Built to help you get started in your financial journey, these templates will help you evaluate your current situation and make the right moves moving forward

our toolkit will help you take the first steps towards financial management 


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Use this template to map out the uses and sources of funds for a capital project

Sources and Uses Template

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Use this template to forecast your personnel expenses for 12 months for both hourly and salaried employees

Personnel Expense Forecast

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Use this template to forecast monthly net income for your business over 12 months

12 Month Profit and Loss Statement

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Use this template to create a grant budget and track spending vs budget for 12 months

Grant Budget and

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Use this calculator to forecast revenue for a business based on per customer data

Per Customer Revenue Monthly Forecast Model

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Use this calculator to calculate your monthly principal and interest payments for a new loan

Debt Repayment Calculator


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        work you are passionate about

spend more time       
         work you are passionate about



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- Dr. Alaina Chipman Leeks
Founder and Executive Director 
Atlanta Unbound Academy 

One of the number one reasons small businesses fail, especially schools, is due to negligent financial planning. I'm proud to say that one of the reasons AUA has continued to be successful is due to Candace's impeccable work which led us to receiving a score of 100% in financial compliance according to the state of GA in year 1 of operation! We've chosen to continue our work with Purpose Capital is because of Candace; her level of confidentiality, discretion, and her ability to have honest conversations with a variety of stakeholders about the school's finances is what makes Candace stand out as an incredible partner in this work.

Candace is the reason our organization not only exists, but thrives! Her attention to detail and work ethic is truly unmatched. 


Candace is amazing and definitely an asset to your biz. Her advice and expertise was leveraged for navigating retail launches and stocking big box stores with my company's products. As a BOB, this opportunity was vital and having Candace complete our pricing studies made navigating these conversations much more impactful! We’re excited to have her in our corner and will continue to recommend this organization! 

Exceptional! Seriously can’t recommend a better financial expert to assist with projections, business finance, retail finance, etc. 


She is highly organized, extremely knowledgeable about finances (including charter school finances), and has an outstanding ability to create resources that make tasks easy for users to use. We have used her for both monthly school finances and a special facility finance project and I would highly recommend her services for both. She has added so much capacity to my work by helping us remain in compliance and meet all of our financial deadlines.

I have been working with Candace for over 5 months now and I honestly do not know where our school would be without her support. 


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