Accounting Trackers - Tools for Accountants (Document Bundle)

Spreadsheets are an Accountants best friend. The reason why is that much of the data that goes into preparing financial statements / filing taxes / producing reports for relevant stake holders needs to be tracked somewhere and requires logic to be applied to it to feed correct information into various other systems and/or reports. There are a lot of rules in accounting and the law requires that things be done a certain way. Often this can't be tracked in your head or on paper. You need spreadsheets to properly manage things.

This bundle provides a lot of tools and trackers to help Accountants to do their job efficiently and with little error. Some of the topics covered include:

Budget template: A budget template helps you to plan and track your expenses and income over a period. It can help you make informed financial decisions and stay on top of your finances.

Income statement template: An income statement template can help you to analyze your business's financial performance. It shows your revenue, expenses, and net income over a given period.

Balance sheet template: A balance sheet template can help you to understand your company's financial position at a given point in time. It shows your assets, liabilities, and equity.

Cash flow statement template: A cash flow statement template can help you to track the movement of cash in and out of your business over a period. It shows your cash inflows and outflows and helps you to manage your cash flow more effectively.

Expense tracker template: An expense tracker template can help you to keep track of your business expenses. It allows you to enter your expenses into a spreadsheet, categorize them, and monitor your spending over time.

Payroll template: A payroll template can help you to manage your employee payroll more efficiently. It allows you to enter employee information, hours worked, and pay rates, and calculates the employee's gross pay and net pay.

Accounts receivable and payable template: An accounts receivable and payable template can help you to manage your cash flow by tracking the money owed to you by customers and the money you owe to vendors.

FIFO COGS Calculator: If you have a couple SKUs of inventory to track (and large quantities with varying cost basis over time) then this tracker is great. It lets you enter purchase history and sales history. It will calculate the correct cost of goods sold based on using the FIFO methodology for valuing inventory that is sold over time.

Inventory tracking and forecasting: Planning out the cash flow requirements can be a major help to many different types of businesses. Depending on the size, the accountant may be in charge of inventory control / forecasting. These sheets will help.