Time to get cozy with your numbers...

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If there’s one thing we’ve heard time and time again from clients, it’s that they don’t know how to manage their finances and therefore they have limited ability to make informed decisions about their business.

That ends now.

For most of the last decade, we’ve been operating businesses with this Financial Projections & Cashflow Management Document.

It’s been ESSENTIAL to understanding cash flow, saving money on taxes, understanding what and how the owner can legally get money out of the business, paying off debt, and making sure you’re running a profitable business with no surprises.

We have held this document close to our hearts as this is truly a cherished and prized creation, but we’ve decided it’s time to share it with the world. So world, we’re excited to share our Financial Projections & Cashflow Management Document with you.

Don’t worry, we’ve recorded videos that will show you how to use it and you can always hop on The CEO Hotline and Kiley will review it with you one-on-one.

When you use this document, you’ll be able to:

  • Accurately track your projected and actual revenue, cost of goods sold, operating expenses, and profits.
  • Strategically pay yourself in ways that reduce your taxable income.
  • Monitor cashflow month over month and year over year.
  • Plan for debt payment.
  • Understand what reduces taxable income and what doesn’t.
  • Estimate quarterly tax payments.
  • Identify which services are responsible for what percentage of revenue.
  • Figure out when you can pay yourself more (and the smartest ways to do that).
  • Map out 401k contributions and profit distributions.
  • Easily strategize how to maximize your earnings from your business in one place.

What’s even better? It’s a one time investment, not an ongoing subscription. A one time fee and you’ll have it for the rest of your business life.

You’re welcome, friends. This puppy has been a labor of love and we’re thrilled to share it with you!

“I absolutely love the Financial Projections spreadsheet. It has helped me keep an eye on where money is going and has been instrumental in planning for the year ahead. I even created a version for myself to keep track of personal spending. 10/10 - every business owner needs to not only keep an eye on their finances, but also feel confident doing it.”

Do yourself a favor and level up. Get up close, personal, and downright friendly with your numbers. Learn to love them. Now's the time.
Let's do this!

The Financial Projections & Cashflow Management Document comes as a FREE bonus when you purchase our Make Business Personal Accelerator!

This program is the most comprehensive educational training program for service-based women business owners to launch, reset, realign, or pivot their businesses. And you’ll also have the opportunity to join a community of MBP Accelerator Alumni with guest speakers and monthly Q&As with Kiley. Definitely check it out!