Business Fundability & Cash Flow Readiness Bundle
Review Your Numbers. Track Your Progress. Prepare for Funding.
Get the complete financial-readiness system for small business owners.
The Business Fundability & Cash Flow Readiness Bundle combines a guided printable PDF workbook with an editable Excel dashboard to help you review your business finances, organize payment obligations, assess funding readiness, and create a clearer action plan before applying for vendor credit, business credit, working capital, or other funding.
What You Get
📘 Printable PDF Workbook
Guided worksheets to review your current financial position, risks, records, and funding-readiness gaps.
📊 Editable Excel Dashboard
Formula-driven tracking tools for cash flow, obligations, fundability scoring, visual charts, and 30-day priorities.
✓ Review cash flow, expenses, debt, and payment obligations
✓ Track revenue, expenses, and net cash flow over time
✓ Identify financial gaps before applying for credit or funding
✓ Measure fundability readiness with guided scorecards
✓ Build a focused 30-day stabilization plan
✓ Get both tools in one digital bundle
📥 Instant Digital Download
📘 Printable PDF Workbook
📊 Editable Excel Dashboard
🏢 Built for Small Business Owners
Stop Guessing About Your Business Financial Position
Many business owners apply for vendor credit, business credit, or funding before they fully understand:
- How much cash is actually available
- Whether monthly cash flow is improving or under pressure
- Which bills and obligations are due soon
- How much debt the business is carrying
- Whether financial records are organized
- Which fundability areas need improvement
- What actions should happen before another funding application
Without a clear process, it is easy to make rushed decisions, miss payment deadlines, rely on expensive financing, or apply before the business is ready.
This Bundle Helps You Review the Facts First.
Two Practical Tools. One Stronger Financial-Readiness System.
📘 Guided Financial Review
Use the printable PDF workbook to review your current business cash position, expenses, payment obligations, records, and funding readiness.
📊 Ongoing Cash Flow Tracking
Use the Excel Dashboard to monitor monthly revenue, expenses, cash flow, debt obligations, and financial progress over time.
🛡 Fundability Readiness Assessment
Identify the areas lenders, vendors, and funding providers may review before approving business credit or financing.
📅 Payment Obligation Visibility
Keep vendor bills, debt payments, payroll, rent, subscriptions, and other required expenses organized in one place.
🎯 30-Day Action Planning
Turn financial pressure into a focused plan with priority actions, deadlines, owners, and progress tracking.
💼 Better Funding Preparation
Prepare before applying for Net-30 accounts, business credit cards, lines of credit, working capital, inventory financing, or other funding.
What You Receive in the Bundle
1. Business Fundability & Cash Flow Readiness Workbook
The printable PDF workbook helps you assess your business before you apply.
Inside the PDF Workbook
📋 Business Financial Snapshot
Review available cash, revenue, expenses, debt, vendor obligations, and current financial pressure.
📈 Revenue & Expense Review
Identify what is coming in, what is going out, and where costs may need attention.
💳 Debt & Payment Obligation Review
Document loans, credit accounts, vendor payments, recurring expenses, and upcoming due dates.
📂 Records & Documentation Checklist
Identify missing bank statements, invoices, tax documents, entity records, and funding application materials.
✅ Fundability Readiness Scorecard
Assess business identity, banking, revenue, cash flow, debt history, record organization, and documentation readiness.
⚠️ Cash Flow Risk Assessment
Identify warning signs such as overdue invoices, delayed payments, recurring losses, low reserves, or rising debt pressure.
🗓 30-Day Stabilization Plan
Create a clear short-term action plan to strengthen your cash flow and readiness.
2. Business Fundability & Cash Flow Readiness Dashboard – Excel Edition
The editable Excel Dashboard helps you monitor your numbers after the initial review.
Inside the Excel Dashboard
📊 Executive Dashboard
View your cash position, fundability score, cash-flow trends, readiness status, and upcoming action items in one place.
💵 Monthly Cash Flow Tracker
Track revenue, expenses, cash inflows, cash outflows, net cash flow, and month-to-month changes.
📅 Payment Obligations Tracker
Monitor vendor payments, debt, payroll, rent, utilities, insurance, subscriptions, due dates, priority levels, and payment status.
🛡 Fundability Scorecard
Assess key business-readiness areas and identify priority gaps before applying for funding.
📈 Visual Charts & KPI Cards
See cash flow trends, expense categories, readiness levels, and key business metrics more clearly.
🎯 30-Day Stabilization Plan
Track action steps, due dates, expected impact, progress status, and next priorities.
📘 Instructions Tab
Follow a simple setup process, review the included sample data, and replace it with your own business information.
