Small Business Finance Toolkit — Essentials
Small Business Finance Toolkit — Essentials
Most businesses don’t fail for lack of ideas- they fail because prices are guessed and cash goes unseen.
This toolkit turns confusion into clarity: set prices with confidence, know your exact break-even, and stay on top of both Business and Personal Cash-Flow.
Always know where your cash stands. See starting cash, this month’s inflows and outflows, and the projected end-of-month balance on one clean view—for your business and your personal money so every decision is calm and confident.
You’ll feel:
Clarity — see where money comes in and goes out
Control — know what covers your costs (no more guessing)
Confidence — make pricing and planning decisions you can defend
What’s inside
Pricing calculators (Product & Service) with target margin
Break-even: the exact sales needed to cover costs
Business Cash-Flow (12-month): inflows, outflows, timing
Personal Cash-Flow (12-month): keep home & business money separate
Revenue tracker + 3-year forecast (best / base / downside)
P&L & Balance Sheet snapshots
Start Here tab with guided, plug-and-play inputs
Format & delivery
Excel (.xlsx), 14 tabs, no macros. Google Sheets compatible (minor formatting may differ). Instant download.
Included in the Business Starter Kit (upgrade credit available).