Question 1

What format does this template come in?

Accepted Answer

The template is available in Microsoft Excel (.xlsx).

Question 2

Do I need accounting experience to use this?

Accepted Answer

Not at all. The template includes a step-by-step instructions tab and a sample data tab so you can see exactly how it works before entering your own numbers.

Question 3

Is this a one-time purchase?

Accepted Answer

Yes. You pay once and the template is yours to keep and use as long as you need it.

Question 4

What if I need help using the template?

Accepted Answer

If you have questions after downloading, you are welcome to reach out via the contact page. For deeper financial support, explore Kewell Consulting's fractional CFO and financial advisory services.

Question 5

Is this template right for my industry?

Accepted Answer

This template works for any small business with regular cash inflows and outflows. It is especially useful for product-based businesses, service-based businesses, e-commerce, and nonprofits.

Question 6

If I purchase a package that includes an advisory session or quarterly review sessions, how do I schedule my time?

Accepted Answer

Within 24 hours of your purchase you will receive a welcome guide and a scheduling link to book your session(s) at a time that works for you.

Please note: To receive these automatically, you must opt in to email communications at checkout. You may unsubscribe at any time.

I you do not receive your welcome guide or scheduling link within 48 hours of purchase, please email us at contact@kewellconsulting.com with your name and order number and we will get you taken care of.

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Cash Flow Template Frequently Asked Questions