The Money Bundle

Cash flow, costs, pricing and getting paid on time: a plain-language guide and the tools to build steady, even cash flow.

The Money Guide (39-page fillable PDF): 11 chapters covering profit versus cash, your true monthly operating cost and break-even, twelve strategies for even cash flow, suppliers, pricing for profit, getting paid on time, and managing debt
Invoicing & Late Payment Kit (19-page fillable PDF): payment terms and deposit wording, an invoice checklist, six reminder templates, a phone script, escalation options, an automation guide and a one-page payment policy
Cash Flow Forecast (Excel): a 13-week and a 12-month forecast, with warnings when cash runs low or short
Pricing & Margin Calculator (Excel): product pricing, your service rate floor and your break-even point
Invoice Template & Payment Tracker (Excel): a clean invoice, and a tracker that shows which invoices to follow up and how
Cost Review Tracker (Excel): a quarterly routine to keep, cut, switch or renegotiate every recurring cost

Owners who want to price properly, see the cash coming in, and get paid on time.

2 fillable PDFs (58 pages) and 4 Excel tools. Instant digital download.

Every download includes our Products and Prices list. Prices are subject to change at any time without notice.

Digital products are final sale. For general information and education only; not legal, tax, accounting, employment, investment or financial advice.

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