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Finances

From the CRM money fields, live · payment verification arrives with the server-side Stripe integration — until then, invoice dates are as maintained by hand

MRR (retainers)
$60,000
Monthly profit (Nate)
$46,040
Delivery cost
$13,960
Margin
77%
Blake pay
$8,560
Paying clients
11
Periods not active
5

Per client

ClientRetainerPackagePer videoProfitMarginCyclePeriodPosted this mo.
Chase Fisher$10,0008$1,250$6,60066%30-day rollingended 2026-08-312 / 8
Charlie Moroze (Addictd)$10,0008$1,250$8,60086%30-day rollingended 2026-08-203 / 8
Luke Pierce$8,0008$1,000$6,60083%30-day rolling2026-11-170 / 8 · 9 scheduled
Jon Matzner (Sagan)$7,000$6,00086%30-day rolling2026-09-240
Kenny Cox (Civil)$5,00016$313$3,36067%30-day rollingended 2026-08-200 / 16
Ibra Wane$5,0008$625$3,68074%30-day rolling2026-09-100 / 8 · 2 scheduled
Dan Lorenz$5,0008$625$3,68074%30-day rolling2026-09-170 / 8 · 4 scheduled
Elisa consulting$4,000$3,20080%no period0
Kait Willett$2,5008$313$1,68067%30-day rollingended 2026-08-215 / 8
Cole Simpson$2,0004$500$1,44072%Calendar month2026-09-055 / 4
Leon + Sharbel consulting$1,500$1,20080%2026-10-010

Upcoming invoices

Cole Simpson$2,0002026-09-05
Ibra Wane$5,0002026-09-10
Dan Lorenz$5,0002026-09-17
Jon Matzner (Sagan)$7,0002026-09-24
Leon + Sharbel$1,5002026-10-01
Luke Pierce$8,0002026-11-17