DIY Tools

Tools for Your Practice

Google Sheets templates built specifically for wellness professionals. Set up once, use every month.

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Best Seller

The Comeback Budget

A Google Sheets budget built for people who have fallen off track before. Forgiving, flexible, and designed to pick back up after a break. Includes automated dashboards, charge alerts, and a savings tracker. 15 to 30 minutes a week is all it takes.

  • 5 automated tabs: Budget, Transactions, Dashboard, Charge Alerts, Start Here
  • One-click setup with guided instructions
  • Works with any personal Gmail account
$29
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Revenue & Expense Tracker

A complete annual tracker with built-in charts and summaries. See where your money goes at a glance. Perfect for quarterly reviews.

$39
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Quarterly Tax Prep Kit

Estimate your quarterly tax obligations, track deductions, and prep everything your CPA needs. No more scrambling at year-end.

$24
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Client Invoice Template

Professional, branded invoices for your practice. Auto-calculates totals and tracks payment status. Clean and simple.

$19
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Year-End Close Workbook

Step-by-step workbook to close your books confidently. Reconciliation checklist, adjusting entries, and CPA handoff sheet included.

$34