Five Excel templates that give any small business complete financial visibility. Plug in your data. Get clarity. No accounting degree required.
Most small business owners operate without the tools that corporate teams take for granted. That's expensive.
Cobbling together revenue, expenses, and cash flow across disconnected files. Every month starts from zero.
Revenue is up — but is it profitable? Can you afford that hire? Without connected data, you're operating on instinct.
A fractional CFO runs $3,000+/month. A bookkeeper is $500+. You need the output without the overhead.
Each file is pre-built with formulas, formatting, and plain-English instructions. Open it. Enter your data. Done.
Transaction-level logging with automatic monthly summaries, category breakdowns, payment status tracking, and a visual dashboard.
Categorize every dollar out. Automatic monthly totals, category analysis, and trend visibility to control costs.
Month-by-month revenue and expense budgets. Set targets, allocate resources, build a financial roadmap.
Plan versus reality. Automatic variance calculations flag exactly where you're on track and where to adjust.
Project your cash position 12 months forward. The first thing every lender and investor will ask for.
Every file ships with these features built in. No setup. No configuration.
Plain-English guide in every file. Yellow = type here. No guessing.
KPI cards, charts, and summaries that update the moment you enter data.
Pre-built category lists keep your data clean and consistent.
If you run a business and need financial visibility without the overhead, this is your toolkit.
You're running everything. These templates are your finance department for the cost of one lunch.
You know you need better tracking but don't have a finance hire. This bridges the gap.
Prove financial viability from day one. Look like you have a CFO before you can afford one.
Products or hourly billing — the templates flex to fit. Revenue categories are fully customizable.
Get the Expense Tracker template — the same professional quality as the full bundle — at no cost. No email required. Instant download.
Download Free TemplateThese templates are built by a working FP&A professional — someone who builds financial models, variance analysis, and executive dashboards for a living.
The same principles that drive corporate finance — clean structure, zero errors, clear documentation, presentation-ready formatting — are embedded in every file. The difference: the complexity has been stripped away so any business owner can use them in minutes.
Every formula has been tested. Every layout has been refined for clarity. This is the financial toolkit that small businesses have been missing.
Five templates. One payment. Complete visibility into your business — starting today.
Get the Bundle — $47