P&L and Forecasting Tool

This tool is created for freelancers and service-based entrepreneurs (or anyone who wants to organize their finances, really). You can take a sneak peek here with a recorded walkthrough on Vimeo.

If you're looking for a better handle on your P&L, cash flow, and finances, you've come to the right place. The tool allows you to set goals, track revenue, expenses + profitability, and forecast for future quarters. It has proven results and helps to visualize your business behind the scenes. Does this sound overwhelming and terms over your head?

Don't worry. Within, there are helpful guiding notes as you work to customize it for yourself. This is a simplified version of the tool we customize for our retained clients - simple enough to DIY yet comprehensive enough for your CPA to drool over your organizational skills.

If you have questions after viewing the walkthrough, please email us.