Digital products

Financial templates and toolkits, priced once

Three products built from real small-business bookkeeping engagements. Every purchase is a one-time payment in USD and is delivered instantly as a digital download — nothing ships physically.

Small Business Cashflow Dashboard

Spreadsheet (Excel + Google Sheets) + Notion template

$29.00USD · one-time payment

Track every dollar in and out with a 12-month rolling forecast built for owner-operated businesses.

Instant digital download — download links emailed immediately after checkout. No physical shipping, no shipping fees.

What you receive

  • 12-month rolling cashflow forecast spreadsheet (Excel .xlsx + Google Sheets copy link)
  • Notion cashflow command center with weekly review database
  • Automated runway, burn-rate and break-even calculators
  • Pre-built categories for revenue, payroll, COGS and fixed costs
  • Quick-start PDF guide (14 pages) and 3 sample scenarios

SSL 256-bit encrypted · Stripe-ready checkout

Most popular

Expense Audit & Vendor Savings Tracker

Spreadsheet + Notion template + audit playbook

$39.00USD · one-time payment

Run a structured line-by-line audit of recurring spend and document negotiated savings per vendor.

Instant digital download — download links emailed immediately after checkout. No physical shipping, no shipping fees.

What you receive

  • Vendor register with renewal dates, contract terms and owner assignment
  • Line-item expense audit workbook with duplicate-charge detection formulas
  • Savings pipeline tracker: target, negotiated, realized annualized savings
  • Vendor negotiation email scripts (9 templates) and call checklist
  • Quarterly audit SOP so the review repeats without rebuilding it

SSL 256-bit encrypted · Stripe-ready checkout

Best value — save $9

Complete Financial Management Toolkit

Bundle — everything above plus the reporting pack

$59.00USD · one-time payment

The full stack: cashflow, expense audit, budgeting and month-end reporting in one bundle.

Instant digital download — download links emailed immediately after checkout. No physical shipping, no shipping fees.

What you receive

  • Everything in the Cashflow Dashboard and Expense Audit Tracker
  • Annual budget vs. actual model with variance reporting
  • Month-end close checklist and 1-page investor/lender report template
  • KPI dashboard: gross margin, CAC payback, DSO, operating runway
  • Lifetime access to template updates and revisions

SSL 256-bit encrypted · Stripe-ready checkout

One-time pricing in USD

No subscriptions, no upsells, no hidden fees. The price you see at checkout is the total charged.

Instant digital delivery

Download links and template access are emailed to you immediately upon successful checkout.

14-day guarantee

Full refund within 14 days if files are corrupt, inaccessible, or not as described.

Compare the products

ProductFormatDeliveryPrice (USD)
Small Business Cashflow DashboardSpreadsheet (Excel + Google Sheets) + Notion templateInstant email download$29.00
Expense Audit & Vendor Savings TrackerSpreadsheet + Notion template + audit playbookInstant email download$39.00
Complete Financial Management ToolkitBundle — everything above plus the reporting packInstant email download$59.00