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 disrupting what it means to be an accountant, a business owner and an employer in 2024. She is a TEDx speaker, content creator, author, business owner and most importantly... an accountant! As the official accounting personality of the year 2023 & breakout star of the year 2023, Rachel adds value to her audience of 80,000 by creating completely free long and short form content delivering financial education! She is passionate about free financial education for everyone, she is the founder of @accountant_she, her £1m firm striveX accountants, striveX audit, striveX consulting and striveX mortgages.