Cash Flow Planner by Theresa Baretta

Cash Flow Planner

Time to stop wondering where your next clients and sales are coming from. Plan your revenue goals and launches in bite-sized chunks, so you can take them from action to accomplished!

Welcome to the Cash Flow Planner!

I am so excited that you have chosen to set clear and strategic goals to reach your revenue roadmap.

Before you move on, please watch the welcome video to get you set up!

What's included?

Video Icon 3 videos File Icon 1 file


How to Use Your Planner
Getting Started
7 mins
At-a-glance, all-in-one place
5 mins
Build your Cashflow RoadMap
8 mins
Book a planning session

Execute business efficiency & excellence effortlessly

I'm Theresa, an operational efficiency expert who helps Agency owners optimize their operations to run without them so they can enjoy their freedom and flexibility.