Fifteen tools in two lines: five finance workbooks any business can use, and nine operations dashboards each built for one trade. Every one is a single Google Sheet you copy into your own Drive and own outright. Custom builds are engineered per client.
Each one is built around a calculation a normal template does not attempt. One purchase, one file, no subscription.
Cash flow, receivables aging, bookkeeping and P&L, bills, and budget vs actuals. Cross-industry tools every small business needs whatever trade it is in, each a single file you copy into your own Drive and own outright. All five together are $49.99 against $104.95 bought one at a time.
What separates them from a normal template is that they take a position. Aging is measured from the due date rather than the issue date. Runway is calculated net of the tax you have already spent. A budget is pro-rated to today, so March is measured against March.
See the fiveSaved by taking all five together instead of one at a time
Days overdue where collectability falls off a cliff
A dispatch board for an HVAC contractor and a recall system for a dental practice are not the same product with different labels. These are built for one trade at a time: dispatch and fleet for home services, patient recall and utilisation for clinics, intake and pipeline for professional firms.
Nine are live and buyable today: HVAC, plumbing, roofing, landscaping, pressure washing, dental, med-spa, solo law firms and fractional CFOs. If your trade is not one of them, ask on the support page and we will tell you honestly whether it is worth building rather than promising a date.
See the nineWhen nothing off the shelf fits, the dashboard gets built around your numbers instead. Your accounts, your categories, your reporting period, and the specific decisions you keep having to make with incomplete information.
Margin by job or client, utilisation, cash runway, and the month-end view you currently rebuild by hand.
Several sites, several crews, shared inventory, and figures that have to roll up without three people re-keying them.
Sometimes it is not a whole dashboard, just one number nobody in the business can work out reliably. That is a fine place to start.
