Financial Tracking & Tax Prep

Small Business Financial & Tax OS

Guessing at your numbers all year, then scrambling every tax season? This is one connected system that tracks revenue, controls expenses, captures legitimate deductions, and gets you ready for taxes — all year, not just in April.

$79 one-time purchase · instant download

Buy now on Payhip

README (PDF)
Small-Business-Financial-Tax-OS.xlsx — 24 connected tabs, Excel & Google Sheets
One Settings tab drives every rate and formula — update yourself, no repurchase

Small Business Financial & Tax OS dashboard preview

What's Inside

24 linked tabs. One live dashboard.

Every number feeds the same Dashboard — nothing lives in isolation.

RevenueExpensesDeduction AuditMileage Home OfficeMealsAssetsContractors InvoicesCash FlowProfitabilityTax Reserve Estimated TaxQBIRetirementHealth Insurance Tax CreditsYear-End Prep

Who It's For

Built for freelancers and small business owners who track their own finances

If you want fewer surprises at tax time and a system that updates itself instead of a spreadsheet you rebuild every year, this is it.

Get the Financial & Tax OS

$79 · one-time purchase · instant digital download

Buy now on Payhip