MoneyCalc

Freelance Rate & Quote Workbook

Work out the rate you actually need to charge

The gap between what a freelancer bills and what they needs to bill is almost always the same four things: unpaid admin, business costs, dead time and tax. This puts all four in one sheet, divides by the hours you can actually bill, and hands you a floor. Then it builds the quote on top of it, margin included.

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What it does

  • One number: the lowest hourly rate you can accept
  • Accounts for unpaid admin, dead time, costs and tax set-aside
  • Quote builder with margin, deposit and five ready-made terms
  • 12-month cash flow that finds the month you run short
  • Pipeline tracker that computes your real win rate

Tabs in the file

  • Rate card — Ten inputs produce your minimum billable rate.
  • Quote — Eight line items, margin, deposit, ready-made terms.
  • Cash flow — 12 months of invoicing against costs and tax.
  • Pipeline — 20 opportunities, weighted, with win rate.

What's included

  • The .xlsx file itself
  • A 'How to use' tab with a worked explanation of each tab
  • Free updates if we change the rate model

Delivery

Instant download link on the order confirmation page, plus a copy by email.

Important — please read

  • This is a pricing worksheet. It is not financial, tax or legal advice, and it is not an accounting tool.
  • The example numbers are illustrative. Nothing here is personalised to your situation.
  • The tax set-aside percentage is a planning figure you choose. Your actual liability depends on your jurisdiction and filing status — talk to a qualified accountant.
  • Billable hours, dead time and unpaid admin are estimates. Treat the output as a floor to sanity-check against, not a promise of income.
  • Nothing in this file is a contract. Use your own terms of business.

Questions, corrections or a mistake in the file? Email paomianll@126.com. We answer within three business days. If the file turns out not to be useful to you, ask for a refund within 14 days. Every calculator on MoneyCalc stays free whether you buy this or not.

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