Every toolkit and template pack, one membership

What you get

• Month-End Close Workbook (Excel workbook): A real month-end close in one Excel file. It tells you when a rec does not tie, which variances still need an answer, and when the period is ready to lock.
• Sales-Channel Profit Tracker (Excel workbook): Which channel makes you money, and which one only looks busy? Sales minus cost of goods, shipping, platform and card fees and event costs, by channel, by event and by month.
• QuickBooks Cleanup Kit (Excel workbook): A structured way to clean up books that got away from you, and a status page that says plainly whether they are ready for tax prep or a lender.
• New Jersey Notary Starter Kit (Document pack): The paperwork a new notary has to build from scratch, ready to print or edit: a journal laid out for what New Jersey's manual says to record, checklists, forms and client emails.
• Bookkeeping Client Onboarding Pack (Document pack): The documents a solo bookkeeper writes again for every new client, drafted once: what to ask, what to agree in writing, and what to request each month.
• Bookkeeper's Python Starter Scripts (Document pack): Three small, readable Python scripts that do chores bookkeepers repeat by hand, with sample files so you can see each one work before using your own data.
• AI Prompt Pack for Bookkeepers and Notaries (Document pack): Forty prompts you paste into an AI chat assistant and fill in, written for the chores a small bookkeeping or notary business repeats, with a page on what not to paste in.
• Small Business Website Starter (Document pack): A fast, mobile-friendly one-page site you edit in a text editor and host anywhere, with the sections a local service business needs and a plain setup guide.
• Start a Mobile Notary Business in NJ: Guide (Document pack): A plain-language guide to getting commissioned in New Jersey and setting up a mobile notary business, with the state's rules cited and a first-month plan.
• Client Email Template Library (Document pack): Thirty editable emails for the awkward and repetitive messages a service business sends, from late-payment reminders to price increases, in a polite, direct voice.
• Signing Agent Kit for Loan Signings (Document pack): The next step after the starter kit: a checklist for the whole loan signing, a call script that heads off problems, a worksheet that shows what a job really nets, and ready messages.
• Short-Term Rental Host Profit Tracker (Document pack): Log each stay once and see occupancy, net per night and profit by month, with your platform fee, cleaning and fixed costs built in.
• Contractor Job Costing Sheet (Document pack): Tag every cost and invoice to a job and see each job's margin, cost mix and balance owed, with a flag when costs are catching up to the contract.
• Freelancer Income Tracker (Document pack): Record each payment and expense and see monthly net, a tax set-aside at the percentage you choose, and how much of your income comes from each client.
• Restaurant Daily Sales and Cost Sheet (Document pack): Log each day's sales and cash count, add the week's food purchases and labor, and see whether food and labor are inside your own targets.
• 2026 Form 1040 & Schedule C Estimator (Python) (Document pack): Type in revenue and expenses and see profit, self-employment tax, taxable income, federal tax and what to pay each quarter, from a script you run locally with no subscription.
• 1099 vs W-2 Net Take-Home Simulator (Python) (Document pack): See what a contract offer is really worth against a salary: federal tax, payroll tax, self-employment tax and state tax side by side, and the 1099 amount that matches your W-2 take-home.
• Excel Consolidation & Markup Script (Python) (Document pack): Combine entity trial balances, apply adjustments and intercompany eliminations, and hand a reviewer a workbook that recalculates and checks itself.
• Playwright Lead Extraction & Draft Skeleton Pipeline (Node.js) (Document pack): A clean, local-first script that respects robots.txt, goes slowly, keeps business addresses only, and never sends anything: you rewrite each draft before it goes out.
• Solopreneur Multi-State Payroll & Tax Calendar Model (Document pack): One workbook for the dates you cannot miss, the payroll math behind them and the cash they will take, for a small employer or a solo owner with a few people.
• Business Valuation & Three-Statement Cash Flow Forecaster (Document pack): Enter last year and a few drivers; get linked statements that balance, a DCF value, and a grid showing how much the answer moves with your assumptions.
• Debt Avalanche & Amortization Matrix (Document pack): Enter your debts and one monthly amount and see the order, the dates and the interest you avoid, in a file that never connects to your bank.
• Financial Ratio Analysis Workbook (Document pack): Enter three years of statements and see margins, liquidity, leverage and efficiency ratios side by side, with what each one means in plain English.
• Small Business Loan-Readiness Workbook (Document pack): See debt service coverage, current ratio and debt-to-equity before the bank does, and keep track of the documents a lender will ask for.
• Recipe Costing and Menu Pricing Workbook (Document pack): Enter what you pay for ingredients and what each recipe uses, then see the cost per portion and the price that reaches your target food cost.
• Ratio and Proportion Worksheet Pack (Document pack): About fifty original problems on printable pages, from writing a ratio to word problems, with every answer worked out in a separate key.
• Rental Property Deal Analyzer (Document pack): Enter the price, financing, rent and expenses and see cash flow, cap rate, cash-on-cash return and coverage, with best, expected and worst cases side by side.
• 13-Week Cash Flow Forecast (Document pack): List what you expect to collect and pay, and see your cash balance each week, the lowest point and when it happens.
• Break-Even and Pricing Workbook (Document pack): Enter your fixed costs and what each product or service costs and sells for, then see the sales you need and the price that reaches your target margin.
