BENEFITS OF THIS BUNDLE
- Inventory Tracking
- Receivables / Payables Tracking
- Financial Statements
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.
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.
THERE ARE 28 PRODUCTS 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]
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Without a 13-week working capital management template, businesses face significant risks and challenges in managing their short-term financial health. One of the most critical... [read more]
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This Activity-Based Costing (ABC) model can be used to gain a precise understanding of your product costs and profitability. This tool is essential for accurately... [read more]
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This Excel template provides a detailed pre- and post-money cap table that helps you clearly track and manage equity for your company. With robust data entry accommodating up to... [read more]
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Analyzing Potential Loan Securitization Deals
Securitizing a pool of loans is a complex undertaking that requires detailed analysis of both the collateral and the proposed... [read more]
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This Bond Modeling and Amortization Schedule Template is designed for anyone looking to streamline the process of evaluating and tracking bond investments. Whether you are... [read more]
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This meticulously designed spreadsheet consists of two specialized tabs to enhance your financial management:
- Loan Amortization Tab: Tailored for typical loans, it... [read more]
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This meticulously designed spreadsheet consists of two specialized tabs to enhance your financial management:
- Loan Amortization Tab: Tailored for typical loans, it... [read more]
Individual Price: $45.00
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Building a three-statement financial model that dynamically reflects the timing of cash collections from sales and the recognition of sales as revenue requires careful... [read more]
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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]
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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]
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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]
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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]
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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]
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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]
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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]
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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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This template was designed to be a real-time cash flow planner. You can enter the current bank balance, the current date date, the current outstanding invoices (due date,... [read more]
Individual Price: $45.00
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My goal with this template was a robust framework for both large and small operations. There are up to 900 staffing slots to enter data into, spread across 20 different... [read more]
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For a manufacturing company considering the purchase of new equipment, a comprehensive cost/benefit analysis is essential. Here are the key elements to include in your... [read more]
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This tool is centered around very accurately coming up with your estimated cost to do a job. It could be any job that requires one or multiple worker types with various wages... [read more]
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If you currently own real estate, equipment, or some other tangible asset and are planning to sell, it is vital to understand what your actual cost basis is. Having a lower... [read more]
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I've had lending platform clients in the past that required an ongoing analysis of their loan tape. This is the first ever template I've done that can accomplish a similar... [read more]
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ABOUT THE AUTHOR
I graduated in 2011 with a Bachelor's degree in Accounting and began my career as a financial analyst at a small chain of auto repair shops. After gaining valuable experience, I launched my own practice specializing in real estate underwriting, later expanding into general business modeling.
I honed my spreadsheet modeling expertise by completing over 400 projects on Upwork with a 100% success
... [read more]
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