The collection
Pick the job you want done
Each template does one job well. Type into the yellow cells and the rest works itself out.
Get paid
Freelance Invoice & Payment Tracker
Know who owes you, how much, and who's late. Status updates itself, and the dashboard shows cash collected and overdue at a glance.
- 300 invoice rows with automatic due dates
- Open, Partial, Overdue and Paid status
- Cash dashboard with per-client totals
$9one-time, .xlsx
Coming soon Taxes
Self-Employed Tax Set-Aside Calculator
Log income and expenses and see exactly how much to put aside each quarter, so tax time never surprises you.
- Quarterly profit worked out automatically
- Editable self-employment, income and state rates
- Suggested set-aside percentage
$9one-time, .xlsx
Coming soon Clients
Client & Project Tracker
Track every lead and project from proposal to done, with deadline alerts and your real hourly rate per job.
- Stage dropdowns and deadline warnings
- Effective hourly rate per project
- Pipeline value and win rate
$9one-time, .xlsx
Coming soon Pricing
Freelance Rate Calculator
Work out the hourly, day and retainer rates you actually need, counting taxes, costs, time off and unbilled hours.
- Minimum hourly rate from your income goal
- Day rate and retainer pricing
- Accounts for time off and admin hours
$7one-time, .xlsx
Coming soon Taxes
Business Expense & Mileage Log
Log every expense and business drive, see deductions by category, and catch missing receipts before tax time.
- 500 expense rows with category dropdowns
- Mileage log with editable per-mile rate
- Deductions summary and missing-receipt count
$9one-time, .xlsx
Coming soon Planning
12-Month Cash Flow Forecast
See a year of money in and money out, and spot a tight month before it arrives.
- Rolling 12-month view
- Lowest cash point warning
- Owner pay and tax set-aside built in
$9one-time, .xlsx
Coming soon