PDF VS EXCEL SECTION
Why Get Both?
The PDF Workbook Helps You Answer:
Where does my business stand today?
Use it for guided review, financial organization, self-assessment, checklist completion, and funding-readiness planning.
The Excel Dashboard Helps You Answer:
What is changing, what needs attention, and what should I do next?
Use it for ongoing tracking, visual charts, cash-flow monitoring, obligation management, scorecard updates, and action-plan progress.
Together, They Help You:
✓ Review your financial position
✓ Track what changes each month
✓ Identify risks before they become larger problems
✓ Prepare more confidently for business credit or funding
✓ Create a stronger financial-review process for your business
Use This Bundle Before You Apply For
🏦 Business Lines of Credit
Review cash flow, debt obligations, and payment capacity before applying.
💳 Business Credit Cards
Organize your records, cash flow, and readiness areas before submitting applications.
🏢 Vendor Credit and Net-30 Accounts
Prepare your business identity, payment strategy, and documentation before applying.
📦 Inventory Financing
Review whether your cash flow can support additional inventory obligations.
⚙️ Equipment Financing
Assess current debt, revenue consistency, and payment capacity before adding new monthly payments.
💼 Working Capital Funding
Determine whether funding supports a profitable opportunity or simply covers an ongoing financial gap.
📈 Expansion Capital
Review your numbers before increasing payroll, marketing, inventory, staff, or overhead.
Built for Small Business Owners Who Need More Financial Clarity
This bundle is ideal for:
- Small business owners
- Startups
- Service businesses
- Consultants
- Contractors
- E-commerce sellers
- Home-based businesses
- Entrepreneurs preparing for vendor credit
- Owners managing recurring business expenses
- Businesses experiencing cash-flow pressure
- Owners preparing for a business funding application
- Business owners who need better financial organization
PDF Workbook Only — $12.97
Best for business owners who want guided worksheets, checklists, and a printable financial-readiness review process.
Excel Dashboard Only — $19.97
Best for business owners who want live tracking, formulas, dashboard visuals, obligation monitoring, and ongoing cash-flow review.
Complete Bundle — $27.97
Best for business owners who want both the guided assessment process and the ongoing tracking system.
Bundle Savings
Buy separately: $32.94
Bundle price: $27.97
You save: $4.97
Not Ready to Buy Yet?
Get the Free Business Funding Readiness Checklist
Join the Credit Growth Academy email list and receive a free checklist designed to help business owners review key funding-readiness items before applying for vendor credit, business credit, or funding.
You’ll Also Receive
- Business credit education
- Cash-flow planning tips
- Funding-readiness guidance
- New CGA resource announcements
- Practical tools for small business owners
Small Disclaimer
By signing up, you agree to receive educational emails and updates from Credit Growth Academy. You may unsubscribe at any time.
Product Details
📘 PDF Workbook: Printable digital workbook
📊 Excel Dashboard: Editable Microsoft Excel workbook
📁 Files Included: 2 digital files
⚡ Delivery: Instant download
🖨 Printable: Yes
✏️ Editable: Excel dashboard only
💻 Best Used With: Microsoft Excel desktop or Excel Online
👤 Author: Gerald Lacey, MBA, MSSCM
🏢 Brand: Credit Growth Academy
Frequently Asked Questions
Is this a physical product?
No. This is a digital bundle. No physical products will be mailed.
What files will I receive?
You will receive:
- One printable PDF workbook
- One editable Excel dashboard workbook
Do I need Microsoft Excel?
Microsoft Excel desktop or Excel Online is recommended for the best experience. Some features, formatting, formulas, or charts may display differently in Google Sheets or other spreadsheet programs.
Can I print the workbook?
Yes. The PDF workbook is designed for printing or digital completion.
Can I edit the Excel Dashboard?
Yes. You can enter your own business information in the designated input areas. Dashboard insights and charts update based on your entries.
Does the Excel Dashboard include sample data?
Yes. Sample data is included to help you understand how the dashboard, charts, scorecards, and action plans work before adding your own information.
Is this financial, legal, tax, accounting, or lending advice?
No. This bundle is for educational and organizational purposes only. It is not legal, tax, accounting, lending, or financial advice.
Does this guarantee approval for business credit or funding?
No. This bundle does not guarantee approval. It is designed to help you become more organized and prepared before applying.
Get the Complete Business Funding-Readiness System
Review your numbers. Track your progress. Protect cash flow. Prepare more confidently before your next credit or funding decision.
Instant digital download. PDF workbook plus editable Excel dashboard. Built for small business owners.
Support
Questions or download issues?
📧 support@creditgrowthacademy.com
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