Take control of your financial future with The Financial Forecasting Toolkit, your complete guide to building a clear, useful, and aligned financial forecast—without the overwhelm.
This bundle includes the on-demand replay of Rachel Harris’s webinar How to Build a Great Financial Forecast Into Your Business, plus a practical, beautifully designed toolkit to help you take action right away.
You’ll walk away with:
- A smarter approach to cashflow planning and financial decision-making
- Clarity around fixed, variable, and stepped costs
- Confidence to forecast income and expenses without needing “perfect” data
- A monthly tracker, forecast readiness checklist, and expense classification cheat sheet
- Reflection prompts to deepen your money mindset and business vision
Whether you're gearing up to grow, plan new hires, or set revenue targets, this resource will help you forecast with intention and lead with clarity.
What’s Inside
- 60-minute on-demand webinar replay with live Q&A
- Forecast readiness checklist
- Cost classification cheat sheet (fixed, variable, stepped)
- Monthly tracker template
- Forecast task planner
- Reflection prompts for better financial decisions
Perfect for
- Founders and business owners who want more clarity and less stress around cashflow
- Anyone preparing for scaling, hiring, or raising investment
- Creatives, consultants, or ecommerce brands seeking practical forecasting tools
About the Authour
Rachel Harris is redefining what it means to be an accountant, employer, and modern business leader. A TEDx speaker, award-winning content creator, and founder of striveX® and @accountant_she, Rachel has become one of the most recognisable and trusted voices in UK finance.
Named Accounting Personality of the Year, she combines practical expertise with relatable storytelling, delivering free financial education to an audience of more than 255,000 across social media. Rachel champions ethical, values-driven business - building a profitable firm that invests in local jobs and high standards.
She works directly with HM Treasury and Downing Street on UK tax policy and financial wellbeing, while helping founders, creators, and accountants build smarter, more confident businesses. Above all, Rachel believes financial knowledge should be accessible to everyone, and she’s here to make that happen.