25 Finance & Accounting Templates
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