Bundle

The Complete Cash Flow Forecast Template Bundle

Every industry template we make, plus the master template and all future updates. Built for accountants, bookkeepers, consultants and owners of more than one business.

Forecast views
13-week, 12-month, 3-year
Works in
Excel, Google Sheets
Includes
30 industry templates

$129 $1,170

Buy now, instant download

Secure checkout with Stripe. Card, Apple Pay and Google Pay. Download straight after payment, with a copy of the link by email.

What’s inside

  • All 30 industry cash flow forecast templates
  • Master template you can adapt to any business
  • 3-year cash flow projection for business plans and loans
  • Every future template and update, free
  • Commercial licence to use with your own clients
  • Excel and Google Sheets versions

Who the bundle is for

Bookkeepers, accountants and fractional CFOs who build cash forecasts for clients in different industries. Owners of more than one business, or a business that spans several models, such as a café with catering, or a builder with rental properties. And anyone who wants every format in one place, including the master template for businesses we don’t yet cover.

What’s included

  • All 30 industry templates, each with its own industry tabs: progress billing and retainage for construction, food and card costs for restaurants, stock purchases for ecommerce and retail, recurring revenue and churn for SaaS and gyms, a rent roll for landlords, a crop calendar for farms, a grant schedule for nonprofits, and more.
  • A master template built on the general small business engine, ready to adapt to any business by renaming the lines.
  • Quick-start guides as PDFs for every template, to share with clients or colleagues.
  • Every future template and update, sent free to bundle owners.

Every template includes the same forecasting engine: a dashboard, a settings tab with a best, expected and worst case switch, a 13-week weekly forecast, a 12-month monthly forecast, a 3-year outlook, an actuals tab and a variance report comparing actual results with the forecast.

Commercial licence for client work

The bundle includes a commercial licence. You can use the templates with your own clients: build their forecasts, rebrand the Start Here tab with your logo and deliver the workbook as part of your service. You can’t resell or redistribute the templates as templates.

Why buy the bundle

The bundle costs less than buying four industry templates separately. For advisers, it replaces the time spent building a new forecast from scratch for each client. Every template is tested in Excel and Google Sheets, with no macros or external links, so clients can open it wherever they work.

Who gets the most from it

Bookkeepers and accountants who offer cash flow forecasting as a service often use the bundle to standardise their work: every client gets a forecast in the same familiar structure, with the right industry tabs, and monthly reviews are faster because the dashboard and variance report look the same across clients. Owners of several businesses use it to keep each business’s forecast separate while comparing them side by side.

How it’s delivered

After payment you’ll get an instant download link on screen and by email. The download is a single zip file with the industry templates in one folder, the quick-start guides in another and a read-me with licence terms.

Not sure which templates you need?

Browse the templates by industry, or start with the free 12-month template.

Templates in the bundle

Questions people ask

Can I use the bundle with my clients?

Yes. The bundle includes a commercial licence for use with your own clients. You can’t resell the templates as templates.

Do I get new templates?

Yes. Every template we add later is sent to bundle owners free.

What format are the files in?

Excel .xlsx files that also work in Google Sheets, plus PDF quick-start guides, delivered as one zip file.

Is there a master template for other industries?

Yes. The master template uses the general small business engine and can be adapted to any business by renaming the cash lines.

Can I rebrand the templates for clients?

Yes. Add your logo and contact details to the Start Here tab and deliver the workbook as part of your service. The commercial licence covers use with your own clients.