Free resources

The tools we actually use, free

No fluff PDFs. These are working versions of the setups we install for paying clients. DIY them correctly, and if you’d rather not, you know where the pricing page is.

Toolbox filled with spreadsheet and template tools

QBO import file + setup guide

The Flipper’s Chart of Accounts

The exact QuickBooks Online chart of accounts we install for flip clients:

  • WIP account structure. Rehab capitalized to the project, not expensed
  • Holding and carry cost categories that keep your P&L honest
  • Per-project class setup instructions
  • COGS-at-sale flow, step by step

One email with the file. No drip campaign ambush. You can join the monthly investor note if you want it.

QBO import file + class matrix

The Rental Investor’s Chart of Accounts

A rental is a capital asset, not inventory. The QBO chart of accounts we install for landlord clients:

  • Fixed asset structure: land split from building, CapEx vs. repairs done right
  • Security deposits as the liability they are, reconcilable at move-out
  • The Class Tracking Matrix: which class scheme fits your portfolio shape, and what gets classed where
  • Import-ready CSV plus the mortgage-split and owner-equity rules

One email with the file. No drip campaign ambush. You can join the monthly investor note if you want it.

Spreadsheet

The Flip Profit Calculator

Model a deal before you commit, and track it while it runs:

  • Acquisition, rehab, holding, and selling cost inputs
  • Hard money draw and carry cost modeling
  • Budget vs. actual tracking per phase
  • True net profit and ROI at exit. The number your P&L should match

One email with the file. No drip campaign ambush. You can join the monthly investor note if you want it.

Spreadsheet

The Contractor Draw & Retainage Tracker

Stop paying contractors ahead of the work. Budget vs. billed per trade, with the paper trail:

  • Line-by-line budget vs. billed-to-date, % complete per trade
  • Automatic 10% retainage on every draw (set your own rate once)
  • Lien waiver tracking per draw. No waiver, no check
  • Retainage ledger with the release rules that keep title clean

One email with the file. No drip campaign ambush. You can join the monthly investor note if you want it.

Spreadsheet

The Private Lender Statement Generator

Your private lenders fund your next deal based on how the last one felt. Send statements like a pro:

  • Loan setup once: principal, rate, dates, up to 12 notes
  • Log draws and payments; the statement builds itself
  • Principal and accrued-interest rollforward a lender can verify
  • One-page format, pre-set to print to PDF on the 1st

One email with the file. No drip campaign ambush. You can join the monthly investor note if you want it.

Spreadsheet

The Multi-Unit Stabilization Tracker

The proforma shows stabilized. Your bank account lives in the messy middle. Model it month by month:

  • Unit-by-unit reno timelines, budgets, and target rents
  • Rent-weighted blended occupancy, not just a unit count
  • Cash burn curve: the deepest hole and the breakeven month
  • Actual lease dates override projections as units come online

One email with the file. No drip campaign ambush. You can join the monthly investor note if you want it.

Want quick numbers instead? Try the free deal calculators. Flip profit, rental cash flow, BRRRR, hard money carry, DSCR, staggered breakeven.

More coming: the Lender-Ready Financials Checklist. Grab any download above and you’ll hear when it ships.

Templates are the free version.

The paid version is never thinking about this again. See what each tier includes. Prices published.

See pricing