Small Business Budget Template
A leaner structure for teams under 20 people, without the enterprise overhead.
Illustrative preview · Assumptions · Revenue · Costs · Cash · Summary
What's in the template
Built by FP&A professionals, for companies. Every tab has a job.
One-page assumptions
Six inputs drive the whole model. No hunting through tabs.
Simple revenue lines
Products or services, priced monthly. Nothing you will not use.
Fixed and variable split
Costs separate cleanly, so your break-even is visible.
Cash view
A simple monthly cash position, because profit is not cash.
How to use it
Four steps, in order. The first one matters most.
Set your six assumptions
Growth, pricing, headcount, and the three biggest cost lines.
Enter revenue by month
Seasonality matters more than annual totals for small teams.
Separate fixed from variable
This one habit makes every future decision easier.
Watch the cash line
If cash dips below your buffer, adjust before it happens.
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