Most notaries guess at travel fees, and many lose money on trips without knowing it. This 9-tab spreadsheet does the math for you.
Quote Calculator: answer a few questions on the booking call and get a quote that splits notarial and service fees, your net profit, your real hourly rate, and a TAKE IT or RAISE THE PRICE verdict. It even writes the confirmation text for you.
Invoice: pick services from a dropdown; rates and totals fill in automatically.
Revenue Log and Dashboard: monthly revenue, estimated mileage deduction, unpaid balances, and which type of work pays best per hour.
Break-Even: your startup cost and how many appointments it takes to hit your income goal.
Retainer Builder: show a business what notarizations cost them now versus your monthly plan, with the pitch written for you.
90-Day Scorecard: the weekly habits that build the business.
Set your rates once and every tab updates. It flags any notarial fee above Florida's legal maximum. Works in Excel, Google Sheets, and Apple Numbers.
All sales are final. Instant digital download, no refunds or exchanges. If a file won't open, email info@caymontnotary.com and I'll send a working copy within one business day.
Business education only, not legal, tax, or financial advice.