The Owner's Toolkit — Bookkeeping, Pricing & Cash Flow Bundle

Busy all week, but unsure what you actually earned? The Owner's Toolkit brings together three Excel templates to help you track income and expenses, price your jobs, and plan your next 13 weeks of cash flow.

Digital download: three .xlsx Excel workbooks. No physical item will be shipped.

Built by a working shop owner with a bookkeeping background, for business owners who want clear answers without learning accounting software.

What's included

• Small Business Bookkeeping Kit: log what came in and what went out in ten minutes every Friday, and get a monthly profit picture automatically.
• Job Pricing & Breakeven Calculator: find what every job really costs, what to charge, and how many jobs it takes to cover the month.
• 13-Week Cash Flow Forecast: spot a potential cash crunch weeks ahead, while there's still time to act.

Format and compatibility

Instant digital download containing three .xlsx workbooks for use in your own business. Works in Excel 2010 or newer on Windows or Mac, including Microsoft 365.

The files can open in Google Sheets; full formula and feature compatibility in Google Sheets has not been verified.