Set of 14 Financial Templates   Document Bundle
$299.00

THIS IS A DOCUMENT BUNDLE.

A bundle is a pre-defined set of documents. By purchasing the document bundle as a whole, you achieve significant savings from purchasing the documents individually. There is sometimes duplicate content among the bundled documents. See full details below.

Set of 14 Financial Templates (Document Bundle)

Set of 14 Financial Templates (Document Bundle)

$299.00

Add to Cart
  


Immediate download
Editable with PDF editor
Free lifetime updates

DESCRIPTION

This product (Set of 14 Financial Templates) is a Document Bundle, which you can download immediately upon purchase.

Startup Business Financial Model
The Startup Model, tailored for pre-revenue and early-stage companies, furnishes a comprehensive 4-year outlook based on sales forecasts and a limited set of financial inputs, ideal for CEOs seeking clarity and strategic direction.

Petty Cash Book Management Template
In addition to maintaining a primary or general cash ledger, many businesses also maintain a small cash ledger called a petty cash book to document minor day-to-day expenses. This ledger template is designed not only for petty cash management, but also to provide a daily and monthly overview of your actual cash reserve.

Accounts Payable Dashboard
Effective management of accounts Payable is crucial for maintaining the financial stability of your company. Utilize this Excel spreadsheet template to efficiently organize your accounting Payable data, track invoices, and enhance the management of payments from your customers.

Financial Product Management Excel Template
Financial product management is crucial for businesses to ensure profitability and sustainable growth. This spreadsheet offers a comprehensive tool for effectively managing product portfolios with a focus on maximizing margins.

Expense Analysis Excel Dashboard
The document at hand is a comprehensive spend analysis spreadsheet designed for monthly reporting of both actual and estimated costs. It features a printable and dynamic dashboard equipped with user-friendly tables for data entry. Compatible with Microsoft Excel.

Income and Expenses Excel Dashboard
The Monthly Income and Expenses spreadsheet provides a comprehensive insight into your organization's financial management, aiding in strategic decision-making. Structured into four sections: Settings, Revenue, Expenses, and Dashboard, each page serves a specific function.

Profit and Loss Template
Manage your monthly budget through the Profit and Loss (P&L) statement and easily obtain a Dashboard with all the information you need to plan your strategy.

LBO Calculator
In a leveraged buyout (LBO), a sponsor acquires a target company using debt, repaid by the target's cash flow, benefiting from tax-deductible interest payments.

Simple Financial Management
The simplified financial management spreadsheet is designed to streamline your business's financial tracking. It allows you to enter payments and receipts for each month, view detailed payment and receipt reports, and access a comprehensive dashboard with financial indicators for every month of the year.

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 14 PRODUCTS IN THIS BUNDLE:


The provided spreadsheet offers a robust framework for managing monthly budgets through the Profit and Loss (P&L) statement, complemented by an intuitive Dashboard... [read more]

Add to Cart View Details

Individual Price: $29.00

Effective management of accounts Payable is crucial for maintaining the financial stability of your company. Utilize this Excel spreadsheet template to efficiently organize your... [read more]

Add to Cart View Details

Individual Price: $49.00

This particular 3-Statement model is specially designed for early-stage companies that have not yet generated revenue. It is ideal for CEOs who require a sales forecast-based... [read more]

Add to Cart View Details

Individual Price: $29.00

Financial product management is crucial for businesses to ensure profitability and sustainable growth. This spreadsheet offers a comprehensive tool for effectively managing... [read more]

Add to Cart View Details

Individual Price: $39.00

This file enables you to effortlessly compute the Estimated Business Valuation using Net Present Value (NPV) and projected annual cash flow. The file accommodates... [read more]

Add to Cart View Details

Individual Price: $29.00

Introduction: The Monthly Income and Expenses spreadsheet provides a comprehensive insight into your organization's financial management, aiding in strategic decision-making.... [read more]

Add to Cart View Details

Individual Price: $29.00

Petty Cash Management Ledger In addition to maintaining a primary or general cash ledger, many businesses also maintain a small cash ledger called a petty cash book to document... [read more]

Add to Cart View Details

Individual Price: $49.00

Effective management of accounts receivable is crucial for maintaining the financial stability of your company. Utilize this Excel spreadsheet template to efficiently organize... [read more]

Add to Cart View Details

Individual Price: $49.00

Accounts receivable dashboard provides you with a snapshot of all key AR metrics that your business needs to track. It keeps you updated about defaulting customers, cash stuck... [read more]

Add to Cart View Details

Individual Price: $29.00

The document at hand is a comprehensive spend analysis spreadsheet designed for monthly reporting of both actual and estimated costs. It features a printable and dynamic... [read more]

Add to Cart View Details

Individual Price: $39.00

The simplified financial management spreadsheet is designed to streamline your business's financial tracking. It allows you to enter payments and receipts for each month, view... [read more]

