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Organization help

Get out of the notebook and into something you can actually use.

Simple custom Excel or Google Sheets templates built around how your business actually works: trackers, checklists, intake sheets, price lists, and light planning tools.

Business Templates & Spreadsheets

Starting at $49

Priced by how involved the template is.

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Who this is for

This is probably you if…

  • You track jobs, clients, or inventory on paper or in your head
  • You want one sheet instead of six half-finished ones
  • You need a simple price list or estimate sheet you can send
  • You want to see money in and money out without buying software

What is included

What you get for Starting at $49

  • Client, job, or lead tracking logs
  • Checklists and standard operating steps
  • Intake sheets and questionnaires
  • Price lists and simple estimate sheets
  • Inventory or supply trackers
  • Basic budget and cash-flow planning templates
  • Built in Excel or Google Sheets, whichever you use
  • A short walkthrough of how to use and update it

What is not included

Where the line is

  • This is organizational and template help only
  • Not bookkeeping, tax, accounting, payroll, legal, or financial advice
  • No connection to your bank, payroll, or accounting software

Straight answers

  • This is organizational and template help only.
  • It is not bookkeeping, tax, accounting, payroll, legal, or financial advice.
  • Pricing starts at $49 and depends on how involved the template is. We quote before starting.

How it works

Four simple steps

  1. 01

    Tell us the job

    What you are tracking now and what keeps slipping through.

  2. 02

    We draft it

    A first version built around your real workflow, not a generic sheet.

  3. 03

    You try it

    Use it on real work and tell us what to change.

  4. 04

    You keep it

    The file is yours, editable, with a walkthrough of how it works.

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Get started with Business Templates & Spreadsheets

Nothing is charged on this page. We confirm the scope and price by email first.

Questions people ask

Is this bookkeeping or accounting?
No. We build organizational templates and trackers. We do not provide bookkeeping, tax, accounting, payroll, legal, or financial advice.
Why is the price a starting price?
A one page checklist and a multi-tab job tracker are very different builds. We confirm the exact price in writing before any work starts.
Excel or Google Sheets?
Whichever you already use. Tell us and we build in that format.
Can you connect it to my bank or accounting software?
No. These are standalone templates you fill in yourself.
Do I own the file?
Yes. The template is yours, fully editable, and you can copy or change it however you want.

Not sure this is the right piece?

Tell us what you are trying to fix and we will point you at the right service, even if it is a smaller one.

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