simple templates to keep your finances on track
Finance doesn’t need to be complicated. One of the most common mistakes business owners make in the financial space is to overcomplicate their tools. We’ve curated these templates to get you started and keep things simple.
12 Month Budget, Cash Reserve & Cash Planner
12-month budget planning, a full cash reserve strategy (Taxes, annual payments & investments) and monthly, weekly & daily cash flow planning Google Doc Link
How-to Video> go to recordings and find the Budget & Cash Flow How-To
Simple Cash Flow
Monthly, Weekly, Daily Cash flow plan (same layout as the cash planner in the template above)
Working Capital Planning
Use this to plan your recurring cash needs
How to Video >> go to recordings and find the working capital how-to
Annual Planning Guidance
Plan the next 12 months using this guide!
How to video>> go to recordings and find the annual planning guide how-to
Valuation Template
How to video >> go to recordings and find the HOW TO: Valuation Template
Cap Table Forecast
Financial Checklist - use this checklist when you miss our accountability calls
NEW! List of 218 KPIs to inspire you
Use this list help you work through what KPI’s you need for your business
NEED MORE SUPPORT?
Join the monthly accountability call
Ask questions on the slack channel
Send a message to our CFO team
Need for something else?
Is there a template you wish were on this list?
Send us a note! We’ll get back to you if we can make that happen!