Toolkits
Excel toolkits that tell you what is wrong
Overview
Most templates are empty grids. These check your work: a rec that says when it does not tie, a channel that says it is losing money, a cleanup that says READY or NOT READY. Built by a bookkeeper, with a filled example and a blank copy of each.
Excel workbook
Month-End Close 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.
$19 · example and blank copies
Excel workbook
Sales-Channel Profit Tracker
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.
$24 · example and blank copies
Excel workbook
QuickBooks Cleanup Kit
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.
$29 · example and blank copies
Document pack
New Jersey Notary Starter Kit
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.
$29 · Word and PDF
Document pack
Bookkeeping Client Onboarding 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.
$39 · Word and PDF
Python scripts
Bookkeeper's Python Starter Scripts
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.
$39 · scripts and samples
Document pack
AI Prompt Pack for Bookkeepers and Notaries
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.
$19 · Word and PDF
Document pack
Small Business Website Starter
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.
$29 · files and setup guide
Document pack
Start a Mobile Notary Business in NJ: Guide
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.
$19 · Word and PDF
Document pack
Client Email Template Library
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.
$19 · Word and PDF
Document pack
Signing Agent Kit for Loan Signings
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.
$29 · Word and PDF
Excel workbook
Short-Term Rental Host Profit Tracker
Log each stay once and see occupancy, net per night and profit by month, with your platform fee, cleaning and fixed costs built in.
$24 · example and blank copies
Excel workbook
Contractor Job Costing Sheet
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.
$24 · example and blank copies
Excel workbook
Freelancer Income Tracker
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.
$19 · example and blank copies
Excel workbook
Restaurant Daily Sales and Cost Sheet
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.
$24 · example and blank copies
Bundle
Notary Business Bundle
Everything a new New Jersey notary needs to get set up and start taking appointments, including loan signings, in one download.
$59 · three products in one download
Bundle
Bookkeeper Practice Bundle
The documents, emails and prompts a solo bookkeeping practice reuses all year, in one download.
$59 · three products in one download
Python scripts
2026 Form 1040 & Schedule C Estimator (Python)
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.
$39 · scripts and samples
Python scripts
1099 vs W-2 Net Take-Home Simulator (Python)
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.
$29 · scripts and samples
Python scripts
Excel Consolidation & Markup Script (Python)
Combine entity trial balances, apply adjustments and intercompany eliminations, and hand a reviewer a workbook that recalculates and checks itself.
$39 · scripts and samples
Node.js script
Playwright Lead Extraction & Draft Skeleton Pipeline (Node.js)
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.
$49 · scripts and samples
Excel workbook
Solopreneur Multi-State Payroll & Tax Calendar Model
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.
$39 · example and blank copies
Excel workbook
Business Valuation & Three-Statement Cash Flow Forecaster
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.
$49 · example and blank copies
Excel workbook
Debt Avalanche & Amortization Matrix
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.
$24 · example and blank copies
Excel workbook
Financial Ratio Analysis Workbook
Enter three years of statements and see margins, liquidity, leverage and efficiency ratios side by side, with what each one means in plain English.
$29 · example and blank copies
Excel workbook
Small Business Loan-Readiness Workbook
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.
$39 · example and blank copies
Excel workbook
Recipe Costing and Menu Pricing Workbook
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.
$24 · example and blank copies
Document pack
Ratio and Proportion Worksheet Pack
About fifty original problems on printable pages, from writing a ratio to word problems, with every answer worked out in a separate key.
$9 · Word and PDF
Excel workbook
Rental Property Deal Analyzer
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.
$29 · example and blank copies
Excel workbook
13-Week Cash Flow Forecast
List what you expect to collect and pay, and see your cash balance each week, the lowest point and when it happens.
$29 · example and blank copies
Excel workbook
Break-Even and Pricing Workbook
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.
$24 · example and blank copies
Excel workbook
Monthly KPI Dashboard Workbook
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.
$29 · example and blank copies
Excel workbook
Baker's Percentage and Dough Scaling Workbook
Keep your formulas as baker's percentages, then scale to any batch in grams, ounces and pounds and see the hydration at a glance.
$19 · example and blank copies
Excel workbook
Gig Driver Income and Mileage Tracker
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.
$19 · example and blank copies
Excel workbook
Real Estate Agent Income and Expense Tracker
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.
$29 · example and blank copies
Excel workbook
Notary and Signing Agent Business Tracker
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.
$29 · example and blank copies
Excel workbook
Budget vs Actual Workbook
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.
$24 · example and blank copies
Bundle
Business Planning Bundle
Plan the cash, set the budget, price for profit and watch the monthly numbers, in four workbooks that use the same plain method.
$79 · three products in one download
Excel workbook
HOA and Condo Association Books
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.
$39 · example and blank copies
Excel workbook
Inventory Tracker and Reorder Workbook
Log what comes in and goes out and see what you have, what it is worth, what to reorder and what has not sold.
$34 · example and blank copies
Excel workbook
Sole Proprietor Tax-Time Organizer
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.
$24 · example and blank copies
Excel workbook
Nonprofit Treasurer's Workbook
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.
$39 · example and blank copies
Excel library and CSV files
Chart of Accounts and QuickBooks Import 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.
$24 · example and blank copies
Word templates
Small Business Letter and Notice Templates
Fill in the brackets and send: the invoices, reminders and letters small businesses, landlords, associations and nonprofits write over and over.
$19 · files and guide
Excel workbook
Landlord Rent Roll and Property Income Workbook
See what each unit owes and has paid, which leases end soon and what each property really earns after expenses.
$29 · example and blank copies
Bundle
Landlord Bundle
Run the numbers before you buy, track rent and expenses once you own, and hand your preparer a clean summary at year end.
