"Financial Intelligence for Small Business"
Custom Excel models, reporting tools, and financial insights to help you plan smarter, track performance, and make better decisions
Services coming soonI’m currently developing a set of Excel-based tools and financial insights tailored for small businesses.Whether you're looking to plan smarter, track performance, or understand your numbers — I'll soon be offering practical solutions to help you do just that.Check back soon or contact me if you'd like to be notified when services launch.
Excel
Fully editable Excel (.xlsx) file12-month income & expenditure forecastAutomatic cash flow calculationsEasy-to-use layout with input promptsPre-built monthly summary for quick insightsDesigned for small businesses & freelancersNo formulas to build. Just plug in your numbers and go.
Cashflow
Forecast with ConfidenceThis model includes a built-in 12-month cash forecast that clearly shows income, expenses, and your projected closing balance. Use it to spot trends, plan ahead, and make more informed financial decisions — all in one view.
Track Actual Performance with Ease
Compare your actual income and expenses against forecasted figures to stay on track and spot issues early. This section of the model helps you make real-time adjustments and stay in control of your financial goals.
