New In Business

Templates

Practical, ready-to-use financial templates for early-stage businesses — built to help you think through your numbers, not just fill in a spreadsheet.

Forecast Template — 1, 3, and 5 Years
A financial forecast template for each time horizon, paired with prompting questions
that walk you through the assumptions behind your numbers — revenue drivers,
expenses, timing, and growth — so your forecast reflects real thinking, not guesswork.

Cash Flow Forecast Template — 12 Months
A 12-month cash flow forecast, tracked by month or by week. Map your cash needs well
in advance, so there are no surprises when a slow month or a big expense hits.

Budget Template — 12 Months
A 12-month budget template that goes beyond income and expenses. It pulls in your
forecast items alongside balance sheet items — new capital loans, capital expenditures,
owner draws, and fixed asset purchases — so your budget reflects the full financial
picture, not just the P&L.

Template 2-Pack
Choose any two templates from above, bundled at a better price.
Template 3-Pack
All three templates — Forecast, Cash Flow Forecast, and Budget — bundled together.

Business Starter Pack

For business owners who want their financial foundation built for them — right, from the start.

What’s Included

• QuickBooks Online file setup
• Profit & loss statement setup
• Balance sheet setup
• Year 1 forecast, fully completed for your business
• Template for your Year 3 and Year 5 forecast
• Cash flow forecast template
• Two 60-minute CFO planning sessions

The Business Starter Pack gets your books, your reporting, and your first-year forecast built and in place — plus the templates and CFO time to plan ahead for what’s next.

Scale With Confidence. Get Your Business Starter Pack