Resources
Welcome to your go-to library for practical, CPA-crafted tools designed to help small business owners, side hustlers, and entrepreneurs master cash flow.
💸 FREE TOOLS (Email Sign-Up Required)
These tools are completely free – just sign up for our newsletter to unlock them instantly.
📊 12-Month Cash Flow Forecast Template
Plan ahead with confidence. This plug-and-play Excel template helps you map out Monthly inflows, outflows and month-end cash balance.
👉Download for Free →
✅ Cash Flow Health Checklist
A 2-minute self-assessment to spot potential cash flow issues before they become real problems.
👉Download for Free →
📊 13-Week Cash Flow Forecast Template
Coming up soon!
🧾 Side Hustler Starter Kit
Coming up soon!
🚀 PREMIUM DOWNLOADS (Paid Members or One-time Purchase)
These are deeper resources with more customization or extended use cases. Available for a one-time fee.
📈 Accounts Receivable Playbook: Get Paid Faster — $15
Save hours of chasing payments and thousands in missed revenue with this ready-to-use AR system!
A full package of resources on sample invoice templates, proven processes and email templates to help you collect payments faster, incl.
- 📘 Full Playbook
- 📄 Editable invoice template
- 📧 Email follow-up template pack
- 📊 Simple AR aging tracker
- 📋 Monthly AR checklist
👉Paid Members for Free Download →
👉One-time Buy Now →
✅ Unlock this and all future toolkits for just $5.99/month!
📈 Accounts Payable Playbook — $15
🧰 Cash Flow Template Bundle (5-in-1) — $19
Includes forecast templates, payment tracker, burn rate calculator, and more. Ideal for small biz owners.
Coming up soon!
🧮 Side Hustle Financial Planner — $9
A step-by-step tool to track profitability, goal milestones, and cash buffer.
Coming up soon!
📚 Guides & Playbooks
These are bonus resources to go along with our blog posts – full of actionable tips.
- Managing Cash Flow in a Seasonal Business
- How to Monitor and Improve Your Cash Flow
- Accounts Receivable Best Practices
💡 Tip: Want access to everything? Join as a paid member and unlock all premium resources at no extra cost.
📥 Want more? We’re always adding new templates and guides. Join the list to get notified.