Professional Excel, Google Sheets, and PDF templates for fractional CFOs and advisory bookkeepers. Download, customize, deliver to clients.
5 KPI dashboard templates with industry-specific variations for SaaS, professional services, retail, construction, and general business. Plug in client data and present.
13-week rolling forecast + 12-month projection + scenario modeling (best/worst/expected). The #1 deliverable every fractional CFO needs. Instructions included.
3 proposal templates (Essentials, Growth, Virtual CFO tiers) + engagement letter + pricing framework worksheet. Professional, ready-to-send formatting.
Monthly P&L analysis, balance sheet review, executive summary format, and board meeting financial deck. Everything for professional client reporting.
Templates are great, but if you want the complete training + all templates + community access:
Foundations Course — $297 (includes all templates + 6-module training) →