Solo Freelancer Bundle for Excel and Google Sheets
Earn, price, and plan taxes as a one-person business
Freelancer Finance Suite, Solo Consultant Rate & Capacity, and Business Tax Tracker in one package - the trifecta for solo operators. Save $48 versus buying the templates separately.
Instant digital delivery · Terms & Conditions apply
One-time purchase
What's Included
Spreadsheet Templates in This Bundle
Three spreadsheet templates for solo freelancers and consultants: an all-in-one finance ledger, capacity-based rate math, and an annual tax tracker.
Freelancer Finance Suite
$39Single workbook for projects, client invoices, deductible expenses, tax reserve, and personal cash runway.
- 8 KPI cards covering income, tax, and runway
- Reserve banner flags shortfall or surplus
- Income vs expenses and project revenue charts
Solo Consultant Rate & Capacity
$29Pricing and capacity planner for a 1-person knowledge-work business - work back from a revenue goal to the required hourly, day, or retainer rate.
- 8 KPI cards covering goal, rate, and capacity
- Banner flags mix vs goal and hours vs capacity
- Revenue by service line and required hourly by scenario charts
Business Tax Tracker
$29Year-round estimated tax tracker - income by source, deductible expenses, quarterly payments, federal + SE + state liability, safe-harbor check.
- 7 KPI cards covering taxable, liability, paid, and balance
- Safe-harbor status banner
- Quarterly Payments and Deductible by Category charts
Built for Results
Why This Template Works
Built for Solo Freelancers
Projects, income, expenses, tax reserve, and runway in one workbook - no chart of accounts, no monthly close.
No Formulas to Write
Enter numbers in highlighted input cells. Revenue, deductible, tax owed, runway, and all KPIs are pre-built and update automatically.
Excel and Google Sheets
Works identically in Microsoft Excel and Google Sheets. No macros, no add-ons, no proprietary functions.
Free Lifetime Updates
Any updates we release to the freelancer suite included at no extra cost.
Your Financial Data Stays Private
Runs entirely in your spreadsheet. Your data stays in your file - we never see or store it.
One-Time Purchase
Pay once, use forever. No subscriptions, no monthly fees, no recurring charges.
Got Questions?
Frequently Asked Questions
What's included in this bundle?
This bundle includes multiple premium spreadsheet templates that work together to give you a complete financial planning system. Each template is fully functional on its own, but they're designed to complement each other for comprehensive financial management.
How do I access the templates after purchase?
After purchase, you'll receive instant access to every template in the bundle, ready to open in Microsoft Excel or Google Sheets depending on the template. Your copies are yours to keep, and no software installation is required.
Can I use the templates separately?
Yes, each template in the bundle works independently. You can use them separately based on your needs, or use them together for a more comprehensive financial planning system.
Do I get lifetime access to all templates?
Yes, your one-time purchase gives you lifetime access to all templates in the bundle, plus any future updates we make to improve them. No recurring fees or subscriptions.
Is buying the bundle better than individual templates?
Bundles offer significant savings compared to buying templates individually. You get all the templates at a discounted price, making it a good value if you need multiple financial planning tools.
Do you have access to my financial data?
No, we never have access to your financial data. The templates run in your own files, on your computer or in your own Google Drive, and your data stays completely private.
Can't find the answer you're looking for? Contact our team
Instant digital delivery · Terms & Conditions apply
3 templates included:
Solo Freelancer Bundle for Excel and Google Sheets
Freelancer Finance Suite, Solo Consultant Rate & Capacity, and Business Tax Tracker in one package - the trifecta for solo operators. Save $48 versus buying the templates separately.