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BENEFITS OF BUNDLE
DESCRIPTION
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.
THERE ARE 14 PRODUCTS ARE IN THIS BUNDLE:
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This is a fun tool for anyone that wants to have their own historical data of key financial performance indicators of publicly traded companies or wants to track their own... [read more]
Individual Price: $45.00
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This template will help any organization track who owes them money and how much and who they owe money to and how much. I am talking about an accounts receivable and accounts... [read more]
Individual Price: $45.00
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Do you know how much revenue you need to make in order to turn a profit? This may be difficult to understand if you've never thought about it and the financial equation is not... [read more]
Individual Price: $45.00
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You'd be surprised at how many small businesses fail to budget or budget incorrectly. You'd also be surprised at how much easier it is to make financial decisions about your... [read more]
Individual Price: $45.00
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How quickly does your business turn cash back into more cash? This is the heart of what this calculator and tracker will tell you about your business based on a few inputs from... [read more]
Individual Price: $45.00
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I first came across this problem from an Upwork job query many years ago. I was stumped on it for quite a long time and then one day tried to really think of an outside-the-box... [read more]
Individual Price: $75.00
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Accountants often have a hard time communicating to new business owners how depreciation works and the proper way to apply it in regards to financial reporting. In my very first... [read more]
Individual Price: $45.00
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Controlling expenses is important.
If you want to maximize the profits of a business, it is important to understand exactly where you stand on various cost categories. This... [read more]
Individual Price: $45.00
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This is a way to track the value and count of units of inventory and balances at a warehouse and at multiple locations (up to 500 total). The data entry is generic and... [read more]
Individual Price: $45.00
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Updated August 17th, 2023 - The template now runs off monthly data structures instead of daily. This allows for easier scaling (adding 1,000s of SKUs) and better general... [read more]
Individual Price: $45.00
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One of the more difficult things that I have had clients ask me to do is help with inventory forecasting within a 3 statement model. You do need to have a good grasp on the... [read more]
Individual Price: $45.00
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If you are an inventory manager and what a quick spreadsheet tool that tells you what items are likely to need reordering in priority of days until reorder point, this tool... [read more]
Individual Price: $45.00
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The calculator is simple. Enter high level payroll information, such as hours and rates, and this will do the math for you. It was built to expand easily over multiple payroll... [read more]
Individual Price: $45.00
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This is an hourly time tracker for consultants or what have you to keep track of the time they spend on various clients as well as various projects and keep track of the hourly... [read more]
Individual Price: $45.00
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Got a question about the product? Email us at support@flevy.com or ask the author directly by using the "Ask the Author a Question" form.
OVERVIEW This is a discounted bundle of 14 documents.
ABOUT THE AUTHOR
I graduated in 2011 with a Bachelors degree in Accounting. From there, I worked at a few small businesses doing financial reporting and some bookkeeping. After a few years of that, I started doing freelance financial consulting work on Elance and Upwork.
After over 400 jobs completed with a 100% success rate, I now run my own modeling/consulting practice and continue to build new financial models every few weeks.
[read more]
Ask the Author a Question
Inventory Management Warehouse Management Vendor Management Financial Management
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