Know your numbers. Run your business.
Your bank balance only tells part of the story. The NumberTrak Small Business Financial Health Kit helps you review your financial habits, plan cash needs, track contractors, and build a better month end routine.
Secure checkout powered by Stripe. Excel workbook + PDF Quick Start Guide.
Seven tools. One clearer financial picture.
Use the toolkit to spot gaps, organize recurring tasks, and understand the figures behind everyday decisions.
Financial Health Scorecard
Review core bookkeeping and money management habits to see where your records need attention.
Month End Close Checklist
Build a repeatable routine for reconciliations, reviews, and period end follow through.
12 Month Cash Flow Planner
Think ahead about incoming cash, planned expenses, and upcoming obligations.
1099 Tracker
Keep contractor information and payments in one place for a smoother year end process.
Expense Review Worksheet
Identify recurring spending and areas that deserve a closer look.
KPI Dashboard
Bring key business metrics together for an easier monthly review.
Also included: a PDF Quick Start Guide to help you begin using the workbook.
Built around real business tasks.
A preview of two of the included workbook sections. Actual spreadsheet appearance may vary by device or spreadsheet application.
Purchase once. Put the tools to work.
Secure checkout
Buy the digital kit for $39 through Stripe.
Verified access
After successful payment, NumberTrak redirects you to your protected download page.
Save and start
Download the Excel workbook and PDF Quick Start Guide to your computer while your access is active.
Frequently asked questions.
Is this a physical product?
No. This is a digital Excel workbook with a separate PDF Quick Start Guide. Nothing is shipped.
Is there a subscription?
No. The Financial Health Kit is a one time $39 purchase.
What do I need to use it?
A compatible spreadsheet application. It is designed as an Excel workbook, so Microsoft Excel is recommended for the intended formatting and functionality.
How do I get the files?
After Stripe verifies your payment, you will be redirected to a protected NumberTrak page with both download buttons. Save the files while access is active.
Is this personalized accounting or tax advice?
No. It is a practical self service planning and review toolkit. For assistance specific to your business, contact NumberTrak Accounting LLC.
Your next month can look different.
Get the workbook, open the Quick Start Guide, and begin with one financial habit at a time.