Tools to help you
understand your finances.
Free templates, checklists, and guides built for Canadian business owners, nonprofits, and anyone working toward financial clarity. No fluff, just practical resources you'll actually use.
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12-Month Cash Flow Tracker
A simple, clean spreadsheet for tracking monthly cash inflows and outflows across a full year. Built for Canadian small businesses, includes HST line items and a summary dashboard.
Nonprofit Business Continuity Plan Template
A structured template for nonprofits and charities to document financial and operational continuity procedures. Covers key contacts, critical functions, financial controls, and recovery steps. Also adaptable for small businesses.
More tools
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Monthly Bookkeeping Self-Audit Checklist
A one-page checklist business owners can run through each month to catch common bookkeeping errors before their bookkeeper or accountant does.
Canadian Startup Financial Setup Checklist
Everything a new Canadian business needs to set up financially, HST registration, business bank account, accounting software, payroll, CRA accounts, and more. Step-by-step.
Professional Invoice Template
A clean, branded invoice template with HST/GST calculation built in. Formatted for Canadian businesses. Available in Word and Google Docs.
Year-End Tax Prep Checklist for Small Businesses
What to gather before meeting your accountant or CPA at year-end. Reduces back-and-forth, saves accounting fees, and ensures nothing gets missed.
Nonprofit Grant Tracking Template
A spreadsheet for tracking multiple grants, funder names, award amounts, restrictions, reporting deadlines, and balances. Built for nonprofits managing multiple concurrent funders.
Board Finance Committee Meeting Agenda Template
A structured quarterly agenda template for nonprofit finance committees, covering financial report review, variance discussion, budget status, and audit preparation items.
Personal Monthly Budget Template
A clean, simple monthly budget tracker for individuals. Designed for the financial empowerment and coaching audience, no jargon, just clarity.
Debt Payoff Tracker
A visual tracker for paying down multiple debts using the avalanche or snowball method. Calculates payoff timelines and interest saved. Designed to motivate, not overwhelm.
Financial Goal Setting Worksheet
A structured worksheet for setting 30-day, 90-day, and 1-year financial goals with specific action steps. Used in Cobella's financial empowerment programming.
Professional-grade templates
built to save you thousands.
These paid resources are designed to replace what you'd otherwise pay a consultant or lawyer to build from scratch. One-time purchase, immediate download.
Nonprofit Financial Policies & Procedures Manual Template
A complete, CRA-compliant financial policies and procedures template for registered charities and nonprofits. Covers all key financial governance areas, ready to customize and adopt.
- ✓Signing authority and expense approval policies
- ✓Restricted and unrestricted fund management policy
- ✓Financial reporting and board disclosure standards
- ✓Internal controls and fraud prevention policy
- ✓Banking and investment management guidelines
- ✓Audit and T3010 compliance procedures
Full Business Financial Setup Package
Everything a new or growing Canadian business needs to set up their finances properly, bundled together and ready to use immediately.
- ✓Complete startup financial setup checklist
- ✓Professional invoice template (HST-ready)
- ✓12-month cash flow tracker (enhanced version)
- ✓Year-end tax prep checklist
- ✓Monthly bookkeeping self-audit checklist
Grant Application Financial Package
The financial documentation toolkit for organizations preparing government or foundation grant applications. Built to the standard funders expect.
- ✓Grant budget template (funder-ready format)
- ✓Cash flow projection template
- ✓Financial narrative writing guide
- ✓Cost allocation methodology template
- ✓Budget variance explanation template
All paid templates are delivered as editable Word documents and Google Docs. One-time purchase — no subscription.
Need more than a template?
Let's talk.
Templates are a starting point. If your business or nonprofit needs a financial partner who can build, implement, and maintain the real thing, book a discovery call.
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