Bundle
Business Planning Bundle: Cash Flow Forecast, Budget vs Actual, Break-Even and KPI Dashboard Workbooks
Plan the cash, set the budget, price for profit and watch the monthly numbers, in four workbooks that use the same plain method.
$79 one time · example and blank copies · download link by email
Who it is for
Owners who want a simple planning routine, and bookkeepers who set one up for clients.
Why it is different
- Four workbooks for less than buying them one by one.
- Each keeps its own folder and a filled example.
- Every assumption is a visible input, and none of them predicts results.
What is inside
- 13-Week Cash Flow Forecast. Weekly cash, the lowest point and a stress case.
- Budget vs Actual. A 12-month budget, monthly variances and a full-year forecast.
- Break-Even & Pricing. Break-even sales for your mix and the price for your target margin.
- Monthly KPI Dashboard. Margins, days sales outstanding, months of cash and trends.
Get it
Business Planning Bundle
Want every toolkit? The toolkit membership includes all of them, with a lower rate if you pay yearly.
Delivered as a zip of editable Word files and printable PDFs. For one business, your own use. General information and templates, not legal, tax or accounting advice. Forecasts and ratios are estimates based on the numbers you enter. They do not predict results. Not financial, tax or accounting advice. Payment is handled by Stripe. If a file will not open or something looks wrong, reply to your order email and we will make it right.
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