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Know your numbers. Grow your margin.

The Margin Sheet helps small-business owners, freelancers and busy professionals take control of their money with spreadsheets. Every tutorial builds a real, working tool in Excel, Google Sheets or Power BI, step by step: profit and loss statements, cash flow forecasts, budgets, expense trackers, loan and pricing calculators, and financial models.

Every tutorial comes with a free template you can download and use straight away.

What you will find here

  • Small-business finance: P&L, cash flow, working capital and margins.
  • Money systems and trackers: budgets, expense trackers, net worth and loans.
  • Financial models: break-even, pricing, DCF and three-statement models.
  • Finance dashboards: Power BI and Excel dashboards for your numbers.

Prefer to watch? New video tutorials every week on YouTube.