Finance Tracker | Tax Trackers, Profit-and-Loss Calculators, and Client Onboarding
$40.00
Sale price
$40.00
Regular price
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Finance Tracker | Tax Trackers, Profit-and-Loss Calculators, and Client Onboarding
$40.00
Sale price
$40.00
Regular price
- Dashboard — live KPIs (income, expenses, profit, taxes owed, unpaid invoices, active clients) + a monthly income-vs-expense chart, all pulled automatically
- Income Tracker & Expense Tracker — 300 rows each, category dropdowns (expense categories match IRS Schedule C), status color-coding
- P&L Statement — monthly + annual profit/loss, auto-calculated via SUMIFS, no manual entry
- Quarterly Tax Estimator — self-employment tax + income tax estimate for each real IRS due date (Apr 15 / Jun 15 / Sep 15 / Jan 15), using the current 2026 Social Security wage base, with editable rate assumptions and a clear "not tax advice" disclaimer
- Client Onboarding Tracker — checklist-driven, with an auto-calculated % complete per client
- Invoice Tracker — auto-flags overdue invoices