Financial Resources

There is no need to question or fret over your rates with this rate-setting bundle. It provides practical tips, easy to follow formulas, and self-calculating spreadsheets to help you determine the most appropriate rates for your clients.

The bundle includes:

Bundle summary with video explanation links
Income Goals Worksheet (pdf)
Facility Commute Cost Calculator (Excel)
Profit Margin Guide to Setting Rates (pdf)
Profit Margin Guide to Setting Rates (Excel)
Rate Calculator Worksheet (pdf)

These systems remove the guesswork, and will help you feel confident about your rates and the value you provide.

Healthy profit margins make for a healthy business. This spreadsheet will make it easy to track yours!

This spreadsheet will take into account the amount each employee brings in, their hourly rate, additional employee expenses, and the resulting profit margin per employee. Knowing this information will allow employers to track efficiency, income/expenses ratios, and the average employee cost. 

The spreadsheet also provides space to calculate overall monthly profit margins for the business, factoring in employee costs as well as other expenses. 

If you have ever felt overwhelmed with keeping track of income, expenses, and whether you will have enough cash flow moving forward, this spreadsheet will become your best friend. It is a simple, straightforward, and effective way to manage business finances, and has all of the formulas automatically included to make it as easy as possible to utilize.

Enjoy!