BGT Finance & Planning Templates Pack

Description

Run your finances like a CFO — even if you don’t have one.

This pack gives you the core financial templates that sophisticated businesses use to plan, track, and present their financials. No accounting degree required.

What’s included (10 templates)

• Annual Budget Template (by department)
• 3-Statement Financial Model (P&L, Balance Sheet, Cash Flow)
• 12-Month Cash Flow Forecast
• Budget vs. Actuals Tracker
• Financial Dashboard (executive summary)
• Scenario Planning Model (3-scenario)
• Startup Financial Projection (5-year)
• Break-Even Analysis Calculator
• Unit Economics Calculator (LTV/CAC)
• Monthly Finance Review Deck

Format

Google Sheets + Excel. All formulas pre-built.