The Basic Professional Package is a bundle of templates to help any small business with organizing their finances. These templates help set financial projections for future years, track actuals vs. budget figures, analyze inventory and outstanding invoices.
This bundle includes the following templates:
• 3 Statement Model w/5 year Projections – includes a three statement model, assumptions section with 3 scenarios for the financial forecast, schedule tabs for Fixed Assets, Long-term Liabilities, and Equity.
• Budget vs. Actual – used to measure actual results against the budget projected for the financial period. The 1-year financial period can be broken down by Month, Quarter, or All by enabling Macros on the worksheet. This model will show the variance between the budget and actual figures so you can analyze what areas need attention.
• Inventory Tracker – provides an inventory log for your business while tracking and organizing inventory on a monthly basis as well as year to date. This will create a way to analyze your revenue, cost of goods sold and gross margin without having to pay for a software program. The model includes an Inventory Management section, a Top Sellers section and an Inventory Register to log all your transactions.
• AR/AP Aging Model – provides registers for both AR and AP accounts to log all invoices to track and organize outstanding accounts year to date. This will create a way to analyze your outstanding AR and AP without having to pay for a software program. The model includes a Summary, Charts, Top 10 Accounts, AR/AP Aging Reports and AR/AP Invoice Registers to log all your invoices.
Total value of these templates is $160, now priced at $120 (25% savings), when you purchase the bundle!
3 Statement Model
Budget vs. Actual