Excel workbooks for Bookkeepers.
For the bookkeeper serving multiple clients from one desk.
Bookkeeping is a service business where every client is a mini-business you also have to run. Client onboarding, monthly closes, tax prep handoffs, and your own P&L on top. These workbooks handle the meta-layer.
Bookkeepers face client-per-hour math, retainer versus hourly pricing, client acquisition cost (usually referral, but still tracked), and the year-end tax handoff process. Plus continuing education (CPE hours), software subscriptions (QBO, Xero), and the E&O insurance that any client-facing service business needs.
Side Hustle Income Expense Tracker
Multiple income streams, time-per-hustle log, quarterly tax estimates, and an ROI comparison, the second job, on record.
$8.63Monthly Bill Organizer Payment Tracker
Due dates, payment methods, a subscription audit tab, and an annual expense forecast, nothing slips through.
$8.63Annual Goals
Twelve months of intention, goal areas, quarterly check-ins, and a year-end reflection that carries forward what held.
$8.63Goals and Intentions
Annual intentions broken into quarterly actions, a weekly check-in, and a reflection tab, clarity on what actually matters.
$8.63Job Search Application Tracker
Applications, interview stages, offer comparisons, and a networking log, the search, managed like a pipeline.
$8.63
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