Money tools for small-business owners
Know your numbers by Monday morning.
Five ready-made spreadsheets for the money work you keep putting off: cash flow, pricing, bookkeeping, taxes, and getting ready for a loan. Built by Kassie George from years in banking operations and financial counseling.
- Instant download after checkout
- Excel and Google Sheets
- Plain-English guide in every file
- One-time price, no subscription
13-Week Cash Flow Forecast
Cushion: $5,000
Week of Nov 2 drops below your cushion. You can see it four weeks out, while there is still time to move a payment or chase an invoice.
Start with the question keeping you up
Every tool answers one money question.
Why these five
Built from the other side of the desk.
Kassie George has worked in banking operations, financial outreach, and financial counseling. Across all three, the same pattern showed up: capable owners running good businesses, with no simple system for the money side.
The cash crunch nobody saw coming. The best seller that was priced below cost. The tax bill that arrived with nothing set aside. The loan meeting that stalled on missing paperwork. MoneyWise is one practical tool for each of those moments, written in the plain English she uses with clients.
More about KassiePick the tool
Choose the one that answers the question on your mind. Each is a one-time purchase.
Download it instantly
Your file is ready the moment checkout finishes, and a copy of the link lands in your inbox.
Open it tonight
Excel or Google Sheets. Fill in the yellow cells, follow the Start Here tab, and the formulas do the rest.
The toolkit
All five tools.
Planning tools, not personalized financial, tax, or lending advice. A completed loan kit does not guarantee approval.
You do not need to become a finance person.
You need one useful tool, a clear guide, and twenty minutes. Start with the question that is costing you the most sleep.