Client worksheets
Coming soonMonthly Cash Flow Snapshot
A simple client-facing worksheet that turns a month of numbers into a two-minute cash conversation.
Most owner clients glaze over at a standard financial statement package. This snapshot strips the month down to cash in, cash out, biggest movers, and runway, on one page.
Fill it in from the books in about ten minutes, then use it to open the monthly review call. It gives compliance-only clients an easy way into a forecasting conversation.
What's included
- One-page snapshot worksheet
- Linked spreadsheet version
- Worked example with a sample client
- Discussion prompts for the review call
Review before use
These are templates, not legal, tax, or insurance advice. Have your attorney review any policy, engagement language, or client agreement before you use it, and check with your insurance carrier that it fits your coverage. Terms and conditions
$39
One-time purchase. PDF, fillable PDF, and spreadsheet.
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Use the files with unlimited clients at your firm. Purchases are covered by our terms.