Business Financial Statements Bundle for Excel and Google Sheets
The three core statements every business needs
Cash Flow Forecast, Profit & Loss Statement, and Balance Sheet in one package. Plan your cash, project profitability, and track your financial position - with the same minimalist design across all three. Save $18 versus buying the templates separately.
One-time purchase
What's Included
Templates in This Bundle
The three core financial statements small businesses need: cash flow, profitability, and financial position. All at one discounted price.
Cash Flow Forecast
$29Manage and forecast your business cash flow effectively.
- Cash on hand and reserves
- Monthly inflow vs outflow chart
- Low cash alert indicator
Profit & Loss Statement
$2912-month P&L forecast, actuals tracking, scenario analysis, and variance reporting - all in one spreadsheet.
- 7 KPI cards covering revenue, profit, and margins
- Status alert banner on month-to-date performance
- Monthly P&L summary with annual totals
Balance Sheet
$2912-month balance sheet forecast with assets, liabilities, equity, plus a dedicated Ratios sheet showing liquidity and leverage trends with health-check thresholds. Built-in balance check catches data entry errors.
- 7 KPI cards covering balances and ratios
- Status alert when balance equation breaks
- Composition chart by month
Built for Results
Why This Template Works
12-Month Cash Flow Projection
See your full fiscal year cash position with monthly projections and three scenario outcomes.
No Formulas to Write
Enter numbers in highlighted cells. All calculations, charts, and KPIs are pre-built and update automatically.
Access From Any Device
Works on desktop, tablet, and phone. Google Sheets keeps your cash flow forecast synced and accessible anywhere.
Free Lifetime Updates
All future improvements to the cash flow template included at no extra cost.
Your Financial Data Stays Private
Runs entirely in your Google account. We never see or store your business financial data.
One-Time Purchase
Pay once, use forever. No subscriptions, no monthly fees, no recurring charges.
Got Questions?
Frequently Asked Questions
What's included in this bundle?
This bundle includes multiple premium spreadsheet templates that work together to give you a complete financial planning system. Each template is fully functional on its own, but they're designed to complement each other for comprehensive financial management.
How do I access the templates after purchase?
After purchase, you'll receive instant access to all templates in the bundle. Each template is a Google Sheets file that you can copy to your Google Drive and start using immediately. No software installation required.
Can I use the templates separately?
Yes, each template in the bundle works independently. You can use them separately based on your needs, or use them together for a more comprehensive financial planning system.
Do I get lifetime access to all templates?
Yes, your one-time purchase gives you lifetime access to all templates in the bundle, plus any future updates we make to improve them. No recurring fees or subscriptions.
Is buying the bundle better than individual templates?
Bundles offer significant savings compared to buying templates individually. You get all the templates at a discounted price, making it a good value if you need multiple financial planning tools.
Do you have access to my financial data?
No, we never have access to your financial data. All templates run in your own Google Sheets account, and your data stays completely private and secure on your Google Drive.
Can't find the answer you're looking for? Contact our team
One-time purchase
3 templates included:
Business Financial Statements Bundle for Excel and Google Sheets
Cash Flow Forecast, Profit & Loss Statement, and Balance Sheet in one package. Plan your cash, project profitability, and track your financial position - with the same minimalist design across all three. Save $18 versus buying the templates separately.