• Financial Snapshot Spreadsheet
  • Multiple % Sets Version
  • Detailed User Guide PDF
  • Spreadsheet Walkthrough Video

What's Included

A summary view that reveals the reality of your current financial situation so you can know exactly how many months of expenses and salary you will have covered at any given time. Use this to make wise + informed investment and salary decisions based on your actual numbers. This spreadsheet has been lovingly nicknamed the "Peace of Mind Spreadsheet" 

What it is

Financial Snapshot


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Can I afford to give myself a raise?

Can I afford to __________? (buy this course, attend this workshop, upgrade my computer, hire a VA)

Can I afford to pay myself through my off-season?

How much cash will I have on hand in March?

How many months can I pay myself my salary if I don’t get any new bookings?

How many months can I pay all my business expenses if I don’t get any new bookings?

Questions this spreadsheet answers:

Duo Collective

"The Financial Snapshot feels a little bit like my business lifeline. I turn to it multiple times every month to better understand our long term growth and if we can truly afford something, take a month off, hire help and so much more. It makes me giddy to be able to see how much we can save or when we can start paying ourselves more. If you are looking for a way to make your side hustle your full time job, this is the tool you need! It's what gave us the confidence to know how much we could pay ourselves and for how long. It's magic. Buy it. The end. 😊 "


This spreadsheet will show you how many months you will be able to pay yourself and cover your business expenses based on your actual numbers. You'll be able to tell when you can afford to give yourself a raise, whether or not you can afford an investment and exactly when you will need to bring in more money to cover costs.

What You'll Learn

 Aka: this spreadsheet = peace of mind 😉

For many businesses, income fluctuates and there are busy seasons and slow seasons, which means you don’t have consistent income year-round. This means you need to plan and save for the slower months. This spreadsheet helps show you how many months you will be able to pay yourself and cover your business expenses. It also allows you to test whether or not you can afford an investment or a salary raise.

Why It's Important

Enter your information to see a clearer picture of your finances and assess the situation. This leads to informed decision-making and life-changing clarity!

Fill it in

Your first step will be to create a copy of the spreadsheet to your own Google Drive account so you can fill in your data.

Save a copy to your Google Drive

After your purchase, you'll get immediate access to the spreadsheet template with a detailed guide and walkthrough video to help you get started!

Access Instantly

How it Works


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