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Research and guides

Checklists, templates and research you can use today

Practical resources built from client work: month-end checklists, forecast templates and plain-English research on the numbers that matter.

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Featured template13-week cash flow forecastExcel and Google Sheets

Featured

The 13-week cash flow forecast template

See the tight weeks before they arrive. Weekly columns, receipts and payments blocks, and a lowest-balance warning built in. Read the guide first, then use the template.

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ChecklistMonth-end close checklist forPDF · 4 pages
ChecklistPDF · 4 pagesIn progress

Month-end close checklist for small businesses

Every step to close a month properly: reconciliations, reviews, accruals and locking the period.

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Template13-week cash flow forecastExcel / Sheets
TemplateExcel / SheetsIn progress

13-week cash flow forecast template

The weekly forecast from the blog guide, as a ready-to-use spreadsheet with formulas.

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PlaybookCatch-up bookkeeping playbookPDF · 8 pages
PlaybookPDF · 8 pagesIn progress

Catch-up bookkeeping playbook

The order I work in when books are months behind, with a document request list.

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ChecklistPayroll records checklist forPDF · 3 pages
ChecklistPDF · 3 pagesIn progress

Payroll records checklist for growing teams

What to keep for every pay run, starter and leaver, so year-end is not a scramble.

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TemplateE-commerce chart of accountsExcel / Sheets
TemplateExcel / SheetsIn progress

E-commerce chart of accounts starter

A clean account structure for online sellers, with COGS, fees and payouts separated.

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Research10 KPIs every smallPDF guide
ResearchPDF guideIn progress

10 KPIs every small business should track

Which numbers matter, how to calculate them and what a healthy range looks like.

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From the blog

Shorter write-ups on terms, tools and methods.

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