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Bundle

Business Planning Bundle: Cash Flow Forecast, Budget vs Actual, Break-Even and KPI Dashboard Workbooks

Plan the cash, set the budget, price for profit and watch the monthly numbers, in four workbooks that use the same plain method.

$79 $106 You save $27 one time · 14-day full refund · one download · download link by email

Buy now, $79

Who it is for

Owners who want a simple planning routine, and bookkeepers who set one up for clients.

Why it is different

  • Four workbooks for less than buying them one by one.
  • Each keeps its own folder and a filled example.
  • Every assumption is a visible input, and none of them predicts results.

What is inside

  • 13-Week Cash Flow Forecast. Weekly cash, the lowest point and a stress case.
  • Budget vs Actual. A 12-month budget, monthly variances and a full-year forecast.
  • Break-Even & Pricing. Break-even sales for your mix and the price for your target margin.
  • Monthly KPI Dashboard. Margins, days sales outstanding, months of cash and trends.

Get it

Business Planning Bundle

Choose what to get

One-time prices. You pay only for the option you choose.

More options: team license, or send it as a gift
License

Team and organization licenses let you share the files within your organization. No resale or public posting. The multiple applies to the main product; an add-on or Updates Pass chosen with it keeps its own price. How licenses work.

Gift

14-day full refund. If it is not right for you, email us within 14 days and we refund you in full. Terms

Secure checkout by Stripe · instant download right after payment, link also by email · files: Excel (.xlsx) · one-time price, no subscription · plus sales tax where applicable · made by MCC Solutions in Cranford, NJ

Or pay with PayPal

Uses the email and terms box above. You get the same download link by email.

Want every toolkit? The toolkit membership includes all of them, with a lower rate if you pay yearly.

Delivered as a zip of editable Word files and printable PDFs. For one business, your own use. General information and templates, not legal, tax or accounting advice. Forecasts and ratios are estimates based on the numbers you enter. They do not predict results. Not financial, tax or accounting advice. Payment is handled by Stripe. If a file will not open or something looks wrong, reply to your order email and we will make it right.

Questions

Common questions

Do I get every product in one download?

Yes. One zip holds all four products, each in its own folder: 13-Week Cash Flow Forecast, Budget vs Actual Workbook, Break-Even & Pricing Workbook, and Monthly KPI Dashboard Workbook. The download link arrives by email after payment.

What if I already own one of them?

The bundle price stays the same, and there is no credit for an earlier purchase. If the bundle and one of its products are both in your cart, the cart removes that product so you do not pay for it twice.

Will the files open on a Mac, Google Sheets or my phone?

The workbooks are built for Excel and tested in LibreOffice; they should open in Google Sheets, but not every feature is tested there. If a file will not open or something looks wrong, reply to your order email and we will make it right. If it is not right for you, email us within 14 days of buying for a full refund.

Is this legal or tax advice?

No, it is not financial, tax or accounting advice.

Rather have someone do the books?

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