Add to Cart View Details

Individual Price: $59.00

In a leveraged buyout (LBO), a sponsor acquires a target company using debt, repaid by the target's cash flow, benefiting from tax-deductible interest payments. In a... [read more]

Add to Cart View Details

Individual Price: $39.00

Net worth is the value of the assets a person or corporation owns, minus the liabilities they owe. It is an important metric to gauge a company's health. Assets An asset is... [read more]

Add to Cart View Details

Individual Price: $39.00

Our templates are meticulously crafted to produce multi-year forecasts by month, emphasizing both aesthetics and functionality. They are engineered to be user-friendly,... [read more]

Add to Cart View Details

Individual Price: $49.00
$299.00

Add to Cart
  

ABOUT THE AUTHOR

Author image
Author: Hafiz Ali
Additional documents from author: 71

Introducing our Excel Premium Templates – your solution to simplifying your tasks. Our collection offers meticulously designed templates that are crafted to streamline your work processes and enhance efficiency. Whether you're managing budgets, creating reports, or organizing data, our premium templates are tailored to cater to your specific needs. With user-friendly interfaces and ... [read more]

Ask the Author a Question

Must be logged in

Did you know?
The average daily rate of a McKinsey consultant is $6,625 (not including expenses). The average price of a Flevy document is $65.




Trusted by over 10,000+ Client Organizations
Since 2012, we have provided best practices to over 10,000 businesses and organizations of all sizes, from startups and small businesses to the Fortune 100, in over 130 countries.
AT&T GE Cisco Intel IBM Coke Dell Toyota HP Nike Samsung Microsoft Astrazeneca JP Morgan KPMG Walgreens Walmart 3M Kaiser Oracle SAP Google E&Y Volvo Bosch Merck Fedex Shell Amgen Eli Lilly Roche AIG Abbott Amazon PwC T-Mobile Broadcom Bayer Pearson Titleist ConEd Pfizer NTT Data Schwab




Read Customer Testimonials

 
"[Flevy] produces some great work that has been/continues to be of immense help not only to myself, but as I seek to provide professional services to my clients, it gives me a large "tool box" of resources that are critical to provide them with the quality of service and outcomes they are expecting."

– Royston Knowles, Executive with 50+ Years of Board Level Experience
 
"My FlevyPro subscription provides me with the most popular frameworks and decks in demand in today’s market. They not only augment my existing consulting and coaching offerings and delivery, but also keep me abreast of the latest trends, inspire new products and service offerings for my practice, and educate me "

– Bill Branson, Founder at Strategic Business Architects
 
"Flevy is our 'go to' resource for management material, at an affordable cost. The Flevy library is comprehensive and the content deep, and typically provides a great foundation for us to further develop and tailor our own service offer."

– Chris McCann, Founder at Resilient.World
 
"I have used Flevy services for a number of years and have never, ever been disappointed. As a matter of fact, David and his team continue, time after time, to impress me with their willingness to assist and in the real sense of the word. I have concluded in fact "

– Roberto Pelliccia, Senior Executive in International Hospitality
 
"As a niche strategic consulting firm, Flevy and FlevyPro frameworks and documents are an on-going reference to help us structure our findings and recommendations to our clients as well as improve their clarity, strength, and visual power. For us, it is an invaluable resource to increase our impact and value."

– David Coloma, Consulting Area Manager at Cynertia Consulting
 
"As a young consulting firm, requests for input from clients vary and it's sometimes impossible to provide expert solutions across a broad spectrum of requirements. That was before I discovered Flevy.com.

Through subscription to this invaluable site of a plethora of topics that are key and crucial to consulting, I "

– Nishi Singh, Strategist and MD at NSP Consultants
 
"Flevy is now a part of my business routine. I visit Flevy at least 3 times each month.

Flevy has become my preferred learning source, because what it provides is practical, current, and useful in this era where the business world is being rewritten.

In today's environment where there are so "

– Omar Hernán Montes Parra, CEO at Quantum SFE
 
"I am extremely grateful for the proactiveness and eagerness to help and I would gladly recommend the Flevy team if you are looking for data and toolkits to help you work through business solutions."

– Trevor Booth, Partner, Fast Forward Consulting


Your Recently Viewed Documents
Document Bundle
$299.00 Bundle of 14 Documents


Customers Also Like These Documents

Related Management Topics


Integrated Financial Model Valuation Model Example Oil & Gas Private Equity Profit and Loss Cash Conversion Cycle Accounts Payable Accounts Receivable

Download our FREE Strategy & Transformation Framework Templates

Download our free compilation of 50+ Strategy & Transformation slides and templates. Frameworks include McKinsey 7-S Strategy Model, Balanced Scorecard, Disruptive Innovation, BCG Experience Curve, and many more.