For creatives, freelancers and founders who want clarity, confidence and control without the financial fog.
 
You didn’t start your business to get buried in numbers, but if you’re tired of guessing, winging it or dreading tax time, this is your clarity kit - nine jam-packed resources!
 
The Run It Like a Business Toolkit is your complete financial command centre. It’s designed to help you plan ahead, track what matters and make smarter decisions without needing to be a numbers whiz.
 
What You Get
Profit Planning Toolkit
All-in-one workbook to manage your business money, with built-in formulas and easy-to-follow tabs:
→ Financial Forecast - Plan your income, costs and profit across 12 months
→ Sales Forecast - Set clear, realistic goals for monthly sales volume
→ Cashflow Forecast - Avoid dry spells and track when money’s coming in and out
→ Sales Tracker - Compare actual vs. planned sales weekly and monthly
→ Sales Review Tool - Reflect, adjust and optimise as you grow
→ Biz Snapshot Dashboard - Your most important numbers, all in one place
 
PLUS Supporting Guides:
 
→ Business Metrics Toolkit - Know what to track and why it matters
→ Opportunities & Strategy Guide - Spot what’s working, what’s not and what needs to shift in 30 minutes
→ Tax Prep Guide for Sole Traders - Know what to keep, what to claim and how to stay ready all year (22 pages)
 
Why This Toolkit?
Because business finance should work for you, not the other way around.
 
People have used this toolkit to:
✓ Hit revenue goals with fewer clients
✓ Increase prices and state them with confidence
✓ Stop flying blind and feel confident in their numbers
 
Got questions?
• Does it come with instructions? Yes! Each tab is accompanied by an instructions tab, with guidance on what each element of the sheet means. 
• Do I need to be good at Excel to use this? Not at all! All the formulae have been created for you. All you need to do is plug some numbers in and let it do its magic!
• Who created the worksheets? Fair question! These were curated by a team of qualified finance professionals. They use worksheets just like these to manage their own and clients' businesses finances and regularly build bespoke tools too.
• Can I get extra help? Yes, absolutely. We are always on hand. Ping us an email at support@krystlemcgilvery.com or use the form on our contact page.
 
Made for people who are brilliant at what they do and want to feel that way about their finances too.