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Practical templates and tools, like the ones we use with our clients, so you can keep on top of your business finances yourself.

Know Your Numbers Dashboard cover: record your sales and spending and see your profit, cash and who owes you every month

Excel workbook

Know Your Numbers™ Dashboard: Simple Excel Bookkeeping for Small Businesses

A simple Excel dashboard for small business owners to track income, expenses, profit, cash, customers who owe them, suppliers, loans and monthly performance.

What it helps you track

  • Sales and income
  • Expenses and spending
  • Profit each month
  • Cash and M-Pesa balances
  • Customers who owe you
  • Suppliers and loans you owe
  • Month-by-month performance
  • Any month at a glance, with charts

Includes: Profit & Loss, Cash Flow, Balance Sheet

KES 899

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More templates on the way

  • Financial modelsExcel calculators, valuation sheets and budget forecasters.
  • Strategy frameworksPitch decks, business plan outlines and strategy templates.

Need something specific now? We can prepare it for you as part of our business strategy work.

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