"Value included shop tools without inventing subscription savings"
"Source","https://bluefinchadvisors.com/blog/shop-toolbox-review-avoid-double-counting-software-savings"
"Basis","User-entered planning records. Filled fields do not establish completion, approval or compliance."

"Current paid service","Verified annual cost","Needed function","Included tool scope","Migration dependency","Supported avoided cost","Missing required fields"
"Standalone report service","$588 illustrative","Monthly owner review","Confirm enabled dashboard sources","Export history and test replacement","Only after cancellation is verified","None"

"Use this worksheet"
"Use one row for each paid service being considered for replacement."
"Record its verified annual cost, needed function, included-tool scope and migration dependencies. Count avoided cost only when the replacement and canceled spending are supported."
"Review the actual business records separately. This worksheet does not connect to accounts or change your records."

"Sources"
"IRS: supporting business records","https://www.irs.gov/businesses/small-businesses-self-employed/what-kind-of-records-should-i-keep"
"SBA: manage your finances","https://www.sba.gov/business-guide/manage-your-business/manage-your-finances"
"FTC: protecting personal information","https://www.ftc.gov/business-guidance/resources/protecting-personal-information-guide-business"