CasFlow Essentials Bundle

$97.00$67.00

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CasFlow Financial Tracker (Excel)

  • 12 Monthly Tracking Sheets: Pre-built templates 

  • Automated Calculations: No math errors, formulas do the work 

  • Income & Expense Categories: Professional categorization 

  • Tax Planning Calculator: Estimate quarterly payments 

  • Payment Method Tracking: Cash, Credit, Zelle, PayPal, and more

  • Summary Reports: Professional yearly totals by category

  • Year-over-Year Comparisons: Track your business growth

CasFlow Balance Sheet Report Template (Excel)

  • Assets, Liabilities & Equity Tracking: Complete financial position

  • Automated Net Worth Calculations: Know your business value 

  • Key Financial Ratios: Current ratio, debt-to-equity, working capital

  • Professional Formatting: Investor and lender-ready reports

  • Printable Summary: Clean one-page overview for stakeholders

Complete User Guides (PDF)

  • Step-by-Step Setup Instructions: Get started in 15 minutes

  • Transaction Entry Best Practices: Avoid common mistakes

  • Report Generation Guidelines: Create professional statements

  • Troubleshooting & FAQ: Solutions to common questions

  • Tax Preparation Tips: Organize for easy filing

Exclusive Offer: Professional Services Discount Package

  • Don't want to "do-it-yourself?" We can help!

  • 15% OFF Virtual Tax Preparation Services (Tax Year 2025)

  • Free 15-Minute Consultation + 10% OFF Bookkeeping Services