Work out how to pay your bills on time with our Cashflow Forecast Template.

Usually $29.95, this template helps you track stay on top of Business Finances. Grab yours here for FREE!

Get your FREE Cashflow Forecast Template

Cashflow planning might be what your business needs if;

You can’t pay your bills?

Many business owners get caught out because they don’t understand that profit does not always equal positive cash flow. Bills come in, and invoices get paid later, but often there’s just not enough money to pay them easily… if at all. Cashflow Forecasting gives you the knowledge needed to make informed decisions, take the stress out of running a business and help you keep cash in your bank account.

Things getting tight and stressful?

When you're facing questions each month like "Will I have enough cash or working capital to pay my bills? Or pay my staff wages? Or pay my kid’s school fees?” Not only can it give you heart pain and anxiety which stops you servicing your customers, but it also could be a tell-tale sign that you are not meeting your business commitments and therefore are trading insolvently. Get ahead of the game, and ensure your blood, sweat and tears in business brings you $$$ in return.

Your Supplier or Service Provider Account is getting cut off?

Feeling like you’re constantly on the edge of financial ruin? Running a small business can often feel unpredictable. Cashflow planning allows you to take back control and understand when and where money is coming in and out of your business.

CaSHFLOW FORECAST template

A cashflow forecast is one of the most important tools for every type of business

Why? Because a cash flow forecast can make managing cash flow easier as it helps to predict shortages of cash! Or surpluses too if you’re going really well in business! This knowledge enables you to plan better, making more informed decisions around jobs and clients, tax, new equipment purchases or even securing a small business loan.

You can also use it to make smarter business decisions or see the likely impact of a potential business change of direction. If you're thinking about hiring a new employee, for example, you can add the additional salary and related costs to your forecast to see the overall impact of the hire before you decide whether or not to go ahead.

This simple to use Cashflow Forecast is a must have in business!

How the template works

A cash flow forecast is an estimate of the amount of money you expect to flow in and out of your business. It includes all your projected income and expenses and usually covers the next year, though it can also cover a shorter period such as a week or month.

less stress worrying where your money will come from
the ability to identify problems and plan for times when you might be low on cash
greater confidence paying your staff and suppliers on time, which protects your relationships

WHat our clients had to say about us

Testimonials

K W (OOKWINZ)

1 review

Sarah is a wonderful business advisor who has helped us to change our business mindset, set achievable goals and provide the support to help us achieve them. We have a new set of goals for 2022/23 and know we are in safe hands with Sarah's guidance and assistance along the way! We love working with Sarah and are grateful for her insights, opinions and knowledge that she shares with us.

Tashi GLT

13 reviews

Mind blown! Sarah has worked with me to expand and grow my existing business into a realm I did not think possible! Her knowledge base, insight and ability to meld her skills to my niche industry whilst working with me to ensure that I was empowered and educated has taken me on a humbling journey of success! Funny, intelligent, vivacious, confident and highly professional, always looking ahead to ensure my best interest, I simply can not recommend Sarah highly enough! Many many thanks Sarah!

Kara Pratt

1 review

Sarah’s attention to detail to all facets of your business are incredible. Her advice and expertise has helped shape my business to stay ahead of the game and plan for a prosperous future. Thank you Sarah.

Tenique Hell

4 reviews

I had seen for a long time the sort of work Sarah has done but recently experienced it first hand. She is a wealth of knowledge and incredibly experienced in what she does. My partner and I liked that she was straight down the line and explained things easily for us to understand. She also gave us advice to suit our business, not just stock standard advice that isn't tailored. We intend to work with her moving forward and are both excited about what the future will hold with Sarah's guidance.

Ben Marshall

1 review

Sarah was my go to whenever I needed sound business advice or a sounding board to help make decisions in my carpentry business. She has a huge knowledge base and I can talk trade with her, without having to keep explaining myself. She just gets it. Sarah clearly explained the concepts and helped me work out my best plan of attack for my issue. I really felt like I had an understanding of the concepts of business and what I was trying to achieve whenever I worked with her. If I go back to working for myself, I’d 100% have Helix Planning and Sarah back on board to help me navigate the business world and also hold me accountable to achieving my goals.

Jesse Shanhun

41 reviews

I highly recommend Sarah from helix planning. I’m a tradie with my own business and before meeting Sarah I had little direction and knowledge on how to quote my jobs , the way I was quoting was not sustainable as we discovered. After a successful business audit I now have clear direction on what I need to do to make sure I’m making money and moving forward continuing working for myself. Thanks for all your help sarah 🙌🏻

Grab the cashflow forecast template

For a limited time only we are offering the cashflow forcast template for a low introductory price.

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Grab yours here for FREE! - (Normally $29.95)

Meet Sarah

The brains behind the Streetwise Money, Better Business & Financial FOFU courses

My name’s Sarah Eifermann and I’m an award-winning finance broker, business owner, travel enthusiast, business strategist and accountability coach. For over 20 years I have been empowering people just like you to understand and command their own financial future and supporting them to achieve their current and future money dreams.

No one likes to talk about money and it may leave you feeling uninspired, confused and overwhelmed, but it really is one of the most important things you will ever do in order to create the financial future you’ve always dreamt of.

Like you I wasn’t always a master of money, at one point in my life I was even tens of thousands of dollars in debt. Now I am a homeowner and spend my time travelling whenever I get the chance, all while sticking to my budget and living within my means.

I created the Streetwise Money & Financial FOFU courses to share what I’ve learnt within the financial services industry and from my own personal experiences so that you too can have the confidence to set, manage and smash your financial goals. You will learn how to budget, track and achieve your money goals at your own pace, in your own time AND on your schedule.

Today is the day to take the next step towards mastering your money!

Work out how to pay your bills on time with our Cashflow Forecast Template.

Cashflow planning might be what your business needs if;

You can’t pay your bills?

Things getting tight and stressful?

Your Supplier or Service Provider Account is getting cut off?

A cashflow forecast is one of the most important tools for every type of business

How the template works

How can this template help my business?

How do I get the best from this template?

Why do you need a cash flow forecast?

Testimonials

Grab the cashflow forecast template

For a limited time only we are offering the cashflow forcast template for a low introductory price.

The brains behind the Streetwise Money, Better Business & Financial FOFU courses

Are you sure you don’t want to buy the Cashflow Forecasting Template, it’s only $9.95

Work out how to pay your bills on time with our Cashflow Forecast Template.

Cashflow planning might be what your business needs if;

You can’t pay your bills?

Things getting tight and stressful?

Your Supplier or Service Provider Account is getting cut off?

A cashflow forecast is one of the most important tools for every type of business

How the template works

How can this template help my business?

How do I get the best from this template?

Why do you need a cash flow forecast?

Testimonials

Grab the cashflow forecast template

For a limited time only we are offering the cashflow forcast template for a low introductory price.

The brains behind the Streetwise Money, Better Business & Financial FOFU courses