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Finance Tracking & Forecasting Toolkit

If you’ve ever felt overwhelmed trying to make sense of your business finances, you’re not alone. This practical, easy-to-use toolkit is built for small, local business owners who want clarity and confidence without the stress.
InUnison - Learning Lab - finance tracking & forecasting toolkit

Take control of your numbers—so you can take control of your business.

If you’ve ever felt overwhelmed trying to make sense of your business finances, you’re not alone. This practical, easy-to-use toolkit from Andrew Farrell with Farrell Financial, is built for small, local business owners who want clarity and confidence without the stress.

✅ Quickly spot what’s working—and what’s not
✅ Forecast with intention and plan for the year ahead
✅ Stay focused, never get off track

Whether you use it quarterly or monthly, this tool will help you step back, see the bigger picture, and make smarter decisions. It’s absolutely worth the time.

Understand your numbers. Understand your business.

Overview Video from Andrew Farrell

Thank you to Andrew Farrell for this helpful tool for local businesses.

InUnison— aims to bring you inspiration from leading respected experts. However, before making any business decision, you should consult a professional who can advise you based on your individual situation.

InUnison—is committed to helping your local, independent business. Learn more about the benefits of local business membership, here.

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