Authority Matrix Template
Authorities and Responsibilities Matrices are considered important to organizations due to their role in identifying and documenting decisions that are…
Inventory Management – Control and Tracking Template
This highly-sophisticated and user-friendly Inventory Management & Tracking Template is suitable for any type of business/industry.
Due Diligence P&L – Exhaustive Revenue and Costs Analysis Template
Model for in depth understanding of high level P&L and Revenue Analysis. Big-4 like book of due diligence analyses.
Performance Tracker: Car Salesperson (with Excel and Google Sheet version)
This is a tool designed to help car salespeople. The template helps keep track of leads within the sales pipeline…
From Trial Balance to Business Valuation – Management Accounts Model
Management Accounts Template, providing full reporting cycle and mapping between accounting and financial statements.
Driving Range Startup Model: 10 Year Financial Model
Plan out the assumptions and the resulting financials that show how a driving range can be developed and operated.
Salesperson Commission Calculator
This tool acts as a calculator for figuring out commissions and the company effect therein based on some rate or…
Business Review Meeting
The purpose of the business review is to monitor business performance, create solutions to make more money, and provide guidance…
5-Year Enterprise SaaS Financial Model – 3 Customer Configurations
A dynamic financial model to forecast monthly and annual customers/revenues/expenses for a SaaS company.
Attrition Tracker: For Human Resource Planning
This excel tool was designed to better analyze expected headcounts over time. It is best used in tandem with a…
Sales Contract with Reserving the Right of Ownership
A sales agreement with reserving the right of ownership is a financing arrangement where a buyer takes possession of an…
Professional Financial Model in Excel
Excel professional financial model to make financial projections for your business. What is the forecast horizon? - 10 years Is…
Internal Control Self-Assessment
The template shows is a modern concept in the field of control and risks
Management Accounting and Corporate Budget Report
This template enables users to compile comprehensive monthly management accounts based on any chart of account structure. The management accounts…
NET TOTAL RETURN ON BOND INVESTMENT CALCULATOR
CALCULATE NET TOTAL RETURN ON BOND INVESTMENT DENOMINATED IN ANY CURRENCY, broken-down by: Capital Gain/Loss (Realized & Unrealized), Foreign Exchange…
Budget vs. Actual – Real Estate Development Financial Planner (48 months)
This template is a great way to plan out the equity and debt requirements of a real estate development project…
Depreciation Schedule Calculator
CALCULATE DEPRECIATION OF A TANGIBLE ASSET USING 4 OF THE MOST POPULAR DEPRECIATION METHODS. This excel tool will calculate the…
Bond Net Yield to Maturity Calculator
CALCULATE THE EFFECTIVE NET YIELD-TO-MATURITY (OR TO SALE DATE) OF A BOND, KEEPING INTEREST RATE RISK UNDER CONTROL
Analytical Return on Investment (ROI) Calculator
CALCULATE RETURN ON INVESTMENTS DENOMINATED IN FOREIGN CURRENCY, SPLIT BETWEEN REALISED AND UNREALISED, SHOWING IMPACT OF EXCHANGE RATE DIFFERENCES.
Manufacturing, Trading, and Profit & Loss Account
A manufacturing account is prepared in addition to the trading and profit and loss account. It is produced for internal…
PERSONAL FINANCES MANAGEMENT (2 VERSIONS-2021 RELEASE)
A useful tool to help you take control of your finances by organizing and aggregating all relevant information in one…
Dynamic Scaling Model – Plan Up to 25 Retail Locations over 5 Years
This model lets the user define assumptions individually for up to 25 locations. The first 12 months of each location…
Financial Reporting Checklist
Checklist makes the control easier to see which tasks have been completed and which you still need to tackle.
Manufacturing Plant – Operating Model – 10 Year
Specific logic structures and assumptions designed to show the resulting financial performance of acquiring and operating a manufacturing plant.
Dynamic Profit and Loss Comparison
The model help the business to understand their company's performance by assessing profit and loss and paying attention to budgetary…
3D Printing (B2C) – 5-Year Financial Model
Specific logic that pertains to starting a 3D printing business.
FINANCIAL MANAGEMENT PACKAGE (2021 RELEASE)
FULLY FLEDGED FINANCIAL MANAGEMENT AND ACCOUNTING SYSTEM, DEVELOPED ENTIRELY IN EXCEL. ONE-OF-THE KIND. Technical assistance available. A comprehensive tool to…
Job Cost Tracker – Excel Template
A straight forward dashboard tool that helps any organization track hours / billings across multiple crews / crew members.
Inventory Valuation Using FIFO – Automatically Calculate COGS Accordingly
Any accountant that needs to comply with IFRS will have to use the FIFO valuation method for calculating their cost…