Who it's for

Club controllers and CFOs who want a clean, checkable budget model instead of an inherited one.
General managers who need dues, capital and operating results on one page before a board meeting.
Finance committee chairs and treasurers who want to see the assumptions, not just the totals.
Smaller clubs and single-person finance offices. Departments you don't run can be zeroed out.

It's a planning model that sits beside whatever club software you already use. It's not a general ledger, a POS or a benchmarking service.

Preview: the sample club

Every screen is populated with fictional data for "Sample Oaks Country Club" (about 450 members across five classes). It is not a real club.

Board Summary tab of a country club budget template, showing fictional Sample Oaks Country Club KPIs, dues-scenario chart and capital reserve chart

Board Summary tab: budget-year KPIs, departmental results, 5-year outlook and three charts, including the capital reserve balance.

Dues scenarios, side by side

Net operating result	2027	2028	2029	2030	2031
Low (3.0%/yr)	$93k	$49k	($124k)	($178k)	($225k)
Base (4.5%/yr)	$93k	$109k	($1k)	$15k	$44k
High (6.0%/yr)	$93k	$168k	$125k	$214k	$325k
Cost of belonging / member (Base)	$10,047	$10,479	$13,430	$11,401	$11,892

Fictional sample. 2029 includes a $2,500 special assessment and a $2.0M renovation loan. Deficits are drawn from the capital reserve, which stays above the $750k minimum in every scenario.

F&B minimum: current vs. proposed

Class	Min / mo	Meeting min	Shortfall / yr	Proposed	Meeting proposed	Change
Full Golf	$150	42%	$122,099	$175	36%	+$47,744
Social	$100	48%	$28,169	$125	37%	+$15,574
Junior	$75	50.5%	$9,528	$75	50.5%	–
Senior / Emeritus	$100	58%	$4,097	$100	58%	–
Non-resident	none	n/a	$0	none	n/a	–
Total		44.8%	$163,893		38.6%	+$63,318

Assumes no change in spending; the model flags "proposed" as an upper bound. Totals include only classes with a minimum. Half of Senior/Emeritus members are subject to it.

USFRC-style departmental budget in Excel, monthly by department, fictional data

Departmental Budget tab: USFRC-style layout, monthly × 12, annual inputs spread by seasonality profile.

Standard or Pro

Both are one-time prices with an instant download. Both include 12 months of updates. One license = one club (your staff, finance committee and board).

What's included	Standard, $395	Pro, $695
Club Budget Model: six linked Excel tabs (Start Here, Membership, Dept Budget, F&B Minimums, Capital & Dues Plan, Board Summary), live formulas, no macros	✔	✔
Filled sample (fictional Sample Oaks Country Club) and blank version	✔	✔
Setup guide (12-page PDF)	✔	✔
Board Finance Presentation Template (13 editable PowerPoint slides on the budget, dues and the capital plan)	—	✔
Treasurer Orientation One-Pager (Word + PDF)	—	✔
Dues-Increase Member Letter Templates (A: modest increase; B: larger increase with a capital assessment; C: increase with service improvements)	—	✔
12 months of updates	✔	✔

Coming soon: get early access (Standard, $395)

Coming soon: get early access (Pro, $695)

Pro is Standard plus the tools to present it. What's included in Pro: the Club Budget Model (everything in Standard), the Board Finance Presentation Template, the Treasurer Orientation One-Pager and the Dues-Increase Member Letter Templates.

LicenseOne license covers one club. Each additional club needs its own license. Management companies: email [email protected].

CompatibilityBuilt for Excel for Microsoft 365 or Excel 2019 and later (Windows and Mac). Pro's presentation and letters are built for PowerPoint and Word for Microsoft 365 or 2019 and later. No macros. LibreOffice can open the files, though some formatting may differ. Google Sheets is not supported.

14-day refund, no questions askedEmail [email protected] within 14 days of purchase and we'll refund you in full.

Prices in USD, tax added at checkout. Checkout, receipts and sales tax are handled by Lemon Squeezy, our merchant of record.

