I help coffee shop and retail owners get clear on their numbers by building simple, practical cashflow and budget models. This service focuses on real costs, real margins and clear actions — not generic advice. You’ll leave with a tool you can actually use to manage cash and make better decisions.
What's included
Monthly Cashflow Overview
A clear monthly view of cash in and cash out, showing expected inflows, fixed costs and variable costs so you can see pressure points and plan ahead.
Budget Breakdown by Cost Category
A structured budget covering key cost categories such as rent, labour, food, utilities and overheads, making it easy to track spend and identify overspends.
Excel or Google Sheets Budget Model
A simple, easy-to-use Excel or Google Sheets model you can update each month to manage your budget and cashflow without ongoing support.
Key Insights & Improvement Actions
A short summary highlighting key cost pressures, risks and practical actions to improve cashflow and financial control.
FAQs
No. I’ll work from your existing figures (spreadsheets, reports or exports). No direct system access is required.
Yes. This is designed for small operators, single sites and growing businesses that want better financial control.
Yes. The model is designed to be simple and usable without ongoing support.
I help coffee shop and retail owners get clear on their numbers by building simple, practical cashflow and budget models. This service focuses on real costs, real margins and clear actions — not generic advice. You’ll leave with a tool you can actually use to manage cash and make better decisions.
What's included
Monthly Cashflow Overview
A clear monthly view of cash in and cash out, showing expected inflows, fixed costs and variable costs so you can see pressure points and plan ahead.
Budget Breakdown by Cost Category
A structured budget covering key cost categories such as rent, labour, food, utilities and overheads, making it easy to track spend and identify overspends.
Excel or Google Sheets Budget Model
A simple, easy-to-use Excel or Google Sheets model you can update each month to manage your budget and cashflow without ongoing support.
Key Insights & Improvement Actions
A short summary highlighting key cost pressures, risks and practical actions to improve cashflow and financial control.
FAQs
No. I’ll work from your existing figures (spreadsheets, reports or exports). No direct system access is required.
Yes. This is designed for small operators, single sites and growing businesses that want better financial control.
Yes. The model is designed to be simple and usable without ongoing support.