JUST LAUNCHED: Cashflo Pro
The Ultimate Cashflow Projection Spreadsheet for Bookkeepers & Accountants
Say hello to the all-in-one financial forecasting tool built by bookkeepers, for bookkeepers. Cashflo Pro isn’t just another spreadsheet — it’s a complete financial planning system designed to simplify forecasting, impress clients, and give you confidence in every decision.
Inside, you’ll find everything you need to get started fast — intuitive setup, detailed training resources, and flexible templates that adapt to any business scenario. From weekly cash tracking to multi-month forecasts, Cashflo Pro handles it all.
Ready to transform how you forecast cashflow?
RESOURCES
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RESOURCES •
Over the last 7 years, I built a thriving bookkeeping firm that now runs without me.
It’s a well-oiled machine, powered by the most incredible team and the kind of systems people dream about.
What makes that possible is an amazing team and the systems we put in place - the kind that give both us and our clients more clarity, ease, and freedom. Along the way, we’ve generated multiple seven figures in revenue while I’ve been able to step back to working fewer than four hours a week.
But the real success isn’t just in the numbers. It’s in the life this business has allowed me to create — one where I feel at peace, financially supported, and free to spend my time on what truly lights me up (whether that’s a coffee date with friends, a spa day, or simply enjoying Netflixing with my dog).
What I’m most proud of is that I built this without sacrificing myself to overwork or people-pleasing. I’ve learned to honor my boundaries, my energy, and my truth — and that’s exactly the kind of transformation I now help others create too.