Free resources
Free, practitioner-built finance templates that bring project economics into your weekly routine — cash visibility, project pricing, project margin, and utilization. Built from the same formats used in real FP&A work, sized for firms of 10–250 people.
Project-based firms run on economics that most generic finance templates ignore: milestone billing that arrives in lumps, bench time that drains margin, work in progress that distorts the P&L, and backlog that determines next quarter's capacity. A plain spreadsheet budget won't capture any of it.
The templates in this toolkit are structured around those realities. Each one targets a specific discipline — forecasting cash, pricing projects, tracking project margin, watching utilization — and each is explained in plain language: what it is, what's inside, how to use it, and who it's built for. They're free, and they come with guidance on how to run them well, because a template only works if the weekly rhythm around it works.
Each template has its own page with a full walkthrough. Downloads are being prepared — the walkthroughs are live now.
What it does: A rolling weekly forecast of cash receipts and disbursements over the next 13 weeks, so you can see liquidity tightening — or loosening — well before the bank balance tells you.
Who it's for: Owners and finance leads at project firms with milestone billing, seasonal swings, or tight payroll timing, who want an early-warning system instead of month-end surprises.
Coming soon
What it does: Compares budget to actual hours and cost project by project, computes true margin per project, and flags projects drifting off course while there's still time to act.
Who it's for: Firms that know their overall margin but can't say which projects are making money — and want to price, staff, and scope the next engagement with real numbers.
Coming soon
What it does: Builds defensible project fees from rate cards, loaded labor cost, and target margin — with scenario testing so you can see what a discount, a scope change, or a timeline slip does to profitability before you sign.
Who it's for: Partners and principals who price fixed-fee work by feel and want a disciplined build-up that protects margin without losing the deal.
Coming soon
What it does: Tracks billable percentage by person and by team, surfaces bench time and overallocation early, and feeds capacity planning — so hiring decisions are based on real workload, not gut feel.
Who it's for: Firms where utilization questions keep coming up — who's stretched, who's idle, and whether the next hire is actually needed.
Coming soon
Template downloads are being prepared — check back soon. Each template page already walks through what's inside the template and how to run it, so you can start the discipline now and add the file when it lands.
The four templates reinforce each other, but you don't need all of them on day one. A sensible order for most firms:
Running these well doesn't require a finance team — it requires a rhythm: one weekly cash update, one monthly margin and WIP review, one monthly KPI conversation. That rhythm is what Mesfonic's engagement tiers formalize, but the discipline itself is free, and it starts here.
Talk to a finance advisor who speaks project economics — backlog, bench, WIP, and margin — not just accounting.