$69 · three products in one download
Bundle
Driver and Side Hustle Bundle
Track what you earn and drive, get your records ready for your preparer, and have the invoices and reminders ready to send.
$49 · three products in one download
Bundle
Product Seller Bundle
Know what you have, price it to make money, and check each month against your plan.
$65 · three products in one download
Excel workbook
Home Buying Cost and Affordability Planner
Put in your income, debts and savings, then compare homes on the real monthly cost and the cash you need on closing day.
$19 · example and blank copies
Excel workbook
Net Worth and Savings Goals Tracker
Record your balances once a month and watch your net worth, your goals and your debts change over the year.
$14 · example and blank copies
Excel workbook
Car Buying and Total Cost Comparer
Compare cars on what they really cost over the years you will keep them, not just the monthly payment.
$14 · example and blank copies
Excel workbook
Home Project and Renovation Budget Tracker
Know what the project is likely to cost before the last bill arrives: estimates, quotes, payments and a cushion in one place.
$19 · example and blank copies
Excel workbook
Family Records and Important Documents Organizer
Write down where things are and who to call, so your family is not hunting for papers in an emergency.
$14 · example and blank copies
Excel workbook
Household Budget and Bill Calendar
Give every dollar a job, track what actually happened, and see which bills land in which month.
$19 · example and blank copies
Excel workbook
Roommate Shared Expenses and Settle-Up Workbook
Everyone logs what they paid. The workbook shows who owes whom and how to settle in a few payments.
$14 · example and blank copies
Bundle
Household Money Bundle
Plan the month, see where you stand over time and keep track of where important papers are.
$39 · three products in one download
Bundle
Contractor Business Bundle
Price jobs to a margin, put the terms in writing, know your break-even and have your records ready at tax time.
$89 · three products in one download
Bundle
Owner-Operator Trucking Bundle
Know your cost per mile, have your records ready for the preparer and see when cash runs tight.
$69 · three products in one download
Bundle
Short-Term Rental Host Bundle
See which property earns money, check a deal before you buy, track improvements and have your records ready at tax time.
$75 · three products in one download
Bundle
Food Business Bundle
Cost each dish, watch food and labor each week, know what to reorder and scale formulas to any batch.
$75 · three products in one download
Bundle
Freelancer Launch Bundle
Track income, keep leads moving, put the terms in writing and write down how you work.
$89 · three products in one download
Bundle
Home and Big Purchase Bundle
Compare the real cost of a home or a car, budget the work, and see how a debt gets paid off.
$55 · three products in one download
Bundle
Nonprofit Treasurer Bundle
Track funds, report against the budget and start the books with a sensible account list.
$65 · three products in one download
Bundle
Shared Living and Holidays Bundle
Settle shared costs fairly, set the gift total first and give every dollar a job.
$35 · three products in one download
Bundle
Signing Agent Business Bundle
Run the job, know what it nets and prepare clients for in-person and remote signings.
$65 · three products in one download
Excel workbook
Holiday and Gift Budget Tracker
Set the total first, track every gift, and see what is left before the holiday arrives.
$14 · example and blank copies
Excel workbook
Multi-Property Short-Term Rental Host Tracker
Know which property earns money, which months are slow and what rate you need.
$29 · example and blank copies
Excel workbook
Owner-Operator Trucking Income, Expense and Fuel-Tax Log
Know your cost per mile, which loads pay, who owes you and the miles and gallons by state for your quarterly return.
$39 · example and blank copies
Excel workbook
Contractor Estimating and Job Costing Workbook
Price with a target margin, track costs as they happen and see which jobs make money.
$39 · example and blank copies
Excel workbook
Accounting Student Study Workbook
Type the entries, see the statements update and check your work against the answer key.
$19 · example and blank copies
Notion import files
Freelance / LLC Operations Hub (Notion-Ready Files)
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.
$39 · files and setup guide
Local app
Solopreneur CRM & Lead Desk (Local App + Notion Files)
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.
$39 · files and setup guide
Notion import files
SOP Library for Bookkeeping & Digital Services (Notion-Ready)
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.
$29 · files and setup guide
Document pack
Independent Contractor & Client Engagement Agreement Pack
The agreements a solo practice reuses, in plain English with marked blanks and notes on what to check with your own lawyer.
$39 · Word and PDF
Document pack
Remote Online Notarization & Loan Signing Client Guide
Hand clients a clear guide before the appointment and follow a checklist during it, so sessions start prepared and finish clean.
$29 · Word and PDF
Bundle
Business Finance Ratios Bundle
Read your statements, check the ratios a lender looks at, and model where the business could go, in three linked-by-method workbooks.
$89 · three products in one download
Bundle
Solopreneur Money Toolkit
Estimate the tax, compare the offer, keep the calendar and run the business from one organized set of files.
$99 · three products in one download
Bundle
All three for $59
Month-End Close Workbook, Sales-Channel Profit Tracker and QuickBooks Cleanup Kit. Bought separately they are $72.
See the bundleSets
Not sure which workbook?
See the workbook sets built around one kind of work, such as contractors, truckers, rental hosts, freelancers and nonprofit treasurers.
Which set fits what you doFree
Month-End Close Checklist (PDF)
The five-day close, one page to print. Enter your email and we send a link to confirm it is yours, then the download. We may email you about new toolkits, and every email has an unsubscribe link.
What you get
- Excel workbooks with working formulas, not pasted numbers
- A filled example so you can see how it works, and a blank copy for your own numbers
- A download link by email, right after payment
Good to know
- Built for Excel and tested in LibreOffice. It should open in Google Sheets, but not every feature is tested there.
- They organize your numbers. They are not accounting, tax or legal advice.
- One business, your own use. Please do not resell or share the files.