How it works

Buy. Checkout through Lemon Squeezy, our merchant of record, takes about a minute.
Download instantly. You get the .xlsx workbook in sample and blank versions and the setup guide PDF. Pro buyers also get the Board Finance Presentation Template, treasurer one-pager and member letters.
Set up in an afternoon. Have last year's budget and your member counts by class ready. Follow the Start Here tab.
Present. Confirm the model checks read ALL OK, pick a dues scenario and take the Board Summary (or, with Pro, the board presentation template) to the finance committee.

What this is and isn't

What this is: An Excel budget and dues model for one private club, in a USFRC-style departmental layout. It covers member classes, initiation fees (split between operating and capital), capital dues, F&B minimums and a 5-year dues and capital plan. Enter your numbers once and the Board Summary builds itself. Built-in checks have to read "ALL OK" before you share the file. Pro adds a board presentation, a treasurer one-pager and member letter templates.

Not accounting software or a general ledger, and it doesn't connect to your club system.
Not a substitute for your auditor, CPA or attorney. Not tax or legal advice; it doesn't produce tax filings or guarantee any accounting or tax result.
The presentation and letters are templates you edit. They don't fill themselves from the model, and they aren't legal or communications advice.
Not a Google Sheets file. Not licensed for more than one club.
Not affiliated with or endorsed by CMAA, HFTP or AHLA. USFRC and USALI are referenced for layout only.

Files

Standard

File	Format	Size
CBM_v2027.1.0_SAMPLE_SampleOaksCC.xlsx (fictional sample club)	Excel .xlsx	54 KB
CBM_v2027.1.0_BLANK.xlsx	Excel .xlsx	47 KB
CBM_Setup_Guide_v2027.1.0.pdf (12 pp)	PDF	1.6 MB
READ_ME_FIRST.pdf, README.txt, LICENSE.txt, CHANGELOG.txt	PDF / text	<30 KB
Download: HFT_CBM_v2027.1.0_Standard.zip		1.4 MB

Pro (in addition to the Standard files)

File	Format	Size
HFT_Board_Finance_Presentation_Template_v2027.1.0.pptx (13 slides)	PowerPoint .pptx	125 KB
HFT_Treasurer_Orientation_OnePager_v2027.1.0	Word .docx + PDF	40 KB + 157 KB
HFT_Dues_Increase_Member_Letter_Templates_v2027.1.0.docx (A, B, C)	Word .docx	42 KB
Download: HFT_CBM_v2027.1.0_Pro.zip		1.6 MB

FAQ

Does it follow USFRC?

It uses a USFRC-style departmental layout: membership dues, operated departments with their own revenue, cost of sales and payroll, golf course maintenance as a cost center, undistributed operating expenses and fixed charges. Capital dues and capital initiation fees are kept out of operating revenue. Line names are simplified so you can map them to your own chart of accounts.

What's the difference between Standard and Pro?

Both include the full six-tab model, sample and blank versions, the setup guide and 12 months of updates. Pro adds the Board Finance Presentation Template, the Treasurer Orientation One-Pager and the Dues-Increase Member Letter Templates.

Will it work for a smaller club?

Yes. Zero out departments you don't operate and rename member classes. A club with one dining room and no racquets program uses the same structure with fewer lines.

Does it work in Google Sheets?

No. It's built for Excel for Microsoft 365 or Excel 2019 and later, on Windows or Mac. LibreOffice Calc can open it, though some formatting may differ.

Can I share it with my board?

Yes. One license covers one club: your staff, finance committee and board. Please don't share it with other clubs; each additional club needs its own license.

Is this accounting or tax advice?

No. It's a planning tool. Initiation fee treatment, capital dues and 501(c)(7) questions should follow your club's policies and your auditors and advisors.

Can I customize departments?

Yes. Line items, member classes and seasonality profiles are all editable. If you add rows, keep them inside the subtotal ranges and re-check the Start Here panel.

Will it work with Jonas, Clubessential or Northstar?

It's software-neutral. You type or paste annual budget amounts and member counts; it doesn't connect to your club system.

Do I get next year's edition?

Yes, if it's released within 12 months of your purchase. 12 months of updates are included with both tiers, and you keep everything you've received.

Who built this?

It's built by a working private club controller.

What's your refund policy?

14-day refund, no questions asked. Email [email protected] within 14 days of purchase and we'll refund you in full.

Budget and dues tools for private clubs.