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▶Clients, closes, deadlines — and your head.
An ADHD bookkeeper planner for running client work with a busy brain: one spreadsheet command center for clients, monthly closes, deadlines, missing docs, invoices AND your head. Brain dump capture, a one-glance Today dashboard, gentle habits with no streaks to break — plus the practice side: close boards, deadline radar, billable hours.
An ADHD bookkeeper planner for running client work with a busy brain: one spreadsheet command center for clients, monthly closes, deadlines, missing docs, invoices AND your head. Brain dump capture, a one-glance Today dashboard, gentle habits with no streaks to break — plus the practice side: close boards, deadline radar, billable hours.
Practice-management software tracks the practice; ADHD planners track the brain.
The Today screen assembles closes due, overdue items, unpaid invoices and this week's billable hours into one view.
Every client's close is a checklist with an automatic % complete — you always know who's at 40% and who's done.
The radar counts down to every filing date with days-left flags.
Missing documents, who owes them, and when to nudge — no more scrolling your inbox to remember.
No rigid time-blocking, no guilt streaks, no 47-step setup — cream cells are the only ones you touch.
Colorful, Light and Dark versions with identical formulas — bright desk, dim office, or midnight.
Unzip and pick your color: Colorful, Light or Dark
Open in Excel, or import into Google Sheets (File → Import)
Skim the pre-loaded sample week so every screen makes sense
Add your clients, closes and deadlines in the cream cells
Open Today each morning — closes, overdue items and your top 3, rebuilt daily
Practice-management software tracks the practice; ADHD planners track the brain. This one is both: client roster with MRR, close boards with automatic % complete, deadline radar, doc chase and billable hours in the same file as a brain dump, gentle habits and a Today screen that rebuilds itself daily. Built shame-free — capture first, sort later.
As soon as your order is complete you get instant access to download your files. Prefer Google Sheets for real-time updates and dropdowns? It's fully optimized. More comfortable in Excel? It works just as well.
Built and tested in the latest Excel (Office 365). On Mac we recommend the Google Sheets version — the template is not compatible with Apple Numbers. Available in English. The template is delivered blank; the images and video show sample data to demonstrate how it looks once filled in.
It's built for exactly that — capture first, sort later, and the Today dashboard rebuilds itself daily so a skipped week never punishes you.
Both, fully. Microsoft Excel or Google Sheets via File → Import. Mac and PC. No subscription, no account, no install.
Every purchase includes Colorful, Light and Dark versions of the same spreadsheet — identical formulas, three looks.
A full sample week, so it makes sense the second you open it. The cream cells are the only ones you touch.
It's an instant digital download, so sales are final — but message us with any issue and we'll make it right.
For personal use only. © 2026 NicheToolkitHub — no resale or redistribution.