ONE-OFF
SERVICE
In this package, we design a cashflow forecast for you, bespoke to your business, based on your actual spend and also include your upcoming bills, including tax bills and loan repayments.
There are thousands of cashflow forecasting templates online, but to do this yourself it takes a good chunk of time and the thing is, it needs to be customised to your business. Across all my monthly clients, no forecast looks the same.
We will set you up with a cashflow forecast (in your preferred product, usually Excel, Google Sheets or Xero) and teach you how to use it. This service includes 4 weeks of on-going support, you can ask any questions as you learn to use your new forecast.
"I've been working with Kate and her team at Tidy Books for years now.
One of the best things she's set up for me is her custom cashflow forecast spreadsheet. It's made just for my business, and it helps me plan ahead, smooth out the ups and downs in our monthly cashflow, and gives me a clear direction. I review it weekly and it’s an essential tool within my business."
Rob Connell – Director Autopro European
