--- title: "Notary & Signing Agent Business Tracker (Excel) | MCC" description: "Excel workbook for notaries and loan signing agents: track jobs and what each client owes, mileage at the rate you enter, business expenses, revenue by job…" url: "https://mcc-solutionsnj.com/toolkits/notary-signing-agent-business-tracker" --- Excel workbook # Notary and Signing Agent Business Tracker: Jobs, Mileage, Receivables and Tax Set-Aside in Excel 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** one time · 14-day full refund · example and blank copies · download link by email Buy now, $29 Try the free starter 🌙 The desk is asleep. The store never is. Every kit and ebook downloads the moment you pay, day or night. Questions get answered after we open in the morning. [Browse the store](/toolkits) Who it is for Mobile and remote notaries and loan signing agents who work for themselves and want to see the business side clearly. Not the right fit if You need your official notary journal: this tracks the business side only and is not a notary journal. Why it is different - It shows who has not paid you and how long it has been, which is where signing agents lose the most money. - The mileage rate and your state's fee cap are inputs you set, so nothing goes stale when rules change. - A filled example for an invented part-time notary and a blank copy with working formulas. What is inside - **Start Here.** Purpose, which cells to fill in, and a plain note that this is not a notary journal. - **Setup.** Tax year, your mileage rate and fee cap per act as inputs, your set-aside percentage, job types and clients. - **Jobs.** One row per job: client, type, acts, fees, miles, print and supply costs, invoice and paid dates, with total revenue and status. - **Expenses.** Insurance, bond, commission fees, supplies, software, training and other costs by category. - **Monthly.** Twelve months of jobs, acts, revenue by job type, mileage deduction, costs, net profit and revenue per job and per mile. - **Receivables.** Unpaid invoices by client, with 0 to 30, 31 to 60 and over 60 day buckets. - **Quarterly Set-Aside.** Net profit by quarter, the amount to set aside, what you paid, and the usual estimated payment dates as reminders. - **Checks.** Jobs without dates, payment dates before invoice dates and fees above the cap you entered, as a prompt to review. A look inside ## Example data, real formulas [![Monthly tab of the Notary and Signing Agent Business Tracker, with example data](/img/toolkits/notary-signing-agent-business-tracker/a.png)](/img/toolkits/notary-signing-agent-business-tracker/a.png) Monthly tab with example data. Made-up numbers. [![Jobs tab of the Notary and Signing Agent Business Tracker, with example data](/img/toolkits/notary-signing-agent-business-tracker/b.png)](/img/toolkits/notary-signing-agent-business-tracker/b.png) Jobs tab with example data. Made-up numbers. Get it ## Notary and Signing Agent Business Tracker Or pay with PayPal Uses the email and terms box above. You get the same download link by email. ZIP code (for sales tax) Want every toolkit? The [toolkit membership](/membership) includes all of them, with a lower rate if you pay yearly. Get every update for a year, $29: the [Yearly Updates Pass](/updates-pass?kit=notary-signing-agent-business-tracker) gives you each refreshed edition we release of the kits you own. One payment, no automatic renewal. Delivered as a zip with a filled example and a blank copy. Built for Excel, tested in LibreOffice; it should open in Google Sheets but not every feature is tested there. For one business, your own use. General information, not accounting, tax or legal advice. This is NOT a notary journal. Notaries must keep the official journal their state requires; in New Jersey, see the Notary Public Manual. This workbook tracks the business side only. A tracking aid, not tax or legal advice. Partial payments on a job are not tracked, and quarters follow the calendar rather than the IRS payment periods. Payment is handled by Stripe. If a file will not open or something looks wrong, reply to your order email and we will make it right. Ways to get it ## Just this kit, or more This kit **$29 one time** Notary & Signing Agent Business Tracker. Buy this kit The set **$65 one time** 3 kits including this one, $22 less than buying them separately. [See the set](/toolkits/signing-agent-business-bundle) Membership **$29 a month** Every kit and document pack in the store, including new ones. Cancel any time. [See the membership](/membership) Questions ## Common questions **What do I get and how is it delivered?** The Notary & Signing Agent Business Tracker as two Excel files in one zip: a filled-in EXAMPLE so you can see every tab working, and a BLANK copy for your own numbers, plus a README. The download link arrives by email after payment. **Will it open on a Mac, Google Sheets or my phone?** Built for Excel and tested in LibreOffice, which runs on Mac and Windows; it should open in Google Sheets, but not every feature is tested there. Phone spreadsheet apps are not tested. If a file will not open or something looks wrong, reply to your order email and we will make it right. If it is not right for you, email us within 14 days of buying for a full refund. **Is this legal or tax advice?** A tracking aid, not tax or legal advice. **Is it the right fit for me?** It is made for mobile and remote notaries and loan signing agents who work for themselves and want to see the business side clearly. Skip it if you need your official notary journal: this tracks the business side only and is not a notary journal. Free starter ### Try a free one-tab version first A small working Excel file with the same kind of math, filled with made-up example numbers you can type over. We send one confirmation email, and no series follows. Rather hand it off? ### We can keep the books for you each month If tracking this yourself is more than you want to take on, we do monthly bookkeeping in QuickBooks, Xero or Excel. Tell us what you use and what is behind, and we reply with a written quote after a short review of your books. No obligation. [Get a bookkeeping quote](/bookkeeping/#interest) [Free books health check](/bookkeeping/health-check) Prefer to keep it yourself but want a hand getting started? [Book a 45 minute setup session](/workbook-setup-session) ($65). Buy it with the others [Bundle ### Signing Agent Business Bundle This product plus 2 more, in one download. $65 instead of $87 separately](/toolkits/signing-agent-business-bundle)[### 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](/toolkits/month-end-close-workbook) ## More bookkeeping and business toolkits - [Nursing and Healthcare Resume Template Pack](/toolkits/nursing-healthcare-resume-template-pack) $15 - [Ohio Employer Compliance Kit 2027](/toolkits/ohio-employer-compliance-kit-2027) $19 - [Ohio Landlord Compliance Kit](/toolkits/ohio-landlord-compliance-kit) $19 - [Ohio Small Claims Court Kit](/toolkits/ohio-small-claims-court-kit) $19 - [Ohio Unemployment Checklist](/toolkits/ohio-unemployment-checklist) $15 - [Oklahoma Employer Compliance Kit 2027](/toolkits/oklahoma-employer-compliance-kit-2027) $19 [See every toolkit and document pack](/toolkits/all) ## Rather have someone do the books? [Get a Bookkeeping Quote](/bookkeeping/#interest)[Call (908) 444-6373](tel:+19084446373)