Contents

Chapter 1

What's Inside

This chapter covers the core features and capabilities of Pricing & Rate Calculator.

What's Inside

Spreadsheets (CSV → Google Sheets / Excel Import)

FilePurposeContent
sheets/hourly-rate-calculator.csvCompute your minimum hourly rate6 scenarios from $60K to $150K target income
sheets/project-quote-calculator.csvBuild project quotes with all cost layers8 worked project examples with line-by-line pricing
sheets/retainer-calculator.csvStructure monthly/quarterly/annual retainers5 retainer models with discount tiers and overage rates
sheets/billable-hours-model.csvTrack and project your actual utilization8 weeks of realistic time data with non-billable breakdown

Formulas Reference

FilePurpose
formulas/FORMULAS.md20 Google Sheets formulas: rate calculation, project quoting, retainer pricing, utilization tracking

Documentation

FilePurpose
docs/pricing-methodology.mdThe math behind your rate: 5 variables explained with benchmarks and worked examples
docs/raise-your-rates-guide.mdWhen and how to raise rates: 5 signals, 4 strategies, pushback scripts, annual calendar
docs/CUSTOMIZATION.mdAdapt every calculator for your profession, tax situation, and business stage

Pages (Guides)

FilePurpose
pages/calculator-setup.mdImport, format, link sheets, add interactivity, protect formulas

Features

  • Bottoms-Up Rate Calculation — Starts from your target income and works up to include expenses, taxes, and profit
  • 6 Pre-Built Scenarios — Conservative to Premium, with realistic numbers you can compare against
  • Project Quote Builder — Layer labor + materials + buffer + overhead + profit for accurate fixed-price quotes
  • Retainer Pricing Models — Monthly, quarterly, annual pricing with commitment discounts and overage rates
  • Billable Hours Tracker — 8 weeks of sample data showing how utilization affects your real earnings
  • 20 Ready-to-Use Formulas — Every formula documented with worked examples and cell references
  • Rate Raise Framework — Scripts, strategies, and a calendar for increasing rates without losing clients
  • The Three-Tier Proposal — How to structure proposals so clients choose your preferred price point
Chapter 2

Quick Start

Follow this guide to get Pricing & Rate Calculator up and running in your environment.

Quick Start

1. Download and unzip the product files

2. Create a Google Sheets workbook with 4 tabs

3. Import each CSV as a separate sheet (see pages/calculator-setup.md)

4. Replace the sample inputs in the Hourly Rate Calculator with YOUR numbers:

  • Your target annual income
  • Your real business expenses
  • Your estimated tax burden
  • Your desired profit margin
  • Your available work weeks and hours

5. Read your calculated rate — that's your minimum. Round up to the nearest $5 or $10.

6. Use the Project Quote sheet to price your next project using your new rate

The Core Formula

                Target Income + Expenses + Taxes
Hourly Rate = ─────────────────────────────────────
                Billable Hours × (1 - Profit Margin)

Worked example:

  • Target Income: $80,000
  • Business Expenses: $12,000
  • Tax Burden: $23,000
  • Billable Hours: 1,344 (48 weeks × 40 hrs × 70% utilization)
  • Profit Margin: 15%
  • Minimum Rate: $100.67 → charge $105/hour
Chapter 3
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FAQ

Chapter 4
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