Personal Solutions: Smart Cash Sheet
Smart Packages
Smart: DIY
(requires basic Excel skills)
Link to the SCS template with projection capacity thru December 2023.
Instructional video available upon request.
The price is $127.00
Smartest – Membership Done for You
Hire CashIntel professionals to do the work for you. Includes initial SCS prep plus ongoing monthly updates.
List of Documents
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Reconciled operating account bank balance (bank balance minus outstanding checks plus deposits in transit)
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Bills (account names, amounts, due dates)
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Credit cards (including estimated statement amount(s) and due date(s)
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Auto drafts such as subscriptions
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Income (take home pay amounts and pay dates – estimates ok if exact data N/A)
OR
Provide us with a bank download in Excel for the last 90 days (as alternative to gathering most of the above information)
It is your axe—swing it!
I have had the pleasure of using Smart Cash Sheet for several years and it has been nothing short of spectacular. As a small business owner, cash flow is KING and without exception, Smart Cash Sheet allows me to make business decisions based on hard data not on “potential” projections. If you are a small business owner and want to sleep better at night BUY Smart Cash Sheet!
