Our Work

Current & Upcoming
New Releases

Every template we release goes through a rigorous production pipeline. Here’s what we’ve shipped, what’s in the works, and how to use each one.

Available now

Current Releases

Download instantly from our Etsy shop. Every template includes a full user guide.

Freelance Finance Best Seller

Freelance Business Template — Client & Finance Tracker

All-in-one workbook for freelancers. Tracks clients, invoices, taxes, and project profitability with automated dashboards.

Startup Planning New

All-in-One Startup Toolkit

Comprehensive founder planner covering financial projections, milestone tracking, pitch-deck data, and burn rate modelling.

Food Business

Recipe Costing & Menu Engineering Template

Calculates per-dish costs, ideal menu pricing, and gross profit margins. Essential for restaurants, caterers, and food trucks.

Food Business Just Released

Restaurant Cash Flow Forecaster

12-month rolling cash flow model for restaurants. Includes break-even analysis, KPI dashboard, scenario planning, and variance reporting.

In development

Coming Soon

These templates are currently in production. Follow our Etsy shop to get notified on release.

CRM / Client Management Q3 2026

Freelance CRM — Client Relationship Manager

A full CRM in Excel. Track leads, active clients, communication history, project pipeline, and follow-up reminders — all in one workbook.

Finance Q3 2026

Annual Tax Prep Workbook

Consolidates Schedule C deductions, mileage logs, home-office calculations, and quarterly estimated payments into one audit-ready file.

Project Management Q4 2026

Project & Capacity Planner

Multi-project Gantt, capacity tracking, and resource allocation for freelancers managing multiple concurrent clients.

Learn the system

How to Use Each Template

Watch step-by-step demos before or after purchase. Each video covers setup, data entry, and advanced features.

Full Walkthrough

Freelance Business Tracker — Full Demo

Client setup • Invoice workflow • Tax dashboard • 18 min

Getting Started

Startup Toolkit — Getting Started

Revenue model • Burn rate • Milestones • 14 min

Full Walkthrough

Recipe Costing — Full Demo

Ingredient setup • Menu pricing • Margin analysis • 12 min

New Release

Restaurant Cash Flow Forecaster — Demo

KPI dashboard • Break-even • Scenario planning • 20 min

Get notified

Never miss a new release.

Follow our Etsy shop or send us a message to be notified when a new template drops.