For makers and small product businesses
The Back Office Kit is one Excel workbook that prices your products, tracks your stock, logs your orders, and builds your invoices and wholesale line sheet. Type a product once. Everything else fills itself in.
You know what the wax cost. Shipping in, duty and packaging are the parts that quietly eat the margin.
You find out an item is gone when an order comes in for it.
Sales are coming in. Whether the month made money is a different question.
See it work
This is a small working slice of the kit. Pick a product, choose how many you sold, and press the button.
| Product | Price | On hand | Reorder at | Status |
|---|
That is the whole idea. In the kit the same thing happens across 50 products, and each sale also lands in your monthly profit, your cash and your invoices.
Get the full kitWhat's inside
Real screenshots of the workbook, filled in with a sample candle and soap business so you can see it running.
Every edition also includes a Start Here guide and a break-even calculator.
Try it on your own product
The same sum the Products tab does. Put in your own numbers and see the year.
Pricing slip
At your target margin this product would keep $720 more a year, selling the same number.
That is one product. The kit runs this for every product you sell, then carries the numbers into your stock, orders and monthly profit.
Get the kitPricing
Pay once and keep the file. No account to create, nothing to renew.
For a shop getting its numbers in order.
For a shop that sells wholesale or through more than one channel.
Secure checkout by Stripe. Pay by card, Apple Pay and more. Your download is ready the moment you pay.
Before release, every edition is opened in Excel and put through automated checks: 100 on the Kit and 126 on Pro. The answers are worked out separately and compared, so the numbers you see are numbers you can trust.
If a file will not open or a number is wrong, email us within 14 days. We fix it or refund you.
One Excel workbook, delivered as a download the moment you pay. It arrives filled in with a sample candle and soap business so you can see every tab working before you add your own numbers.
The Kit has nine tabs: Start Here, Dashboard, Products, Inventory, Orders, Monthly, Break-even, Line Sheet and Invoice. Pro has all of those plus a Product Report, a Channel Report and a Customer Report.
Microsoft Excel. The kit is built and checked in Excel for Windows. It uses only standard Excel functions, with no macros and no add-ins, so there is nothing to install and nothing for your computer to warn you about.
Yes. You only ever type in cells with blue text. Everything in grey is worked out for you and locked, so you cannot break a formula by accident. Products and sales channels are picked from dropdowns, and the Start Here tab walks you through setup in order.
About ten minutes for a small range. List your products and what they cost, enter how many you have in stock, and you are running. After that, day to day use is one line per sale.
No. You list each product once, in the Products tab. It then appears in Inventory, in the Orders dropdown, on your line sheet and in your reports. Change a cost or a price in one place and it updates everywhere.
Type an order number into one cell. The invoice fills in the customer, the date, every product on the order, quantities, prices, discounts and the total. Add a sales tax rate if you charge one. Then print it or save it as a PDF. Each invoice holds up to 12 product lines.
A line sheet is the price list you send to shops that might stock your products. It shows each item, the wholesale price, the suggested retail price and the shop's margin. If you sell wholesale, or want to, shops will ask for one. The kit builds yours from your Products tab and keeps it up to date.
Both do the same core job. Pro gives you four times the room, 200 products and 1,000 order lines, and adds three reports that answer bigger questions: which products earn the most, which sales channel keeps the most profit, and which customers are worth the most to you.
Choose the Kit if you have a small range and mostly sell direct. Choose Pro if you sell wholesale, use more than one channel, or expect to outgrow 200 order lines in a year.
Yes. Email us and we will send you a link to upgrade for the $20 difference.
No. You pay once and the file is yours to keep. There is nothing to renew and no account to log in to.
Straight after you pay you land on your download page. Save that page's address and you can download the file again whenever you need it, for example on a new computer.
Yes. The workbook runs entirely on your own computer. It does not connect to the internet, your shop, or your bank, and nothing you type is sent to us or anyone else.
Yes. The formula cells are locked to protect them, but there is no password. You can unlock any tab, add rows and columns, and change the sample channels to your own.
Yes. Use it for every business you own. Save a separate copy of the file for each one. Please do not resell or share the file itself.
It gives you clean monthly figures for revenue, cost of goods and expenses, which is what an accountant asks for. It is a management tool, so your accountant still prepares and files your return.
Email jacob.squareone@gmail.com. We reply within one business day.
Also from Square One
Make what you sell? This workbook works out what one finished piece really costs you: materials by the gram, millilitre or piece, your time, and packaging. Log batches and purchases and your materials stock keeps itself. Its cost per unit is the landed cost the Kit asks for.
Also from Square One
Send us the report or slide deck you already wrote. We fix the fonts, spacing, alignment and layout within 24 hours, and we do not touch your words or numbers. One document, up to 20 slides or 15 pages, with one round of revisions.