The Cash Flow Dashboard Kit is the exact system my bookkeeping practice uses with paying clients: a weekly-updating, password-protected, client-branded 18-week cash flow dashboard. It runs on free infrastructure, refreshes with a Monday cron job, and comes packaged with the pricing and sales playbook to land your first advisory client.
Every bookkeeper is told to “move upmarket into advisory,” but nobody hands you the delivery system. This kit is that system. Your client opens one link every Monday morning and sees exactly where cash stands for the next 18 weeks: runway, burn, the week that gets tight, and whether they can afford the thing they’re about to buy. You deliver it in about an hour a week per client.
Ten advisory clients at $450/mo is $54K/yr of predictable income on roughly ten focused hours a week.
GitHub Pages hosting, open-source AES-256 password protection, Python, and a Mac you already own. No SaaS fees eating your margin.
A Monday cron rolls the forecast window, archives the closed week, recomputes, encrypts, and publishes. You read the result and advise.
Full system architecture plus the ten design rules learned the hard way on live client work: the Excel formula-cache trap, the encryption mojibake bug, the 3-part iOS mobile fix, and more.
Zero to live client dashboard in an afternoon, including copy-paste AI prompts for the two genuinely custom files. You don’t need to be a programmer.
Production Python scripts: one-command deploy (compute → inject → encrypt → publish), weekly window-roll with automatic archiving, cron wrapper, and the macOS scheduler config.
A working template for the 12-month Projections view: revenue cases, cost modes, owner-pay and financing toggles, every combination precomputed in Python. The premium tier you upsell once the weekly cadence is sticky.
Fictional client, realistic data, fully responsive. Your reference implementation and your sales demo.
Packages and price points that work, the 15-minute demo-first sales motion, discovery questions, objection handling, and the “can I afford X?” decision-check framework that makes advisory sticky.
The Monday routine, the 3-sentence client email template that drives retention, and a troubleshooting table for every failure mode I’ve hit.
A rebrandable “Understanding Your Cash Flow” explainer, a Decision Log template (with two worked examples) for “can I afford X?” calls, and a one-page Action Plan template. The deliverables that turn a dashboard into advisory.
The client texts you their Monday bank balance. You drop it in a one-line text file (or pre-stage it and let the 8 AM cron handle everything).
The pipeline rolls the 18-week window, recomputes every total in Python, encrypts the dashboard, and pushes it live in about 60 seconds.
You read the dashboard before they do and send three sentences: the verdict, the number that matters, the thing you’re watching. That email is the retention engine.
The same scripts and playbook running for real clients today, with email support from me, a working bookkeeper, not a course-seller.
No subscription. Pays for itself in week one of your first advisory client.
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Buy now, instant downloadQuestions first? jake.felstow@gmail.com. I answer personally, usually within one business day.