Master Your Finances with Our Cashflow Template

Take control of your business finances with our user-friendly Excel template designed for small business owners.

  • Our Excel template provides insights into your current bank position, giving you a clear overview of your financial health.

  • Anticipate future cash inflows and outflows with ease using our template, empowering you to make informed financial decisions.

  • Even with limited Excel knowledge, you can effectively utilise our template to create a robust cashflow projection for your business.

Unlock Financial Clarity with Our Cashflow Training

Our Cashflow Template (Excel) is a game-changer for small business owners. It simplifies the process of managing finances, allowing you to predict your future cash position with confidence.  If you would like more than just a template, why not do the short cashflow training course, which has the template included, and use the videos and text to get a fuller understanding of how to create a meaningful and useful cashflow.

Meet the Creator of the Cashflow Template

Hi, I’m Wendy, a freelance Financial Controller and bookkeeper.  As a small business owner myself, and through working with dozens of fellow small business owners over the year, I understand the challenges of financial planning. That’s why I developed this user-friendly tool to help entrepreneurs like you take control of their finances and pave the way for sustainable growth.

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Financial Position Template

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Sole Trader Ledger Template