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Best value

The complete small
business finance toolkit

Both AI prompt packs and all 6 Excel templates, everything you need to run, understand, and grow your business finances.

Everything in the bundle

8 products. One price.

AI Prompt Pack 1

Small Business Finance Prompt Pack

50 structured prompts covering cash flow, pricing, budgeting, profitability, and loan readiness. Works with any AI tool.

  • Cash flow analysis prompts
  • Pricing strategy prompts
  • Budget building prompts
  • Profitability review prompts
  • Break-even modelling prompts
  • Bank loan preparation prompts

AI Prompt Pack 2

Small Business Operations Prompt Pack

50 structured prompts for the operational decisions that drive growth, hiring, vendors, processes, customers, and strategy.

  • Hiring decision prompts
  • Vendor evaluation prompts
  • Process documentation prompts
  • Customer retention prompts
  • Growth planning prompts
  • Risk assessment prompts

Excel Templates, all 6

Complete Excel Template Suite

Six pre-built, accountant-designed Excel workbooks. Structured so your records are clean, organised, and ready for your accountant from day one.

  • P&L Tracker ($5.99 value)
  • 13-Week Cash Flow Forecast ($7.99 value)
  • Business Budget Planner ($7.99 value)
  • Invoice Tracker & Manager ($5.99 value)
  • Break-Even & Pricing Calculator ($7.99 value)
  • Loan Readiness & DSCR Toolkit ($47 value)

Why buy the bundle?

Finance and operations are two sides of the same coin. The AI prompt packs help you think through decisions; the Excel templates give you the data to back those decisions up. Used together, they form a complete financial operating system for your business.

And at $29.99, the bundle costs less than a single hour with most accountants or consultants, with tools you can use every month, indefinitely.

Complete Bundle

8 products · Instant download · One-time payment

$29.99 USD
$59.92
You save over $30, which is 50% off individual prices
  • Finance Prompt Pack$7.99
  • Operations Prompt Pack$7.99
  • P&L Tracker$5.99
  • 13-Week Cash Flow Forecast$7.99
  • Business Budget Planner$7.99
  • Invoice Tracker & Manager$5.99
  • Break-Even & Pricing Calculator$7.99
  • Loan Readiness & DSCR Toolkit$47
  • Bundle Total$59.92 $29.99
Get the Complete Bundle for $29.99 $59.92

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Built by a certified accountant with experience in banking and SME advisory.
Questions? info@mytrustedcfos.com

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