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.

💡 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.