Cash Flow Calendar
$77
Are you a Small Business Owner who wants visibility to your Cash Flow real time on a daily basis? This template provides you access to your bank statement activity in one consolidated place with daily, weekly, and monthly cash flow visuals.
Added benefits include:
1. Chart of accounts assessment to ensure proper tracking and categorization of transactions for bookkeeping purposes
2. Detailed transactions proactively separating any personal and business transactions (for tax tracking purposes)
3. Suggested Action items prompted by AI to ensure accurate and complete account for each transaction
FAQ
• Do I need accounting experience? No. Step-by-step instructions are built into the template.
• Is it a subscription? Nope. $77 once and it's yours to keep!
• What do I need? Excel, your bank activity with personal details removed, and invoices/contracts with future cash inflows/outflows
• Does it replace a bookkeeper? No; but it gives you visibility until you're ready for one!
*For optimal results, it is recommended to use Claude Cowork for this template; no other AI tool is recommended for use at this time. Review of prompt results is highly recommended to ensure complete and accurate presentation of transactions.
This template does not constitute or substitute bookkeeping, tax, or legal advice.
$77
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$77