CRM FINANCIAL ASSISTANT
“Life Manager”
For Tutors and Teachers
Manage your work efficiently, easily, and quickly — let the system handle the calculations.
Life Manager is a spreadsheet-based management system for tutors and teachers that helps you:
Analyze your income and expenses, identify the sources that bring clients, and discover the strengths and weaknesses of your work. All of this becomes possible with Life Manager — Financial Assistant, a system I developed to organize my own tutoring practice and which is now used by many educators.
For Tutors and Teachers
Manage your work efficiently, easily, and quickly — let the system handle the calculations.
Life Manager is a spreadsheet-based management system for tutors and teachers that helps you:
- Track your real income and expenses
- Understand which sources bring in clients
- Plan your budget and workload
- Make decisions based on numbers, not guesswork
The system was originally created by me for my own work and is already used by dozens of tutors.
Analyze your income and expenses, identify the sources that bring clients, and discover the strengths and weaknesses of your work. All of this becomes possible with Life Manager — Financial Assistant, a system I developed to organize my own tutoring practice and which is now used by many educators.
Why Life Manager Is More Than Just a Spreadsheet
- Created by a practicing tutor
- Designed specifically for the realities of the profession
- Replaces chaotic notes and scattered Excel files
- Saves time and reduces financial stress
- Helps you work consciously and sustainably instead of burning out
“Utilities” Expense Tracker
YOU: enter meter readings and utility bill amounts.
THE SPREADSHEET: shows which months you spend the most on water and electricity, calculates your average monthly utility and communication expenses, and helps you analyze and control your spending.
“Annual Budget” Journal
YOU: enter information about your professional income and the number of hours worked.
THE SPREADSHEET:
- Calculates monthly and yearly profit
- Computes your average income
- Builds charts showing income growth, decline, and overall trends
- Calculates your average workload
- Helps identify overwork or hidden growth potential
- Provides statistical insights for holidays and vacation periods to improve income forecasting
“Tutoring” Journal
YOU: enter student information, hourly rates, taxes, and mark completed lessons and absences.
You can also add the student’s grade level, city, and client acquisition source.
During the day, the lesson journal allows you to track whether:
- A report was sent to parents
- The tax was paid
- Homework was sent
- The lesson was paid for
- And other important details
- Calculates revenue and net profit for each student
- Shows absence percentages
- Counts the total number of lessons per year
- Summarizes paid taxes and commissions
- Calculates the average hourly rate
- Computes LTV (average profit per student)
- Tracks how many students come from each city and platform
“Monthly Budget” Journal
YOU: enter your students’ names, hourly rates, and the planned number of lessons per month for each student. You can also create a personal monthly expense plan and track your savings goals.
THE SPREADSHEET:
- Calculates whether your income will cover all planned monthly expenses and goals
- Shows remaining balances for each month, helping you redistribute income to cover weaker months
- Helps build an accurate year-long budget month by month
- Allows you to calculate and save the exact amount needed for summer breaks — not by guesswork, but precisely
- Counts the remaining working hours for the month
- Tracks your total savings as well as progress toward specific financial goals
“Smart Purchases” Journal
YOU: add your goals and desired purchases to the spreadsheet by category — such as travel, real estate, gadgets, clothing, and more.
THE SPREADSHEET:
- Calculates how much time will be needed to achieve all your goals
- Helps you set priorities
- Encourages more conscious spending decisions so you can give up unnecessary purchases and reach what truly matters faster
Smart Schedule
YOU: set your desired monthly income and fill in your schedule with students, including hourly rates and time zones.
You can also add personal events and appointments.
- THE SPREADSHEET:
- Calculates target and actual income by day, week, half-month, and month
- Displays workload distribution across different days
- Allows you to track cancellations and rescheduled lessons
🎁 Bonuses:
- “Birthdays” Tracker — so you never forget important dates
- “Happiness Indexes” Tracker — goal tracking across key life areas such as Health, Career, Friendship, Relationships, Meaning of Life, and Comfort, helping you stay on course toward a happier life
- “Personal Computer” Tracker — stores information about your PC, including components and specifications
- “Car” Tracker — keeps records of vehicle specifications, expenses, and maintenance history
