It's time to
Your agency’s cheat code to scaling on a budget.
PLUG and PLAY
You know that feeling when you’ve just gotten a notification that your Honeybook proposal was accepted and you gasp because this one was a long shot?
And now you have an extra $8K and your head is buzzing with ideas on how to spend it, but you’re just not sure where it should go?
BUDGET templates FOR CREATIVE AGENCIES
That’s what The Bassline was created for.
Meet your revenue goals for the year.
Hire on the new team.
Pay for the OBM you’ve wanted to work with forever.
Plan for those new brand photos.
Imagine knowing exactly how much money to spend and on exactly what so that you can
Know how much to allocate to business debt, tax savings, profit and yourself.
Know when to pay your bills so that you always have enough cash in the bank.
(and done a fantastic-ass job of it) and now you’ve grown to the point where you’re ready to take it to the next level (levels, levels levels).
(and done a fantastic-ass job of it) and now you’ve grown to the point where you’re ready to take it to the next level (levels, levels levels).
You’ve had to figure it out on your own since the beginning
Most online businesses were born out of necessity, drive and a dash of desperation.
But you’ve told yourself a hundred times that you’re just not good with money.
And I refuse to accept that.
it’s that you’ve never been taught how to manage it.
It’s not that you’re not good with money
Sure, there are other budget trackers on the market - but most are geared toward personal finances.
There’s nothing else quite like this.
your agency’s finances are a different beast
You need more than just an income and expense tracker - you need to pay staff, Uncle Sam and yourself.
You need more than just an income and expense tracker - you need to pay staff, Uncle Sam and yourself.
monthly budget tracker
Know where your money is going and learn how to maximize revenue.
Most popular
$9
cash flow forecaster
Know when to pay bills so you always have enough money in the bank.
make moves
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$9
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the bookkeeping bundle
Save money when you get both templates to amp up your results.
Best Value
$15
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while these templates each do their own thing, they work together to help your marketing agency thrive.
what you get:
monthly budget tracker
Yearly overview and worksheet page
12 tabs - January through December
Progress reports in real time
video tutorial detailing exactly how to use the tracker
the details // the details // the details // the details // the details // the details // the details // the details // the details //
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what you get:
CASH FLOW FORECASTER
Dashboard outlining your entire year
Subscription Tracker so you know when those yearly subscriptions are renewing
Debt Tracker
video tutorial detailing exactly how to use the tracker
Monthly cash flow tracking page so you know exactly where your money is going
buy now
DOWNLOAD
BUY
Hit that “buy now” button and get ready to rock your world.
PLUG AND PLAY
Make sure you make your very own copy.
Start filling in your revenue goals, your offers and then your expenses on a monthly basis and watch the template guide you to a brand new agency.
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how it works
FAQs
Do I need to have my bookkeeping up to date to use this?
Yes, you will need to have your bookkeeping done once per month by either you, your team or a professional.
What if I need help filling it out?
If you find that you’re having trouble figuring out what to fill in I’d recommend a Budget and Cash flow VIP week. I’ll go in and fill it in for you with your guidance as to your agency and personal goals.
Which one should I get?
I’d always recommend both but if you have to choose just one, then it depends on the following: Do you find that at the end of the month you’ve paid for everything with no worries, but have no idea where all your money went and why it feels like have none? Then the Cash Flow Forecastert is your best bet. If you have a good grasp on where your money goes, but you want to be more strategic on how to use it then go with the Monthly Budget Template.
Want this filled out for you? check out our vip weeks
learn more
The beauty of having a virtual bookkeeping and cfo agency is that we serve clients from St.Louis to Memphis, from Texas back to Indiana, Chi-town, K.C., to Alabama, LA, New York, and Atlanta.
Intellectual property of Recorded Bookkeeping. Templates are for personal use only and are not to be used for resale.
