Allocation Calculator
Allocation Calculator
Allocation Calculator

Allocation Calculator

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Visualize the whole scope of your business finances with a calculator that can divide and conquer it all. 

This valuable tool will allow coaches, course creators, or online service providers to instantly tally the financial data crucial for smart business decisions. Whether you run a sole-proprietorship or an S-Corp, easily calculate your expense breakdowns and profits with an invaluable tool that lets you stay informed and scale sustainably.

About the Allocation Calculator 

Take the headache of number crunching out of your day! If the math just isn’t adding up, it’s time to let this customizable template do the work for you. With this digital download, you can input your income and immediately see a financial breakdown of your allocated expenses, taxes, profits, and more. This Google Sheets template serves as a valuable alternative to complicated accounting software and allows you to access the crucial data you need, fast. 

This user-friendly calculator lets you easily visualize your business finances and streamline your money management. Feel confident with a straightforward tool that simplifies the big picture, allowing you to take actionable steps towards sustaining and growing your business. 

What’s Included

  • ALLOCATION CALCULATOR: Instantly calculate owner’s pay, expenses, profit, and taxes by inputting the total income your business receives. 
  • MONTHLY BUDGET SPREADSHEET: Stay ahead and track recurring operating costs to cover all overhead expenses and taxes easily.
  • S-CORP OR SOLE PROPRIETOR OPTIONS: Calculate your company’s tax expenses based on your business type. 
  • VIDEO TUTORIAL: Discover how to effectively utilize the calculator and maintain data as your company grows.
  • PDF GUIDE: A handy reference with step-by-step use of the calculator.
  • FUTURE UPDATES: Access to subsequent versions of the Allocation Calculator.

Plus Free Bonuses to Calculate your Allocations Like A Pro

  • Benchmarks specified by business type let coaches, agencies, and course creators access their unique expense, profit, tax, and owner’s pay breakdowns.
  • Bank account recommendations to allow you to divide your funds among specific accounts cleanly.

Purchase the Allocation Calculator to easily complete your monthly financial forecasting and get your figures in order, fast.

Refund Policy

For all digital products we have a 14-day refund window.

We understand that sometimes a purchase happens and it's just not quite the right fit! If you are unsatisfied with the product(s) you purchased, please email us at We'll be happy to work with you to find a solution. If you email us within 14 days of your purchase, we can fully refund you for the product(s). 

In addition, we offer a monthly Q&A call to anyone who has purchased one or more products from The CFO Shop. We encourage you to attend these monthly calls to receive support and get your questions answered.

For all live workshops we have a 14-day refund window leading up to the workshop. We do not issue refunds after the live workshop is complete.

Licenses Explained

Business Owner License

This option is for any individuals who are purchasing a product for their own, single use.

Bookkeeper/CFO License

This option is for any bookkeepers or CFO's who want to use a product with multiple clients. You can then re-brand it and customize it as if it's your own. You can choose the 5 license option or the 10+ license option, depending on how many clients you'll be using the product with.


What type of support is offered when I purchase this product?

Emily hosts a monthly Q&A call and anyone who has purchased one or more products from her is welcome to join each month. There's a form to submit your question ahead of time so Emily will definitely get to your question. We record all Q&A calls and use a tool called Searchie so you can quickly search for key words within all of our Q&A recordings. You're also welcome to email us with small questions at

What format are the instructions in?

For all products we include written instructions in a PDF, as well as video tutorials with the option of closed captions. We try to make the information as accessible as possible, but if you have any additional requests, please email us at

How is this product delivered?

I use Thinkific to deliver the product, tutorials, and bonuses. After you complete the payment, you will be brought to my Thinkific school where you'll be asked to set up a login and then you can immediately access the product.

Can I use this product if I'm not from the U.S.?

Yes, this product will still be useful if you live in another country. However, any tax related topics will obviously be different, so keep that in mind when you're doing your bookkeeping, strategizing for tax savings, etc. If this product includes video tutorials in QBO, please keep in mind that the layout of your version of QBO may be different than mine, but the general features should be the same.

Additional questions? Email us at!

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