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The Fractional Starter Kit

The operating spreadsheet for running your fractional practice: enter your business once, then invoice clients, track collections, and price your work — all in one file. Works in Google Sheets and Excel. No account, no watermark, yours to keep.

Business profile

Enter your rates, terms, payment instructions, and capacity once — every other tab reuses them.

Client table

One row per engagement: rates, retainers, payment terms, committed hours, status.

Invoice builder

Pick a client and the invoice fills itself: your details, their billing block, line items at the right rate, totals, due date from their terms. Export a clean one-page PDF.

Invoice log + collections dashboard

Every finalized invoice with balance, status, and days outstanding calculated — plus invoiced and collected this month, outstanding, and overdue at a glance.

Rate calculator

Turn an income target, expenses, and real capacity into the hourly rate you actually need — then price a retainer from committed hours.

Instructions

A short, plain-English guide on every workflow, including the four-step invoice finalize.

The Starter Kit's invoice builder showing a completed one-page invoice with line items, totals, and payment instructions (fictional example data)
The invoice builder, filled from the fictional example — your copy starts blank and fills from your own profile and client table.

Get the Starter Kit

Subscribe free and the download opens immediately. You also get the Monday and Wednesday Pulse: qualified fractional roles and posted pay.

Business planning templates, not tax, accounting, or legal advice.