The Battle Plan Bundle

Cash Flow Forecaster

Utilizing the Cash Flow Forecaster allows you to input personal and business financial information into the template to allow you to review what the future look like. 

  • Includes personal & business finances
  • Space to input financial decisions /before/ you commit to them
  • General & Profit First format available
  • Use at least monthly & when considering making financial decisions.

Revenue & Expense Tracker

Track transactions within your business to have up-to-date information.

  • Lets you go from bank/credit card account to financial statements. Video includes check measures for higher accuracy.
  • Includes these financial statements: monthly breakdown (pictured above), income statement, balance sheet, general ledger, cash flow statement

If you already use bookkeeping software, you do not need this.

Breakeven Analysis

Determine how many offerings you need to sell to cover all the base costs in your business.

  • Available for one-offering or for multiple-offering situations. Multi- shows how many you should sell of each offering & the average price
  • Gives you space for additional data formore considerations with your offering mix
    • Close rate to determine how many leads you need
    • Number of hours you have to dedicate to ensure you are not overscheduling yourself

Software Analysis

Lets you review the recurring expenses in your business (or personal life!) to evaluate them.

  • Brings unused/unnecessary software to your attention.
  • Allows you to rate the software on eight different traits to compare the benefit of the software to the investment.
    (ROI analysis for the win!)
  • Points out any software providing duplicate solutions to reduce your expenses and overwhelm.

Budget Analysis

Compares your actual situation to the budget you have for your business.

  • Space & quick video to help you create your budget.
  • Shows the different between budget and actual numbers.
  • Reflect on why there is this difference - Is it positive or negative? What was done to create this difference?
  • Determine an action step, as applicable, to move forward with to help you get closer to your goals.

Revenue Tracker

PDF that gives you space to record the revenue you have received in your business. 

  • Mental boost to see how much impact you've had on others.
  • Allows you to fill up spaces to see how much you've actually done with your business.
  • The experience of using this is similar to the feeling of crossing out a to-do plus knowing you're impacting others!
  • They say what you track tends to be where you focus & where your growth ends up.

Bookkeeping Tasks

PDF provides guidance on when to perform the most common bookkeeping tasks. 

  • Applicable if you currently have bookkeeping software or will be using my spreadsheet.
  • Helps you develop a plan to stay on top of your books.
  • Breaks the tasks down to daily, weekly, monthly, quarterly, and yearly.
  • <Make a schedule, put it on your calendar, and commit to it!>

The Bundle is "Pick Your Price"

You have four options of prices to choose from: $30, $60, $90, $120. 

Why did you decide to offer "Pick Your Price"?

I created this option to allow business owners at most levels to be able to have access to some of the tools that can really help them within their business. I want to see you succeed and I want you to understand the language of business (numbers) as it is often ignored, overlooked, or not done properly. 

I want to take my knowledge, expertise, and skills and make them accessible to everyone who needs it.

How much should I choose to pay?

How much do you feel you can afford to pay? If that's $30, then pay $30. How much do you feel this bundle is worth, how much value do you foresee it bringing to your business? If that's $30, then pay $30.

If you need further guidance or are curious as to what I'd price this bundle at, my original plan was to price this around $90. But, again, pay what you can pay. I celebrate and am grateful for every purchase I receive!

If $90 is what you'd price it at, why do you have an option for $120?

I have a few reasons for it.

  • I didn't want three options because that's often used in psychology for people to purchase the middle option. I'm hoping with four options, there is more control for the individual to decide which option feels best for them. I could be wrong on this!
  • For those who can afford the $120, it allows me to continue to provide the option for those who can only afford $30.
  • I am hoping to set something up in the future where this option will come into play a little bit more.

What if I have any other questions?

Feel free to reach out to me at :)

Frequently Asked Questions

Who do you create this Bundle for?

When putting together this bundle, I focused on creating a "starter pack" of the financial information/resources that I'd want every business owner to have when starting their business. They were things that I didn't see discussed in the online business space, everyone focuses on the exciting topics (marketing, lead generation, branding, etc) but those are a part of a whole. You must look at your numbers and understand your data within your business, so I am stepping in and creating resources to help business owners in this space.

Do I need this information at my stage of business?

If you don't have this information, then yes, regardless of if you are considering starting a business or have been in business for 20 years and you outsource your accounting to someone. All business owners should have the ability to play with their data to help them make decisions. 

Since these offerings include a lot of videos, what if I need other accommodations?

I do my best to make all of my material accessible to everyone, but definitely still have room to improve!

  • Currently, all of my videos in this bundle have closed captioning and transcripts. 
  • I am currently creating PDF walk-throughs of how to use any spreadsheets that are included; The Cash Flow Forecaster is currently the only one finished. 
  • I found a font by The Braille Institute designed to help those who have visual impairment and am working on changing all of my transcripts & other texts to this font.

I am still learning about other ways to support those who need accommodations, please do not hesitate to reach out if you are in this area and need something further from me. Contact: :)

Will this help me if I'm not in the US?

The concepts and data should be helpful for you, regardless of where you live. While there are some differences in accounting in the US vs other parts of the world, the items included in this Bundle should still be valuable.

What is your return policy?

Due to the nature of the product, I generally do not provide refunds; however, if you are dissatisfied with your purchase for any reason, please reach out to me at and we can come to a solution that will work for both of us.

What if I have any other questions?

Feel free to reach out to me at :)

Virtual CPA & Digital Offering Creator

Harley Raptor

I set out on a quest to bring hope, knowledge, and financial reckoning to those in need. I entered battle armed with a Master’s in Accountancy and my CPA license.

My mission is to provide expert knowledge and excellent service to everyday business owners and entrepreneurs in an accessible and approachable way.

I pledge to always keep your best business interests at the center of my quest and to do everything in my power to help you conquer your financial goals