Tools Club

The Whole Back Office, for Less Than a Coffee a Month

Full access to every template in the library — financial statements, bookkeeping, invoicing, budgeting, payroll, and taxes. New templates added every month. Cancel anytime.

$7 / month — cancel anytime

Join the Tools Club

No credit card required to browse the free tools first.

What you get

70+ editable templates across 6 categories

New templates added monthly, no extra cost

Download and keep every file, forever

Works in Excel or Google Sheets — no software to install

Cancel anytime, no contracts

Your progress saves — quiz scores, calculator scenarios, and checklists all live in your account

One membership, six categories, every template you'll need

Every category keeps growing — new templates are added monthly at no extra cost.

Financial Statements

Income statements, cash flow, trial balance, ratio dashboards, and year-end summaries.

Bookkeeping & Ledgers

General ledger, AR/AP, bank reconciliation, fixed assets, and month-end close.

Invoicing & Billing

Recurring invoices, quotes, purchase orders, AR aging, and multi-currency billing.

Budgeting & Planning

Annual budgets, rolling forecasts, scenario planning, and project budget tracking.

Payroll & HR

Payroll registers, timesheets, PTO tracking, commission calculators, and onboarding.

Tax Prep

Quarterly estimates, mileage logs, 1099 tracking, and year-end tax checklists.

The free tools you already use — now with a memory

Every free tool on the site stays free. Tools Club members get an account that remembers their work in each one.

Quiz Scores & Progress

Every quiz score is saved to your account, so you can track your progress across all 7 quizzes over time.

Saved Calculator Scenarios

Run the Break-Even, Startup Cost, and Gross Margin calculators as many times as you want, save each scenario, and compare them side by side.

Checklists That Stick

Check off items on any checklist and come back later to find your progress exactly where you left it.

Journal Entry History

Every entry you generate is saved to your account, so you can build a running record instead of starting over each time.

Personal Formula Library

Save the Excel formulas you generate so you can find and reuse them later instead of regenerating from scratch.

Expanded AI Prompt Library

Go beyond the free 20 prompts with a larger library, plus prompts pre-filled with your own business details.

Want to actually understand the numbers, not just fill them in?

The Academy includes everything in this Tools Club, plus mini-courses that walk you through reading a balance sheet, understanding cash flow, and more.

See the Academy

Tools Club

$7 / month

Cancel anytime, no contracts

Join the Tools Club

Secure checkout. Cancel anytime.

Tools Club FAQ

What exactly do I get for $7/month?

Full access to every template in the library — 70+ editable spreadsheets across financial statements, bookkeeping, invoicing, budgeting, payroll, and taxes — plus every new template we add going forward.

How is this different from the free tools?

The free tools cover the essentials — chart of accounts, P&L, balance sheet, and a few calculators. The Tools Club unlocks the rest of the library: 60+ additional templates covering nearly every accounting task a small business runs into. It also gives every free tool a memory — saved quiz scores, calculator scenarios, checklist progress, and more all live in your account instead of resetting each visit.

What's the difference between Tools Club and the Academy?

The Academy includes everything in the Tools Club, plus mini-courses and guided lessons that teach you how to actually read and understand your numbers, not just fill in a template.

Can I cancel anytime?

Yes — no contracts, cancel anytime from your account.