What’s Included
A ready-to-use, editable 2-month forecasting spreadsheet
Automatic calculations for weekly income, expenses, and running cash balance
A clear, visual layout so you can see your position at a glance
Step-by-step instructions for setup and easy updates
Built-in expense review tab to quickly identify what to keep, pause, or cut
Who It’s For
Small business owners who want to stay ahead of cash flow issues
Service providers, product-based businesses, and freelancers
Anyone who wants a simple but powerful way to plan ahead without complicated accounting software
Why It Works
Most small businesses look at their numbers only after the fact. This forecast flips that approach by giving you a forward view of your finances so you can take action early. You will see if your cash balance is dropping, if you are relying on unconfirmed income, or if a single large expense could put you in the red. That clarity allows you to adjust before small issues turn into major problems. Whether you need to plan for a slower sales month, decide if you can afford a new hire, or increase your own pay, this tool puts the answers in front of you. Developed by Natalie, CPA with over 25 years of experience, it combines professional strategy with an easy-to-use system that anyone can follow.