Expenses, Costs & Pricing
Templates for controlling what you spend and pricing what you sell — subscription audits, break-even calculators, cost allocation, and true-profit ROAS tracking.
The Subscription & Expense Audit Tool
Stop losing money to hidden subscriptions. Find exactly where your cash is leaking and uncover $40–120 a month in hidden savings in under 15 minutes.
- Automated tracking of exact monthly and annual recurring overhead
- Automatically highlights paid tools you fund but no longer use
- Entirely guided spreadsheet built for zero-formula users
The Break-Even & Pricing Calculator
Know exactly how many units you need to sell to stop losing money and protect your margins automatically.
- Built-in safety logic automatically factors in the SBA's recommended 10% cost buffer
- See in real-time exactly how a price change or discount moves your break-even line
- Profit-gap flags clearly highlight when your expected sales volume runs in the red
The Multi-Department Cost Allocator
Stop guessing which department is actually profitable. Split shared costs fairly across teams in minutes, without paying for an enterprise expense platform.
- Automatically splits shared costs by headcount, square footage, revenue, or an equal split
- Live department names sync across every tab the moment you rename one
- Includes a plain-English guide for choosing the right allocation method every time
The True Profit & Break-Even ROAS Calculator
Stop trusting a ROAS number that doesn't know your real costs. See your true break-even ROAS and real profit per order, SKU by SKU.
- Calculates the exact ROAS each product needs to hit before it's profitable
- Includes COGS, shipping, payment fees, and returns — not just ad spend and revenue
- Per-SKU breakdown shows which products can support aggressive ad spend
Job Costing & Trade Profitability Tracker
Most contractors find out a job lost money three weeks after the crew's already moved on. Know it while the job is still running.
- Real-time risk flags per job — Loss, Thin Margin, On Target, or Strong Margin
- A dedicated Change Order Log that flags unsigned 'verbal only' change orders
- Every job ranked worst-to-best so you always know what needs attention first
Inventory Reorder Point & COGS Tracker
Know exactly when to reorder each SKU before you stock out — and your true margin per unit — without a $40-300/month inventory platform.
- Automatic reorder point calculation from your real sales pace and lead time
- A reorder priority list sorted by days-until-stockout
- True landed cost (unit cost + freight) drives every margin calculation, not just invoice price
Client & Project Profitability Tracker
Your biggest client on paper might be your least profitable one in reality. Know your real effective hourly rate, not just what you billed.
- True effective hourly rate calculated per client, once every cost is counted
- A dedicated scope creep detector that flags clients running 20%+ over contracted hours
- Every client ranked worst-to-best by margin, automatically
Restaurant Prime Cost Tracker
A full dining room doesn't mean you're making money. Prime cost does — and it moves faster than any other number on the P&L.
- Daily Food Cost %, Labor Cost %, and Prime Cost % calculated automatically, with risk flags
- A Front-of-House vs. Back-of-House labor breakdown that pinpoints exactly why a bad day happened
- Every day ranked worst-to-best so you know where to look first