Take Control of Your Debt and Cash Flow with This Free CPG-Focused Spreadsheet

By: 

Wizard Accounting

Sponsored by: Wizard Accounting & Consulting helps CPG businesses take control of their financial data with expert bookkeeping, cash flow insights, and inventory tracking solutions. They specialize in beverage and have helped a wide array of businesses in the industry maximize their potential. They offer 25% off first 3 months with 4 month commitment.

Managing debt and burn rate is critical for any growing CPG brand—but keeping track of it all shouldn’t slow you down.

That’s why we created this free Debt Schedule + Burn Rate Summary Spreadsheet specifically for CPG founders. It’s designed to help you stay on top of your company’s financial health with minimal time spent in the weeds.

✔️ Track and organize your debt in one place with a clean, simple layout
✔️ Built-in summary sheet that automatically pulls insights from individual loan details that’s easy to send to investors
✔️ Burn rate calculator to help you understand your monthly cash runway at a glance

Whether you’re prepping for a fundraise or just want to stay more in control of your numbers, this tool is a quick win.

Download the spreadsheet and start making smarter, faster financial decisions today.

Simply input the debt details in rows 1-4 of the sheets after the summary tab, and update the starting date in column F. The rest fills in for you and will be tracked on the Summary sheet. Need a longer time period, or additional rows? It’s a simple copy/paste to add more to accommodate your business’s needs.

Consolidated Loan Amortization

FREE Debt Schedule + Burn Rate Summary Spreadsheet 

Education Articles

Why fractional accounting is the most efficient model for brands under $50M.
This article dives into these four trends and their impact on trade and deductions in 2026 and beyond. Buckle up – and expect nothing less than another crazy ride in CPG!
Private label has leveled up, and it’s putting real pressure on independent brands. But despite better design and lower prices, store brands still can’t copy what matters most. This is where founders can still stand out.

Subscribe to Newsletter

Join 4,000+ founders, investors, and partners in receiving impactful tactics and tools every week.

Restricted to Premium Members Only

Sign In

Not a Premium Member? Sign Up Here:

The online the community for food and beverage founders