Recurring Revenue & Renewal Planner

Track changes in recurring monthly revenue and keep client renewal decisions organized in one practical workbook.

Best for: SaaS founders and service businesses with subscriptions or recurring retainers.

What is included

• 12 months of opening, new or returning, expansion, contraction and canceled monthly recurring revenue (MRR).

• A recurring revenue chart and separate 30-client renewal worklist with decision deadlines and review flags.

• A 5-page guide with printable monthly review and renewal action worksheets.

Your ZIP download includes one blank Excel workbook (.xlsx), a separate fictional worked example, a PDF guide and a start-here file.

Before you buy

MRR is a recurring run rate, not cash collected or recognized accounting revenue. Renewal records do not automatically feed MRR totals. No notices or customer messages are sent.

Compare bundle options: Cash & Recurring Revenue Bundle — $17 or Service Business Planning Bundle — $29. These include the same tool files; choose one option to avoid duplicates.

Digital download only; no physical item ships. Open the extracted .xlsx files in Microsoft Excel. Excel software and a PDF reader are not included. The PDF worksheets are printable, not fillable.

Use within one business or household. You may share your completed copy with your bookkeeper or CPA. Please do not redistribute or resell blank templates. These are general planning tools; professional services and individualized tax advice are purchased separately.

For download assistance, email lori@aiellocpa.com with your order number. Simple Money Systems by Lori Aiello, CPA.