FOR FREELANCERS, AGENCIES & SMALL BUSINESSES
Get your numbers in order. Without the headache.
Six ready-to-use spreadsheet templates for tracking income, expenses, taxes and invoices — no formulas to write, no subscriptions, no disconnected files.
The way you're doing this today is probably costing you time
WITHOUT A SYSTEM
- × Different spreadsheets that don't talk to each other
- × You find out what you owe in taxes at year end
- × Invoices built from scratch, every single time
- × No real idea of your margin on each project
WITH THE TOOLKIT
- ✓ One connected system, dashboards that talk to each other
- ✓ Tax reserve calculated automatically, every month
- ✓ Invoice ready in 2 minutes, tax already calculated
- ✓ Margin per client/product always visible
Pick a single template, or get them all
Every file comes pre-filled with demo data, so you can see exactly how it works before you touch a thing.
Income & Tax Tracker
Log every sale and see your tax reserve and net profit on a live dashboard.
Agency Profit Engine
Work out the hourly rate and revenue you need to hit your income goal.
Cash-Flow & Tax Manager
Full income/expense log with VAT, a client tracker and automatic annual projections.
E-Commerce Profit Tracker
Multi-channel sales (Etsy, Amazon, your site), inventory and per-product profit calculator.
Invoice & Quote Generator
Professional invoices with automatic tax calculation and a full payment-status log.
Annual Budget & Tax Planner
12-month budget, quarterly tax estimates and yearly goals in a single view.
From zero to running in three steps
You purchase
You get a PDF guide right away, with a direct link to every template.
You copy the file
One click and the template saves to your own Google Drive, ready to use.
You customize it
Open the "Settings" tab, add your tax rate and business name. Done.
All 6 templates, one connected system
From your first logged client to planning your entire tax year — everything connected, everything already set up so you can start today.
What you're probably wondering
Do I need Excel or is Google Sheets fine?
Both work. Download the file, or make a direct copy in Google Sheets — they behave identically.
Will this work for my country's tax system?
Yes — tax rate and currency are editable settings in every file, on the "Settings" tab.
Do I need to know how to write formulas?
No. Every formula is already built in: you just fill in the blue cells, everything else calculates itself.
Can I use this for multiple clients or projects?
Yes, for personal or professional use across multiple projects. Reselling the file itself is not permitted.