1Revenue
Money coming in this month.
2Operating Expenses
10 cost groups. Payroll pulls from the Payroll tab automatically.
Planning tool only. Confirm tax, insurance & retirement figures with a licensed CPA or financial professional.
1Rates & Assumptions
Set your default rates. You can override commission per tech below.
2Special Benefits
The two key numbers for tech retention.
These apply to both W2 and 1099. On 1099 the shop owes no benefits by law, but if you choose to offer life insurance or a retirement match to a contractor, enter it here and it will be added to your cost.
3Technicians
Enter each tech's service sales. Cost is calculated live.
$Owner Retirement
See how setting aside part of your monthly profit grows over time with compound interest.
1Monthly Contribution
Contribute a % of your net profit, add extra cash, or both. Set either to 0 to skip it.
2Growth Assumptions
Pick a return rate or type your own, then set how many years.
Milestones
What your account could reach along the way, at the same monthly contribution & rate.
Estimate only. Assumes a constant monthly contribution and a constant annual return compounded monthly. Real returns vary and are not guaranteed. This is not investment advice — consult a licensed financial professional.
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Enter your details to view and print your complete monthly Profit & Loss summary. It's free.