AXISIndependent Advisory
 Pack · $99
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See month by month whether your business's money will stretch.

Free templates in Spanish for business owners in Puerto Rico.

Free templates in Spanish for a Puerto Rico business. And the PR Owner Pro Pack, for a barbershop, a food truck, a colmado, a salon or a contractor.

Example data
Example sheet of the 13-Week Cash Flow Forecast (Flujo de Caja 13 Semanas), with fictitious data.
Example sheet of the Break-Even & Margin Calculator (Punto de Equilibrio y Margen), with fictitious data.
Example sheet of the Income Statement (P&L) & Budget (Estado de Resultados y Presupuesto Mensual), with fictitious data.

Example images with fictitious data. The appearance in your program may vary.

By signing up and confirming your email, you agree that AXIS Independent Advisory may use your email to send you the templates and marketing emails with tips, new tools and offers for its products (such as the PR Owner Pro Pack). You can unsubscribe at any time using the link in each email. Aviso de Privacidad (Spanish).

PR Owner Pro Pack

Example dataExample sheet of the 12-Month Financial Projections, with fictitious data.

$99

one-time payment

A 12-month model to see whether your money will stretch.

21 files: 14 spreadsheets, 2 Word documents and 5 PDFs.

See the Pack

No renewal. No refunds after delivery.

Start here

Two paths

Free templates

For business owners. Five Excel templates in Spanish to organize cash, margins, IVU, the budget, and loan documents.

See the templates

Free calculator · SpanishCash calculator (in Spanish): how many months of cash does your business have?Before you download anything: free calculator, 5 numbers, no sign-up.
PR Owner Pro Pack

The 12-month model and 6 more tools

Enter the sales you expect each month and see whether your cash holds, even in the slow season.

$99one-time payment
See the Pack

$99, one-time payment. No renewal. No refunds after delivery. Full terms

How it works

From the form to your email

  1. Sign up on the form.Your email.On this page
  2. Confirm your email.You get an email from AXIS Independent Advisory with the button to confirm and download the 5 templates.In your email
  3. Get the templates.Each template comes in two versions: a blank one and an EXAMPLE one with fictitious data.On your computer

Why AXIS

  • Spanish-first.
  • Built for Puerto Rico.
  • Finished, ready-to-use tools rather than generic advice.
  • Excel tools with instructions in Spanish, made for business owners.