Tools

Tools that make the numbers make sense

A free interactive calculator plus the Excel workbooks we built for the Understanding the Numbers workshop — practical, plain-language, and ready to use.

Free · Available now

Product Offering Mix — A Profit Calculator

Enter your monthly profit goal, average profit per customer, and up to three offerings. See four different sales mixes that reach your goal, compare how many customers each takes, and find the combination that fits your capacity.

Open the Calculator

Workshop workbooks

Formula-driven Excel workbooks you can buy individually. Open one, enter your figures, and the summaries, dashboards, and break-even points calculate themselves.

Excel workbook

$14.99

Startup Financial Planning Playbook

Map what it actually costs to open the doors, how much funding you need, and what the first twelve months look like before you commit a dollar.

  • Start Here
  • Startup Costs
  • Funding Needs
  • 12-Month Projection
  • Milestones
Buy now — $14.99

Secure checkout through QuickBooks. The Excel file is delivered to you after purchase.

Excel workbook

$14.99

Annual Budget & Finance Dashboard

Log income and expenses as they happen and watch a month-by-month summary and dashboard build itself, so you always know where you stand against budget.

  • Setup
  • Income Log
  • Expense Log
  • Monthly Summary
  • Dashboard
Buy now — $14.99

Secure checkout through QuickBooks. The Excel file is delivered to you after purchase.

Excel workbook

$14.99

Cash Flow Runway Tracker

Track cash in and cash out, see a rolling balance, and get a straight answer to the question that keeps owners up at night: how many months of runway do I have?

  • Setup
  • Cash Log
  • Rolling Balance
  • Runway
Buy now — $14.99

Secure checkout through QuickBooks. The Excel file is delivered to you after purchase.

Excel workbook

$14.99

Pricing, Break-Even & Profit Worksheets

Find the true cost of each offer, price it with margin built in, learn the exact point where you break even, and back into the profit you want to take home.

  • Cost Per Offer
  • Pricing Calculator
  • Break-Even
  • Profit Goal Planner
Buy now — $14.99

Secure checkout through QuickBooks. The Excel file is delivered to you after purchase.

Best value

Bundle

Founder's Financial Toolkit

All four workshop workbooks plus a bundle-exclusive Small Business Bootcamp workbook — five tools for less than four bought separately.

  • Startup Financial Planning Playbook
  • Annual Budget & Finance Dashboard
  • Cash Flow Runway Tracker
  • Pricing, Break-Even & Profit Worksheets
  • Small Business Bootcamp Workbook (bundle exclusive)

$49.99

One-time — five workbooks

Buy the ToolkitSee what's inside

Want help applying what the tool shows you?

A calculator can point to the right mix. We can build the bookkeeping and reporting that keeps you on track month after month.