The all-in-one Excel toolkit freelancers use to track income, manage invoices, estimate taxes, and plan financial freedom — without hiring an accountant.
One-time purchase. Instant download. Works in Excel & Google Sheets.
Why this toolkit
What's inside
Your command center. The moment you open the file, every key metric is visible — revenue, expenses, net profit, tax reserve, and savings rate. Updated live as you enter data.
Log every revenue stream by month across 8 categories. See which clients and products drive the most income — and plan your growth accordingly.
40 pre-labeled expense categories across 5 groups — software, marketing, operations, professional, and financial. Every potential tax deduction accounted for.
Log up to 50 invoices with client name, issue date, due date, amount, status, and notes. Instantly see total billed, collected, and outstanding.
The tool freelancers wish they had on Day 1. Auto-pulls your income and expenses, calculates self-employment tax, federal and state estimates, and tells you your quarterly reserve amount.
Define up to 6 savings goals — emergency fund, equipment, retirement, vacation — and see exactly how many months until you hit each target based on your real monthly surplus.
Enter your income target. The calculator works backwards through taxes, expenses, vacation days, and non-billable hours to give you a minimum and recommended hourly rate.
Who it's for
Pricing
No subscription. No upsells. Download it once and use it forever.
Questions
Join thousands of freelancers who stopped guessing and started growing with a simple spreadsheet.
Get the Complete Toolkit — $17📧 Instant download · Works in Excel & Google Sheets · One-time payment