Expert Business Services

Essential Business Tools: Our Comprehensive Add-Ons

Projections

Predicting the future is tough, but that’s why we created this model—to help you do it with confidence. By analyzing your past performance, we can project the upcoming year and give you a solid baseline to move forward. The best part? It’s all built on some straightforward math. It’s easier than you think!

Download a Retainer Service Projection Tool

Budget Tool

This simple budget template will help you quickly map out your financial game plan for next year!

It breaks down your finances into key categories and lets you apply growth rates for the upcoming year.

Plus, it highlights historical growth rates as a reference, showing you what to aim for each month!

Marketing ROI Calculator

For small businesses, understanding marketing ROI is vital for smart decision-making and resource optimization. Our Marketing ROI Calculator simplifies this process, offering valuable insights and actionable data to help you maximize your marketing returns and drive your business forward.

Excel Tools

Excel Tools make your everyday work in Excel a whole lot easier.

Whether it's copying and pasting info, monthly reports, or job estimation processes, Excel tools make life easier and repetitive work go by significantly faster.

Why are Excel Tools beneficial?

Regardless of your industry or type of work, if you are in Excel frequently and think "there must be a better way to do this", there almost guaranteed is one! A custom tool can unlock that "better way".

For the blue collar business owner, Excel Tools can take the form of an estimation tool that creates a summary proposal.

Avoid having to keep everything in your head (ex. trying to remember the measurements of a room, estimating a rough price per square foot, and combining the three services you're performing) and let a custom Estimation Tool do the hard work.

Just type a few key pieces of info into your Estimation Tool in Excel, and have it calculate the exact price (plus markup and taxes) while summarizing all the work and line items to present to the potential client.

For the small business owner that hates Excel, but knows it's a necessary evil, leverage an Excel Tool to save you from all the hassle you hate while in Excel!

Get rid of the mindless and low value work like copying and pasting or comparing sheets. With one Excel Tool, you could simply press a button, get the same result in 5% of the time. Imagine getting several hours a week back to spend on high value work…

Excel Tools can turn that "necessary evil" of working in Excel into a short and sweet task that minimizes your time in Excel and maximizes your time doing work you like to do.

Common features of Excel Tools