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Free checks, calculators, and the spreadsheets we actually use.

These are the working files behind a monthly close, a cash forecast and a hiring decision. Download them and use them. There is no form, no email address to hand over and nothing to sign up for.

Calculator

What an accountant on your payroll really costs.

The salary line is never the whole number. Put your own figures in and see the all-in monthly cost, bonuses, fund and desk included.

Calculator

How much do you have to sell to break even?

Calculator

How long does the money last?

A number this important deserves better than a box on a page: the cash flow forecast template below tracks it week by week, and the real answer is accounts that are current enough to trust.

Templates

Fifteen spreadsheets, grouped by the problem they solve.

Excel files, no currency hard coded into them, so they work in taka without editing. Direct download.

Run the month

The recurring work. If these four are in place a month closes in days rather than weeks.

Monthly close checklist

Every task that has to happen between the last day of the month and a set of numbers you can trust, with who does it and by which business day.

Download .xlsx

Chart of accounts

A starter chart of accounts for a growing company. Most accounts that need cleaning up were coded into a list nobody designed.

Download .xlsx

Receivables and payables aging

Who owes you, how long it has been, and what you owe. The single most useful sheet in a business waiting on payment.

Download .xlsx

Budget against actuals

What you planned, what happened, and the gap named line by line so the conversation is about causes rather than surprises.

Download .xlsx

Know where the cash is

Profit and cash are different questions. These answer the second one.

Cash flow forecast

Money in and money out, week by week, so you see a shortfall while there is still time to do something about it.

Download .xlsx

Runway calculator

How long the money lasts at the current burn, and what changes if you cut or raise.

Download .xlsx

Revenue recognition schedule

For advances, retainers and anything billed before it is delivered. Cash received is not revenue earned.

Download .xlsx

Plan and hire

Before you commit to a cost you cannot easily reverse.

Hiring plan

Roles, start dates and loaded cost on one sheet, so a hiring plan is a cash plan rather than a wish list.

Download .xlsx

Financial model

Drivers, revenue build, costs and headcount, with the assumptions in one place where they can be argued with.

Download .xlsx

Show it to someone outside

Investors, a board, a lender or a partner. What they ask for, in the shape they expect it.

Investor and board update

Numbers, commentary and asks, in the format people who read a lot of these are used to.

Download .xlsx

Cap table and dilution

Who owns what now, and what a round does to that. Worth having before the conversation, not during it.

Download .xlsx

Recurring revenue metrics

Retention, churn, expansion and the rest, for a subscription or contract based business.

Download .xlsx

Fix how the work is done

The operational side. Useful when the numbers are late because the process is, not the accounting.

Standard operating procedure

One process written down properly, so it survives the person who has been doing it from memory.

Download .xlsx

Process audit worksheet

Walk a process end to end and mark where it stalls, who touches it and what is done twice.

Download .xlsx

Software spend audit

Every subscription, what it costs a year, who uses it and whether anything else already does the job.

Download .xlsx

Or let us look at the real thing.

Thirty minutes and a look at your accounts, no charge. We say honestly whether we can help, and what it would cost.

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