Resource · Organise
Creator Finance OS™.
One workbook to see exactly where your money comes from, where it goes, and how much to keep for tax.
Want us to run it for you? It's part of the Creator CFO Partnership. See Organise and Scale on our Services page.
What's inside
Seven tabs. One clear picture.
↓Download Creator Finance OS™ (.xlsx)Excel / Google Sheets / Numbers · 2026/27 tax year- Start here: quick instructions
- Dashboard: monthly profit and loss, margin, tax reserve, top income stream, recurring share, agency fees as % of income and a chart. All automatic.
- Income: TikTok, YouTube, brand deals, affiliates, subscriptions, digital products and other, by month
- Expenses: 13 creator-specific categories, by month
- Tax reserve: set your own %, and see what to move each month vs what you actually moved
- Brand deals: deliverables, usage, fees, agency %, net, invoice dates and overdue days
- Cash flow: a 12-month forecast with negative months highlighted
Months run April to March to match the UK tax year. Yellow cells are inputs; everything else calculates for you.
General information only, not tax advice. Figures for the UK 2026/27 tax year (England, Wales & Northern Ireland unless stated). Check your own situation with a qualified adviser.
Want help putting this into practice?
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