Mom and Pop Playbook: Small Business Tools, Templates, and Financial Models
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Mom and Pop Playbook: Small Business Tools, Templates, and Financial Models

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Small businesses often have poor tracking for payables and recievables, inventory, and budgeting. These financial models and templates are designed to give the small business owner greater insight into their business and help make better decisions as well as become more literate in regards to the finances of their business.
Using these tools may lead to better cash flow management, inventory efficiency, and reduce waste, which will ultimately increase the chance of success / growth.
The bundle starts off with 4 financial models that are designed to plan out the unit economics of the business, cash flow planning in the first few years, and then scaling as desired, potentially with multiple locations. These models include:
- General brick and mortar business (planning for up to 25 locations) with high level revenue drivers based on pricing / sales volumes
- A franchisee model that focuses more on the timing of contracts related to opening up and running a franchise units such as McDonalds, Starbucks, or any other franchise where there is a fee that must be paid as well as up front fees.
- Granular retail model that is for the planning of a single location that has many product categories. Define margins and sales volume of the various categories / sub categories as well as produce financial statements for up to 5 years.
- eCommerce model for the financial planning of selling anything online. This includes sales channels via paid ads, organic traffic, and partners.
Next up is tracking things. If you don't have advanced softwares, this can be a big issue. Often times small businesses will have invoice tracking, but not something that is user friendly and can be queried. Here is what you get for this section:
- Accounts Payable and Receivable tracker in Google Sheets. This tool is a really simply way to enter invoices and payments to those invoices. The template will automatically track due dates, automatically update aging reports (i.e. how much money is past due at various day ranges (also shows total current based on due dates), and show details on a selected invoice. There are also monthly reports showing total paid / outstanding over time.
- Inventory Trackers. Small businesses have a really hard time with this. I have included 4 primary templates that can be used to help with this. They are a daily inventory tracker, inventory tracker for multiple locations, inventory forecasting, and reorder management.
- Profit and Loss tracker. This is the final 'tracker' and it lets the user input relevant revenues and expenses in a database style way. The report will then show revenue, expenses, and other cash flow items on a weekly, monthly, and annual basis as well as show visuals therein.
Another big pain point is employee management. I have included the following to help with this:
- Employee time sheets. This is an easy way to manage all employee hours and it includes tracking PTO time and work time for up to 8 categories. This template is in MS Excel and all the reports are formatted and printable. Simply enter date/name/work type/clock in / clock out and the formulas do the rest. You can report by day for any given month or by month for any given year or a defined start and end date.
- Employee scheduling is another big pain. This template was included to make it easy to manage smaller work force schedules. It will show covered for each day of the week in 30 minute slots as well as alert if there is a scheduling conflict with defined availabilities for each employee.
A high level financial item for small business owners is budgeting. You want to estimate what your expected monthly revenues and expenses will be and compare how the actuals do relative to those estimates. This is good for goals as well as expense management. There are two templates for this, they are:
- Budget vs. actual (12-month planner and 3-year planner) that will let the user enter up to 3 revenue streams and 40+ expense items. There is a variance sheet that will show individual line item variances as well as sub-total variances and total variances, including cash flow positions.
- Survival cash planner is a simple tool where the user can enter current available cash sources and then based on monthly estimated revenues and expenses, these will deplete over time and show you how long of a runway you have.
I also included a final set of templates that are more general in nature and may be useful to a wide range of uses within a small business. They include:
- To-Do List Organizer

- 3-Statement Model General Template

- Loan Payback Optimizer

- EBITDA Valuation

- Retirement Planner


- Excel and Google Sheet Small Business Lead Tracking (customer pipeline management) 

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