A free gift for readers of The Plumbing Bookkeeper
Your Shop Kit is ready.
The Excel workbook that goes with the book, with a tab for every working chapter. It opens filled in with Ray Delgado's numbers so you can see every formula work. Then you type your own numbers into the blue cells.
Download the Shop Kit (Excel)
No email. No sign-up. Works in Excel, Google Sheets, and Apple Numbers.
On your phone? The download works, but the workbook is much easier to use on a computer. You can also email this page's link to yourself and open it later at your desk.
What's inside
- Shop SettingsTax and reserve rates, your paycheck, targets · Ch. 3
- DashboardLast year, free cash, monthly dials · Ch. 1, 2, 16
- Money HourThe weekly 60-minute checklist · Ch. 2
- Chart of AccountsThe lean plumber's categories · Ch. 4
- Job CostingMargin and true profit on every job · Ch. 5
- True Hourly CostThe real cost of a billable hour · Ch. 6
- OverheadDaily nut and cost per van per day · Ch. 7
- Price BuilderFive-step pricing and a 25-task pricebook · Ch. 8
- AR TrackerUnpaid invoices and aging · Ch. 9
- Leak AuditYour seven slow leaks · Ch. 10
- Truck StockStock list, reorder flags, returns · Ch. 11
- Tax TankSet-aside rate and quarterly estimates · Ch. 12
- Mileage Log2026 IRS rates applied by date · Ch. 12
- Cash ForecastThirteen weeks ahead, low point flagged · Ch. 13
- Water ClubMembership profit and growth · Ch. 14
- Hire CalculatorTrue cost and the hire test · Ch. 15
- Monthly CloseThe ten-step close · Ch. 16
- 90-Day PlanThe step-by-step plan · Ch. 17
How to start
- Save a copy before you change anything, so Ray's example is always there to compare.
- Fill in Shop Settings, then True Hourly Cost, then Overhead. Most other tabs read from these three.
- Work through the rest in chapter order as you read.
- Google Sheets: open sheets.google.com, choose File → Import → Upload, and select the file.