Built by HaZal Strategy Partners Dubai, United Arab Emirates 🌐 hazal-co.com | 💼 My LinkedIn Profile | 🤝Meet Ali !
If you’re running a startup or SME in the UAE or Saudi Arabia, your finances are probably held together by spreadsheets, hope, and a part-time accountant. No judgment, YES we’ve seen it hundreds of times.
This kit gives you the exact financial templates, checklists, and frameworks that well-funded, well-run companies use. It’s the same toolkit we set up for our Virtual Finance Pal clients and now it’s yours for free.
| # | Item | Type | Best For |
|---|---|---|---|
| 1 | 13-Week Cash Flow Forecast | 📊 Excel Template | Tracking weekly cash in/out and runway |
| 2 | Monthly Financial Close Checklist | ✅ Checklist | Closing your books accurately every month |
| 3 | Startup Financial Model (3-Statement) | 📊 Excel Template | Income Statement, Balance Sheet, Cash Flow |
| 4 | KPI Dashboard (SaaS / E-Commerce / Services) | 📊 Excel Template | Tracking the metrics that matter |
| 5 | UAE VAT Compliance Checklist | ✅ Checklist | Staying compliant with FTA requirements |
| 6 | Fundraising Financial Package Checklist | ✅ Checklist | Everything investors want to see |
| 7 | Finance Team: Hiring vs. Virtual Finance Pal Matrix | 📋 Framework | Deciding whether to build yours or HIRE US |
| 8 | Board Reporting Template | 📊 Excel Template | Professional reporting for your board |
💡 How to use this page: Duplicate this page into your Notion workspace. Work through the checklists interactively. Download the Excel templates from the links below. Customise everything for your business.
A weekly cash flow tracker that shows exactly how much money is coming in, going out, and how many weeks of runway you have left. This is the single most important financial tool for any startup.