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Accounting Cheat Sheet

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Description

This is a compilation of every template I’ve created over the last 18 months, providing tremendous value in my career.

It includes:

1 Startup Dashboard

2 Reconcile Deferred Revenue

3 Chart of Accounts

4 Budget vs Actuals

5 Forecast Headcount

6 Break Even Point

7 Forecast cash flows

8 Build a 3 statement model

9 The 3 financial statements

10 Month over Month Dashboard

11 Management Reporting Dashboard

12 Retained Earnings

13 Gross Profit & Gross Margin

14 10 CEO KPIs dashboard

15 Forecast revenue with sales reps

16 Forecast revenue with digital marketing

17 Create a revenue waterfall

18 Forecast SaaS MRR & ARR

19 100 Excel Shortcuts

20 Startup Pitch Deck

21 Cash out Dashboard

22 Scenario Planning & Analysis

23 MRR Dashboard

24 Calculate Depreciation

25 Startup Board Reporting

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