CEO Financial Visibility Toolkit

CEO Financial Visibility ToolkitMost small business owners are not afraid of hard work; they’re frustrated by their numbers. You may see money in the bank, but still wonder:How long will this actually last?Am I really profitable?Am I safe, or am I guessing?The CEO Financial Visibility Toolkit turns financial data into clear, easy-to-understand insights so you can lead your business with confidence instead of uncertainty.What This Toolkit Helps You See• How long will your cash last• Whether your business is truly profitable• Monthly financial trends at a glance• Early warning signs before small issues become major problems• A single-screen dashboard designed for CEOs, not accountantsWho This Is For• Small business owners• Service-based entrepreneurs• Creative professionals• DIY bookkeeping users who want clarity without complexityWhat’s Included• Google Sheets Data Drop tab for entering monthly numbers• Automated Financial Dashboard that updates instantly• Cash coverage, profitability, and debt health indicators• Simple explanations so you always know what the numbers meanCreated by Carleen Lamay, Founder of C2 Accounting & Business Support, this toolkit is designed to give small business owners the same financial visibility larger companies rely on, without overwhelm, jargon, or expensive software.

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