Start dreaming BIG, and see what's possible!
Setting financial goals for your business helps you create a plan to make them a reality!
You don't need to be an accountant or financial planner to start budgeting and forecasting in your business.
A good spreadsheet is enough to get you started (with good being the important word there!)
Lucky for you, Thrive has done all the hard work of setting it up for you, with our Budget & Forecasting Workbook.
This comprehensive Microsoft Excel workbook will set you up to budget, forecast and experiment with your pricing!
To make it easy, there are two choices - one that accounts for GST, and one that doesn't (so you can work with the right numbers for you!)
Containing 3 separate spreadsheets, the workbook shows you how to:
- track your business revenue by income group across the financial year (and even compare it to your financial goals!); AND
- plan for the month ahead and forecast what you should make in the month ahead; AND
- play with your pricing and products and/or services to see what tweaks you can make to make your financial goals a reality!
"But I don't know how to do complex formulas in Microsoft Excel!"
Don't worry - we've done them for you 😊
You even get an instruction sheet inside the workbook that explains how to use it!
"I don't have products, I just have service packages"
Brilliant - you can use this workbook to see how your revenue changes according to the number of packages you have secured each month!
"What if I'm not registered for GST?"
There are two workbook options available - one for those who are registered, and one for those who are not! The formulas in each workbook are different, to allow for GST allocations.
Simply select the right option for you from the buttons below, and the right version will be yours!
Your Budget & Forecasting Tool includes:
Follow the step by step instruction sheet inside the workbook!
Financial Year Tracking
Compare sales & income from month to month, across the year
Map out your confirmed income for the next month and identify gaps
Build an Ideal Month
See what mix of products/services you need to reach your goals
Who this resources is for
This resource is ideal for:
Freelancers and small business owners, who want to be able to set financial goals in certain aspects of their business, such as:
- Virtual Assistants
- Online Business Managers
- Graphic Designers
- Web Designers
- Social Media Managers
- Professional Services business owners
You don't already use a financial planning tool, or aren't confident in creating one from scratch for yourself.
Ready to know your numbers? And start seeing what is possible for you and your business?
If you want to take control of your business finances, understanding where your income is coming from is an important first step.