• Monthly KPI Dashboard Workbook (Document pack): Type in each month's revenue, costs, receivables and cash, then pick a month and see the KPIs and charts that matter, with change from last month and the same month last year.
• Baker's Percentage and Dough Scaling Workbook (Document pack): Keep your formulas as baker's percentages, then scale to any batch in grams, ounces and pounds and see the hydration at a glance.
• Gig Driver Income and Mileage Tracker (Document pack): Log each day by platform and see what you really earn per mile and per hour, which platform pays best, and how much to set aside for taxes.
• Real Estate Agent Income and Expense Tracker (Document pack): Enter each closing and see your net commission after the brokerage split, fees and referral, what each lead source really earned you, and what to set aside.
• Notary and Signing Agent Business Tracker (Document pack): Log each job and see revenue by type, who still owes you and for how long, what each mile cost you, and what to set aside for taxes.
• Budget vs Actual Workbook (Document pack): Set a budget for each income and expense line, enter your actuals as the months close, and see what is over, what is under and where the year is heading.
• HOA and Condo Association Books (Document pack): Track who has paid dues and who is behind, compare spending to the budget, follow the reserve fund and hand the board a one-page report.
• Inventory Tracker and Reorder Workbook (Document pack): Log what comes in and goes out and see what you have, what it is worth, what to reorder and what has not sold.
• Sole Proprietor Tax-Time Organizer (Document pack): Gather everything your tax preparer will ask for in one place, spot 1099s that do not match your records, and hand over a clean one-page summary.
• Nonprofit Treasurer's Workbook (Document pack): Record income and spending by fund, see what each restricted fund still holds, catch gifts that still need a thank-you letter, and give the board a one-page report.
• Chart of Accounts and QuickBooks Import Pack (Document pack): Start your books with an account list built for your type of business, instead of the generic default, and compare it with the accounts you already have.
• Small Business Letter and Notice Templates (Document pack): Fill in the brackets and send: the invoices, reminders and letters small businesses, landlords, associations and nonprofits write over and over.
• Landlord Rent Roll and Property Income Workbook (Document pack): See what each unit owes and has paid, which leases end soon and what each property really earns after expenses.
• Home Buying Cost and Affordability Planner (Document pack): Put in your income, debts and savings, then compare homes on the real monthly cost and the cash you need on closing day.
• Net Worth and Savings Goals Tracker (Document pack): Record your balances once a month and watch your net worth, your goals and your debts change over the year.
• Car Buying and Total Cost Comparer (Document pack): Compare cars on what they really cost over the years you will keep them, not just the monthly payment.
• Home Project and Renovation Budget Tracker (Document pack): Know what the project is likely to cost before the last bill arrives: estimates, quotes, payments and a cushion in one place.
• Family Records and Important Documents Organizer (Document pack): Write down where things are and who to call, so your family is not hunting for papers in an emergency.
• Household Budget and Bill Calendar (Document pack): Give every dollar a job, track what actually happened, and see which bills land in which month.
• Roommate Shared Expenses and Settle-Up Workbook (Document pack): Everyone logs what they paid. The workbook shows who owes whom and how to settle in a few payments.
• Holiday and Gift Budget Tracker (Document pack): Set the total first, track every gift, and see what is left before the holiday arrives.
• Multi-Property Short-Term Rental Host Tracker (Document pack): Know which property earns money, which months are slow and what rate you need.
• Owner-Operator Trucking Income, Expense and Fuel-Tax Log (Document pack): Know your cost per mile, which loads pay, who owes you and the miles and gallons by state for your quarterly return.
• Contractor Estimating and Job Costing Workbook (Document pack): Price with a target margin, track costs as they happen and see which jobs make money.
• Accounting Student Study Workbook (Document pack): Type the entries, see the statements update and check your work against the answer key.
• Freelance / LLC Operations Hub (Notion-Ready Files) (Document pack): A connected set of databases and routines for running a solo business, ready to import and adjust, with a property guide that tells you each setting.
• Solopreneur CRM & Lead Desk (Local App + Notion Files) (Document pack): Open one file and keep your leads, see who needs a follow-up today, and let the next date set itself when you log what you did, with nothing uploaded anywhere.
• SOP Library for Bookkeeping & Digital Services (Notion-Ready) (Document pack): The routines of a solo practice, written down once: steps, when, how you know it is done, and a change log, ready to edit and import into Notion.
• Independent Contractor & Client Engagement Agreement Pack (Document pack): The agreements a solo practice reuses, in plain English with marked blanks and notes on what to check with your own lawyer.
• Remote Online Notarization & Loan Signing Client Guide (Document pack): Hand clients a clear guide before the appointment and follow a checklist during it, so sessions start prepared and finish clean.

Members also get every paid calculator and Python script (the whole Financial Suite and Personal Finance Suite) at no extra charge, including: NPV, IRR and payback, WACC, Altman Z-score, operating leverage and Black-Scholes. Each is also sold on its own.

New releases are included as they are added. See the individual pages on the toolkits page.