Daily Cash Flow template + 1 hour review session

The Template. The Clarity. The Conversation.

Get the Daily Cash Flow Forecast template plus a private on-hour virtual session with a fractional CFO to review your numbers, answer your questions, and help you build a cash flow plan that actually works for your business.

Downloading the template is a great first step. But knowing how to read what it is telling you, and what to do next, is where the real value lives.

This package gives you both.

You get the Daily Cash Flow Forecast template to start tracking your cash flow immediately, plus a dedicated one-hour virtual session with Kemba Howell, CMA, to walk through your numbers together. Bring your questions, your concerns, and your real data. Leave with a clear picture of where your cash stands and what to do about it.

What’s Included:

• Daily Cash Flow Forecast template

• 1-hour virtual review session

• Pre-session prep guide

• Session recap summary – key takeaways and next steps delivered within 2 business days of your session

What we cover in your session:

Every business is different, so your session is shaped around your numbers and goals.

Common focus areas include:

·         Reviewing your completed cash flow forecast together

·         Identifying patterns, gaps, or red flags in your cash position

·         Talking through upcoming expenses, slow seasons, or growth plans

·         Answering your specific questions about managing and forecasting cash

·         Mapping out 2 or 3 clear next steps you can take immediately

Frequently Asked Questions

How does the virtual session work? After purchase, you will receive your template download and a scheduling link to book your one-hour session via video call. Sessions are conducted over Zoom or Teams.

Do I need to have the template filled out before our session? It helps but it is not required. If you have had time to enter your numbers before we meet, we can dive deeper. If not, we can walk through the setup together during the session.

Is this session recorded? Sessions can be recorded upon request so you can refer back to key moments and takeaways.

What if I need more than one session? If you find you want ongoing support after your session, ask about Kewell Consulting's fractional CFO and financial advisory services. There is a path for every stage of growth.

License & Use Terms:

This template is licensed for personal, single-user use only. By using this template, you agree to the following terms:

Permitted Use: 

• You may use this template for your own personal or internal business cash flow planning and forecasting purposes.

Prohibited Use:

• You may not resell, sublicense, or offer this template for sale, whether in its original form or as a modified version.

• You may not share, distribute, or make this template available to any third party, including but not limited to colleagues, clients, partners, or the public.

• You may not republish, post, or host this template on any website, file-sharing platform, marketplace, or online repository.

• You may not claim authorship or ownership of this template or any derivative work based on it.