Spreadsheet12 pages Cash Flow Tracker

Finally Feel Calm and In Control of Your Business Finances

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For the small business owner ready to stop guessing and start running their business with financial clarity.

✓ Instant PDF download — start using today
✓ Lifetime access, including future refinements to this product
✓ Built from real coaching conversations, not theory
✓ One complimentary 30-minute Product Support Call per paid order

Secure Stripe checkout

✓ Instant digital download

✓ Lifetime access in My Account

✓ Future refinements included at no extra charge

✓ Digital download sales are final

FormatSpreadsheet

Length12 pages

Time to use15–30 min/day

Best forBusiness & Entrepreneur

DeliveryInstant PDF

DevicesPrint or digital

Does this sound like you?

→You check your bank balance and just operate on financial vibes.
→You feel busy all the time, but arenâ€™t sure youâ€™re actually profitable.
→You dread tax season because you have no real numbers to use.
→You keep paying for subscriptions you completely forgot you had.
→You donâ€™t know how much you should actually be paying yourself.

What changes when you use this

✓You finally know exactly where every dollar in your business is going.
✓You make confident pricing decisions based on your actual profit margin.
✓You pay yourself first, ensuring your business serves you, not the other way around.
✓You have a simple, 15-minute weekly money ritual that brings you clarity.
✓You look at your business finances and feel a sense of calm control.

What's inside

✓A multi-tab Excel spreadsheet built around the Profit-First methodology.
✓A step-by-step PDF setup guide to help you get started quickly.
✓A main 'Dashboard' Tab to see your year-to-date totals at a glance.
✓Dedicated 'Revenue Tracker' and 'Expense Tracker' tabs for simple data entry.
✓The 'Profit Allocation' Tab to automatically calculate your pay, profit, and taxes.
✓A 'Monthly Summary' Tab to compare your financial health over 12 months.
✓Guidance on the 'Weekly Money Ritual' to build a lasting financial habit.

How it works

Download instantly

After checkout, get your PDF immediately and from your account anytime.

Print or fill digitally

Letter-size formatted for clean printing, or fill on any device.

Practice daily

Small, consistent reps. Real change in 30 days — not magic, just method.

Doing it alone vs. with this guide

On your own

Spinning on the same thoughts for weeks
Hours of free advice that contradicts itself
No structure — easy to abandon
Doubting whether you're doing it right

With this guide

A clear, sequenced path to follow
Coaching-grade prompts in your hands today
Built for real life — 15 minutes is enough
One complimentary 30-minute Product Support Call per paid order

Built by Jen Norton — LCTI Certified Confidence Coach

Kansas City–based confidence and self-trust life coach. Every tool in this shop is built from real coaching conversations — practical, kind, and tested with clients before it ever reaches you.

✓ LCTI Certified· Kansas City, KS

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Frequently bought together

Cash Flow Tracker$7

The Content Engine: 90-Day Content Planner$14

Total: $21.00

Purchase
Support

Need help with your purchase?

Need help applying your purchase? Email support@risewithjen.com within 30 days. Each paid order includes one complimentary 30-minute Product Support Call with Jen to help you use the resource effectively and get the value it was designed to provide. The call supports your use of the purchased product. It is not therapy or crisis support and does not guarantee specific results. Jen will send booking instructions after you contact support. Digital downloads remain final sale. Read the Refund Policy.

Common questions

Iâ€™m terrible with spreadsheets. Is this going to be too complicated?

Not at all. This tracker was designed for clarity, not complexity. All the formulas are pre-built, so you just enter your numbers into simple rows. The included PDF guide walks you through exactly what to do.

Does this work with Google Sheets?

The tracker is an Excel file (.xlsx) and is optimized for Microsoft Excel. While you can import it into Google Sheets, some formatting or formulas may not transfer perfectly and could require minor adjustments.

Will this replace my accounting software like QuickBooks?

This is not a replacement for formal accounting software. It's a simple, high-level cash flow tool designed to give you clarity and build the habit of tracking before you're ready for a more complex system.

My business is brand new. Do I really need this yet?

This is the absolute best time to start. Building the habit of tracking your numbers from day one is the best thing you can do to ensure your business becomes and stays profitable. It's far easier to start simple than to untangle chaos later.

How will I receive the PDF?

After secure checkout via Stripe, you'll be redirected to a thank-you page with an instant download link. You can also access it anytime from your account.

Do I get lifetime access and future updates?

Yes. Your one-time purchase includes ongoing access to this product through My Account. If Jen improves or refines this same product, the updated version will be available there at no additional charge. Separate new products, sequels, and bundles are not included.

What devices does it work on?

Any device that opens PDFs — phone, tablet, laptop, or printed pages. Letter-size formatted for clean printing.

Ready to get started?

Instant download. Secure checkout. Start using your new resource today.