The full Tallyport starter kit: every download from the Expense Tracker plus every download from the Client Onboarding Checklist, delivered as one bundle for one price. The recurring operational baseline of a one-person business — the month-end close and the new-client onboarding — pulled together for $18 one-time instead of $21.
Was $21 · now $18 — save $3 when you take both.
Want one product first? See the Expense Tracker ($12) → or the Onboarding Checklist ($9) →
What’s in the bundle
Everything from both products in a single Stripe purchase — receipt + the five download links arrive in your inbox within seconds of payment, Tallyport-signed.
Why the bundle
Two products that work better together for $18 one-time — instead of $21.
Every new client onboarding updates the next month-end close. Same Notion source, same Excel target, no duplicate data entry.
A single Stripe purchase delivers every download — Excel, Notion, and the Canva / PDF calculator from the Expense Tracker, plus the printable view and the Notion export from the Onboarding Checklist.
Same refund window as the individual products — reply to the purchase email within 14 days for a full refund.
How it works
A single one-time $18 charge — no account, no subscription. We never see the card details.
Your five download links land at the address you pay with — within seconds, Tallyport-signed.
Each file lands in the tool on its label — Excel, Notion, or Canva / PDF. A short quick-start note is included.
What the two products do together
Sitting next to each other, the Expense Tracker and the Client Onboarding Checklist compose without a connector: the new-client intake pre-populates the next month-end close, and the monthly close makes the next onboarding quieter.
New client services + billing land in the same Notion source the Expense Tracker import reads. No duplicate data entry.
Three short welcome messages + the kickoff checklist carry a new engagement from contract to first deliverable — and into the next month-end row.
Profitability per client, derived from intake + close — without a bookkeeping app, in a file you already know how to open.
FAQ
01
Every file from the Expense Tracker (Excel workbook, Notion receipt log, Canva / PDF category calculator) plus every file from the Client Onboarding Checklist (Canva / PDF printable, Notion export) — five downloads in total, all on the same Tallyport domain.
02
Five downloads, all under 40 MB together. They unzip or open straight from your downloads folder — no installer, no account.
03
A single purchase covers one operator or one small business. Loop in a co-worker at the same trade name and you are within the license; reselling the files is not.
04
Reply to your purchase email and we will apply the price difference as a credit toward the bundle — or skip the bundle, since you already have one half of it.
Ready when you are
Five files, one email, one Stripe charge. The bundle delivers Expense Tracker and Client Onboarding Checklist together, before the page reloads.
Need a refund within 14 days? Reply to the receipt once it lands →