Practical templates and guides you can start using today. Each tool is designed to be simple enough to use without any financial background.
These aren't generic templates. Each one was designed with the specific context of small Ecuadorian businesses in mind.
A simple spreadsheet template for recording every transaction during the week. Includes basic categories for common business types and a running total column. Works in Google Sheets or Excel.
Enter your material costs, labor time, fixed costs, and desired margin. The calculator shows your minimum price and suggested retail price. Covers both physical products and services.
A one-page planning sheet that helps you map expected income and expenses for the month ahead. Includes a section for irregular expenses that often catch entrepreneurs off guard.
A step-by-step checklist for separating your personal and business finances. Covers bank accounts, expense categories, salary setup, and record organization. Printable PDF format.
A one-page summary you fill in at the end of each month. Shows total income, total expenses, net result, and a comparison with the previous month. Designed to make patterns visible over time.
The most effective financial tool is the one you actually use. We designed these templates to be as simple as possible while still giving you useful information.
You don't need to use all of them at once. Start with the income and expense log. Use it for two weeks. Then add the pricing calculator when you need to set a new price. Build from there.
Consistency over time matters far more than using a sophisticated system perfectly once.
Each tool works better when paired with the corresponding workshop. The workshops explain the logic behind each template so you understand what you're looking at.
If you're not sure which tool to start with or how to adapt a template to your specific business, get in touch.