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Free Resource Kit

The
Cashflow
Kit

Three tools to help you understand, track, and fix your business cashflow — from Carissa Greene CA at CVG Accountants & Business Advisory, Singleton NSW.

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What's included

Everything you need to get your cashflow under control.

01
📄
PDF Guide
The 7 Cashflow Traps

The most common cashflow mistakes destroying profitable Australian businesses — and exactly how to avoid every one of them.

  • Why profit and cash are not the same thing
  • The GST/PAYG trap that catches most businesses
  • 5 metrics to track instead of just your P&L
  • 3-step action plan you can start this week
🔒 Download Guide (PDF)
02
Interactive Tool
Cashflow Health Scorecard

10 questions. 3 minutes. Get a personalised Green, Amber, or Red rating — plus a specific action list based on your answers.

  • Covers debtors, tax, forecasting, reserves & more
  • Instant personalised feedback on every question
  • Custom action list — only what applies to you
  • Payday Super readiness check included
🔒 Open Scorecard →
03
📊
Excel Spreadsheet
13-Week Cashflow Tracker

The same forecasting tool used in professional cashflow management. Fill in your numbers and see your position 13 weeks ahead.

  • Auto-dating from this week — ready to use immediately
  • Closing balance turns red when you're in danger
  • Separate tax holding account tracker
  • How-to guide sheet included
🔒 Download Tracker (Excel)
How to use it

Start here. Takes less than an hour.

Step 01
Read the Guide

Understand the 7 traps and which ones might already be affecting your business. Most business owners recognise at least 3.

Step 02
Take the Scorecard

Answer 10 yes/no questions and get your personalised cashflow health rating plus a specific action list.

Step 03
Start the Tracker

Open the Excel file, enter your opening bank balance, and fill in your expected inflows and outflows for the next 13 weeks.

Step 04
Book a Review

If you'd like help interpreting your results or implementing the fixes, book a free 20-minute cashflow review with Carissa.

Carissa
Greene
CA · SMSF Specialist · Registered Tax Agent

Carissa owns and runs CVG Accountants & Business Advisory in Singleton, NSW — a firm built around making clients feel like they have a genuine business partner, not just an accountant.

With over 12 years of industry experience working with small businesses across the Hunter Valley and regional NSW, Carissa built this kit around the cashflow problems she sees most often — and knows exactly how to fix.

Chartered Accountant SMSF Specialist Tax Agent 12 Yrs Experience
12+
Years working with Australian small businesses
7
Cashflow traps covered in this kit
13
Weeks of visibility in the forecast tracker
3
Tools — all free, all immediately usable

Want help putting this into action?

Book a complimentary 20-minute cashflow review. We'll look at your specific situation and identify the highest-priority fixes for your business.

Book a Free Review →

No obligation · Singleton, NSW · cvgaccountants.com