Understand your numbers. Run your business with confidence.
Practical finance education and tools designed to help you understand your numbers and make better decisions.
Instant download • Excel and Google Sheets
You do not have to be good at numbers. You just need the right file.
Everything is written the way it would be explained to you across a table, in plain English, with nothing dressed up to sound clever.
Clarity
One place for income, costs and tax, so you never have to guess how the year is going.
Confidence
You will understand what the figures are telling you, and what to do next with them.
Control
Know what to set aside, what to reinvest and what you can genuinely pay yourself.
See exactly what you are buying.
No mystery, no jargon. This is the file itself, tab by tab.
Your year at a glance
Profit, margin and what to set aside, updated the moment you type a figure in.
Income, logged in seconds
Date, client, amount. Nothing else to learn, nothing else to maintain.
Costs, already categorised
Choose a category from the list and the totals sort themselves out.
Tax, no longer a surprise
See the figure to hold back each month, long before anything is due.
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Small Business Finance Dashboard
One elegant, beautifully structured file that turns everyday income and expenses into a clear view of profit, tax and cash. Designed to be used weekly, not admired once.
- •Income and expense tracking, categorised for you
- •Automatic profit, margin and tax set-aside figures
- •A quiet, elegant dashboard summary of your year
- •Works in both Excel and Google Sheets
The collection, growing slowly
Tax Set-Aside Calculator
Know precisely what to hold back each month, long before the deadline arrives.
Cash Flow Forecast
Twelve months of visibility, so slow seasons are planned for rather than survived.
Finance Foundations Course
A short, elegant course on reading your numbers with genuine understanding.
The Small Business Finance Checklist
A short, beautifully set checklist covering the figures to record each month, what to set aside for tax, and the dates that matter. Sent straight to your inbox.
Not ready to buy? Start here. It is free, and it will still make the next month easier.