The NeatMargin library

Useful tools.
Room to grow.

Spreadsheets for the everyday decisions of a small business. Start with money records, then explore what we’re building for pricing and recurring costs.

Shop the $9.99 starter bundle ↗
Available now

Money in. Out.
Still owed.

The Business Money Starter Bundle includes income and expense tracking, invoice and payment tracking, and the integrated Money Kit. Blank files, worked examples and a PDF guide.

Actual starter bundle dashboard with fictional data

Excel files with Google Sheets import instructions. See the complete contents and compatibility on Etsy ↗

On the workbench

The next useful questions.

These three tools are built and undergoing final application testing. Previews show the actual workbooks. Purchase links will appear after those checks are complete.

Preview of NeatMargin Service Quote & Job Profit using fictional example data
Preview · final testing

Service Quote & Job Profit

Labor, overhead, fees and discounts in one calculation.

  • Suggested quote with target margin
  • Optional quote override + profit warning
  • Estimate vs actual job costs
  • One job per saved workbook

Planned price $7.99 USD. Not yet available for purchase.

Preview of NeatMargin Cleaning Quote Planner using fictional example data
Preview · final testing

Cleaning Quote Planner

Room-by-room time estimates become a cost-based quote.

  • 20 room / task lines
  • Person-hours and crew duration
  • Supplies, travel and overhead
  • Actual time vs estimated time

Planned price $9.99 USD. Not yet available for purchase.

Preview of NeatMargin Bills & Subscription Planner using fictional example data
Preview · final testing

Bills & Subscription Planner

A clear list of business bills, due dates and cancellation windows.

  • 200 bills / subscriptions
  • Monthly + annualized run rate
  • Entered bills due in next 30 days
  • Cancellation notice dates

Planned price $3.99 USD. Not yet available for purchase.

A planned Quote & Bills bundle.

All three new tools together for $14.99 USD. Choose the general service calculator or the cleaning-specific workflow, then track recurring bills. The two calculators share a pricing method; they serve alternative workflows. The existing bookkeeping starter bundle is separate.

Not yet on sale
A useful place to start

A 30% markup
isn’t a 30% margin.

Understand the difference before setting a price.

Read the worked example ↗