Financial Health Toolkit

💼 Take control of your business finances — without the overwhelm.
 
The Cofounda Financial Health Toolkit is your all-in-one financial planning companion, designed specifically for startups and growing SMEs. Whether you're bootstrapping or scaling, these templates make it easy to plan, track, and improve your financial performance.
 
📘 What’s Included:
 
✅ SMART Financial Goal Tracker
Set, measure, and stay accountable to clear business targets.
✅ Budget Planner (Monthly + Annual)
Plan and track your revenue and expenses with clarity.
✅ Financial Statement Templates
Easily manage your income statement, balance sheet, and cash flow.
✅ Invoice Tracker & Receivables Log
Stay on top of unpaid invoices and client payments.
✅ Financial Ratios Snapshot Sheet
Auto-calculate profitability, liquidity, and efficiency metrics to assess business health.
 
🎯 Why It’s Perfect for You:
 
Designed for non-finance founders and SME teams
Easy to customize and use right away
Helps with funding readiness, investor prep, and cash flow clarity
Based on real SME growth challenges and expert insights
 
 
🔓 Get Instant Access
 
💡 Free for a limited time — no subscription required.
📥 Download once, use forever.
 
 
🚀 Want Expert Help Applying the Toolkit?
 
Book a 1:1 Financial Strategy Session with a Cofounda advisor.

We’ll help you:
Review your numbers and uncover blind spots
Set realistic financial goals based on your data
Create an action plan to improve cash flow, margins, and funding readiness
Tailor the toolkit to your unique business needs
 
 
💬 “This session gave me clarity on where we were losing money — and what to do about it.”
— Jonathan, SME Founder, South Africa