Frequently Asked Questions

It’s hands-on, one-on-one support—by Zoom, phone, or in person—to help you build and finalize a clear, practical financial plan for your startup.

It’s designed for small business owners in the United States who want help planning, managing, and understanding their business finances.

It helps you decide where to spend limited resources, plan for growth, and understand how long it will take to reach breakeven. Most startups launch with scattered numbers and gut instincts - leaving founders unprepared for funding conversations and financial risks.

You’ll get Model 1, an Excel workbook that walks you through all eight steps of a complete financial plan. It includes a filled-in example and a blank version you can customize. Additionally, I am available directly to help you with an actionable plan, not just numbers, so you can focus on results.

Start by watching the training video on the home page. The model follows a specific step-by-step sequence, and the video explains how to complete it correctly. Then walk through the spreadsheet model which includes instructions and sub-steps. 

Yes. The workbook includes written instructions and links to videos. There’s also a full YouTube walk-through that explains the entire model in detail.

Yes, you’ll need Microsoft Excel to use the financial models. All formulas are simple, and nothing is locked or protected—you’re free to edit everything. 

Zoom sessions are recommended for screen sharing and collaboration, but phone and in-person meetings are also available.

Click Here to schedule an appointment.  Appointments are managed through Acuity Scheduling, which handles confirmations, reminders, and rescheduling. 

Yes. I can work directly with you to build a fully customized model based on your specific business and the outputs you need. Submit a Request to get started. 

A review focuses on validating a model you build yourself. A custom model means I build it for you, which allows for more advanced features and deeper analysis.

Yes. The models help document a clear, defensible basis for your numbers and can be expanded to include metrics investors care about, like margins, recurring revenue, and valuation.

Yes. The financial statements are structured so investors can easily review and understand your numbers.

Revenue and cash flow should be shown monthly. Expenses should be itemized, and the balance sheet should clearly show debt, equity, and major funding sources.

Yes. The templates work for both product-based and service-based businesses.

All three core statements are included: Income Statement, Balance Sheet, and Cash Flow Statement.

Revenue is based on price and volume for each product or service. Expenses are split between variable costs and fixed operating expenses.

Absolutely. You should update it as you learn from real results. Saving versions by date helps track changes over time. 

No. You can download everything directly from the home page.

No. The templates and documents are not copyrighted.

The most important assumption is how much you can sell, broken down by product, service, and month. You’ll also need assumptions about funding—where it comes from and when.

Early on, review it every three months and compare it to actual results. As your business stabilizes and approaches breakeven, your projections will become more accurate.

Go to the Free Resources page and start with Understanding the Framework. You need to grasp the overall process before building the forecasting model