These tools started as the questions I keep getting asked in advisory sessions. What should I charge? Can I take on more clients? Is this idea worth building? Where is my funnel breaking?

I've built these as an accessible way to get personalised information about your business — so you can make data-driven choices, diagnose what's getting in your way, and decide where to focus next.

These tools do a lot of the number crunching for you. They show you what to test, how to move forward. Even the bookkeeping spreadsheet comes with a financial health dashboard thrown in.

If you do end up working with me through Matriarch Advisory, having these done means we skip the groundwork and go straight to what's next.

These are .xlsx files — they open in Excel, Google Sheets, and Numbers. Soft violet cells are yours to fill in. Everything else calculates.

The tools

Six spreadsheets. Each one answers one important question.

Preview of The Numbers spreadsheet showing the monthly P&L dashboard

The Numbers

Your financial year, finally organised.

A P&L and tax tracker built for small businesses. Income and expense logs, a P&L you can filter by month, YTD, or all time, quarterly tax tracking for your country, a foreign income tracker, a contributions planner for super, pension, or retirement, and a Pay the Rent calculator. Plus a financial health dashboard that shows month-on-month trends and where your business actually stands.

What's in it
  • Income & expense logs with tax / GST / VAT columns
  • P&L with monthly view — useful for DSP and reporting
  • GST / VAT register and quarterly tax tracker
  • Foreign income and currency tracker
  • Contributions planner — super, pension, or retirement
  • Pay the Rent calculator at the suggested 1%
  • Analysis dashboard with MoM trends and financial health
Choose your version — $17 USD each
Australia Buy AU →
United Kingdom Buy UK →
United States Buy US →
Preview of The Numbers spreadsheet showing the monthly P&L dashboard

The Pipeline

Find out exactly where clients are dropping off.

For service businesses. Enter your reach, enquiries, conversations, quotes, and clients won. The Pipeline calculates your conversion rate at every stage, benchmarks it against real-world data, names your single biggest leak, and shows you the annual revenue sitting in the gap between where you are and where you could be.

What's in it
  • Funnel inputs with traffic-light status at every stage
  • Automated diagnosis — names your single biggest lever
  • Annual revenue gap calculator
  • Goal planner that works backwards from what you need
  • Monthly tracker with trend indicators
  • Benchmark reference and plain-English glossary
$19
Buy now →
Preview of The Numbers spreadsheet showing the monthly P&L dashboard

The Shopfront

Find out where your product funnel is leaking.

For product businesses. Tracks add-to-cart rate, cart abandonment, and purchase conversion — then calculates your unit economics. LTV, LTV:CAC ratio, ROAS by channel, and the annual revenue sitting in your abandoned carts. Usually the most confronting number on the page.

What's in it
  • Funnel inputs with benchmarked status at every stage
  • Unit economics — gross margin, LTV, CAC payback period
  • Channel tracker with ROAS by traffic source
  • AOV optimisation scenarios
  • Monthly tracker with trend indicators
  • Benchmark reference and plain-English glossary
$19
Buy now →
Preview of The Numbers spreadsheet showing the monthly P&L dashboard

The Rate

What you actually need to charge to make this work.

Works backwards from your real life — personal expenses, business costs, tax, and super — to your minimum viable hourly rate and monthly revenue floor. Then builds your package prices from that foundation, and tells you clearly whether it's time to raise your rates.

What's in it
  • Personal and business cost modeller
  • Minimum hourly, half-day, full-day, and monthly rate
  • Package builder with floor and target pricing
  • Market positioning sense-check
  • Rate increase scenarios with a readiness verdict
$17
Buy now →
Preview of The Numbers spreadsheet showing the monthly P&L dashboard

The Test

Stress-test your idea before you build it.

A structured process for deciding whether a business idea is worth pursuing. Covers idea clarity, a seven-factor viability score, startup and monthly cost modelling, and a six-month cashflow projection. Outputs a GO / REVIEW / NO-GO verdict based on your numbers, not your optimism.

What's in it
  • Idea definition prompts — makes you be specific
  • Seven-factor viability scoring with weighted verdict
  • Startup cost and monthly cost modeller
  • Break-even analysis and payback period
  • Six-month cashflow projection
$22
Buy now →
Preview of The Numbers spreadsheet showing the monthly P&L dashboard

The Ceiling

How many clients can you actually hold?

Maps where your time actually goes — client delivery, operations, marketing, and personal buffer — then calculates your honest available hours. Includes a mixed-capacity planner and an energy audit that scores each type of work on drain versus alignment, with a keep / review / exit verdict for each.

What's in it
  • Full time audit across all work categories
  • Available delivery hours calculator
  • Mixed client-type capacity planner
  • Over / under capacity indicator
  • Energy audit with keep, review, or exit scoring
$17
Buy now →

Bundles

Two tools that belong together, and one that gets you everything.

Bundle

The Foundations

The Rate + The Ceiling — what to charge, and how many you can take on.

The two questions you need to answer before taking on another client. What's the minimum I need to charge to cover my actual life? And how many clients can I hold without burning out? These tools answer both from first principles.

Includes
  • The Rate — Pricing Calculator
  • The Ceiling — Client Capacity Planner
$21
Save $13 — individual price $34
Buy bundle →
Full library

The Full Kit

Every tool in the Matriarch library.

All six tools — The Numbers (your country version), The Pipeline, The Shopfront, The Rate, The Test, and The Ceiling. Everything you need to run a financially literate, well-structured small business, from first idea through to sustainable growth.

Includes
  • The Numbers — Tax & P&L Tracker (your country)
  • The Pipeline — Service Funnel Calculator
  • The Shopfront — Product Funnel Calculator
  • The Rate — Pricing Calculator
  • The Test — Viability Checker
  • The Ceiling — Capacity Planner
$79
Save $34 — individual price $113
Buy bundle →

Or — join the community
and get all of it free.

Every tool in this library is available free to members of the Matriarch community on Facebook. It's a private group for women building real businesses — no MLM, no weight loss, no men.

You'll find the tools in the Files tab when you join.

Join the community →

You are not alone in this.

Build with Matriarch — whatever you're building, whatever season you're in.