — the five tools together are $24.99, less than the price of two of them bought on their own. It's the best value in the shop.
Most solo owners use the bookkeeping and invoice trackers daily and grow into mileage, the CRM, and expense reports over time. Because it's one download, you already have them the day you need them — no second purchase.
One-time. You buy it once and it's yours forever, in Google Sheets or Excel — no monthly fee, ever. Every workbook's formulas are verified before launch and backed by our formula guarantee.
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 →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.