Blog

Practical guides on cash flow, budgeting, and financial planning for small business owners.

RestaurantSales Forecasting

Restaurant Sales Forecast: A Practical Example and Guide

How to build a restaurant sales forecast — covering the core formula, day-part analysis, seasonality adjustments, and how the forecast connects to every other financial decision.

Mar 25, 20268 min
Coffee ShopIncome Statement

Coffee Shop Income Statement Example: Revenue, Costs, and Margins

A coffee shop income statement example with beverage cost benchmarks, labor targets, prime cost rules, and a worked P&L for an independent café doing $480K/year.

Mar 24, 202611 min
DaycareIncome Statement

Daycare Income Statement Example: Revenue, Costs, and Margins

A daycare income statement example with tuition revenue, CACFP reimbursements, staff cost benchmarks, and a worked P&L for a 50-child childcare center.

Mar 24, 20268 min
Food TruckIncome Statement

Food Truck Income Statement Example: Line Items and Benchmarks

A food truck income statement example with food cost benchmarks, unique line items like commissary and pitch fees, and a worked P&L for a single-truck operation.

Mar 24, 20269 min
HealthcareIncome Statement

Healthcare Income Statement Example: Revenue, Expenses, and Margins

A healthcare income statement example covering net patient revenue, contractual adjustments, expense benchmarks, and operating margin targets for providers.

Mar 24, 20269 min
HealthcarePro Forma

Healthcare Pro Forma Example: What to Include and How to Build One

A practical healthcare pro forma example — covering revenue projections, payer mix, expense benchmarks, and a worked model for a new medical practice or service line.

Mar 24, 202611 min
HotelPro Forma

Hotel Pro Forma Example: What to Include and How to Build One

A practical hotel pro forma example — covering RevPAR, GOP, undistributed expenses, FF&E reserves, and a worked model for acquisition or development underwriting.

Mar 24, 202611 min
ManufacturingIncome Statement

Manufacturing Income Statement Example: Line Items and Benchmarks

A manufacturing income statement example with COGM schedule, gross margin benchmarks by subsector, and a worked P&L for a precision parts manufacturer.

Mar 24, 20269 min
Real EstateIncome Statement

Real Estate Income Statement Example: NOI and What the Numbers Mean

A real estate income statement example with line items, OER benchmarks from IREM, and a worked example showing how NOI connects to property value.

Mar 24, 20268 min

Showing 9 of 22 articles tagged "Financial Planning"

Find the right Excel template

Industry-specific Excel templates with pre-built formulas. Download, plug in your numbers, and start planning.

No macros, no subscriptions. Pure Excel formulas you can customize.