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Business Consultation

Templates

Month Over Month Dashboard

This Dashboard shows you how the most important metrics of your business are doing on...

Power Query Sheet

This worksheet helps you see the before and after that take place when data is transformed with...

Headcount Dashboard

This Dashboard presents the number of hires for each department a company has and their total cost.

Prepaid Expenses

Prepaid expenses are balances for amounts paid in advance but not yet consumed under accrual...

Forecast Inventory

Forecast your inventory balance. Enter in your projected Cost of Goods Sold, and control when the cash...

Deferred Revenue - Monthly

This worksheet helps track income received in advance for services or products. It spreads out revenue recognition...

Deferred Revenue - Daily

This worksheet tracks revenue recognition for services or products received in advance. It records daily revenue earned...

Accrued Expenses

This worksheet tracks accrued expenses which are bills a company has but hasn't paid yet, like wages or rent.

Forecast Headcount

This template calculates and presents headcount information, i.e. number of hires and expenses per each of the company departments.

3 Statement Model

This consists of an income statement, balance sheet, and cash flow statement.

10 KPIs Dashboard

This is a dashboard of 10 important metrics that you can judge your business based on.

Custom Formatting

This template is a guide to some fancy custom formats that makes your dashboards and templates even easier...

Calculate Depreciation

Use this template to track how your assets lose value over time, which helps with financial reporting a...

20 Excel Tips

Use this file as your guide to 20 excel tips and tricks, it has instructions and problems to solve for practice.

6 Excel Functions for Accountants

This workbook teaches you 6 of the most useful Excel functions

Accounting 101

This is a structured document providing basic guidelines and formats for introductory accounting, information, rep...

Accounts Payable Dashboard

This dashboard provides a snapshot of outstanding payments owed by a business to its suppliers, facilitating monitoring...

Budget vs Actuals Portrait

This workbook has a dashboard that helps you look at your profit and loss in terms of projected financial targ...

Cash Flows Template

This is a tool for tracking the movement of money into and out of a business over a specific period, typically organized by...

EBITDA

EBITDA stands for Earnings Before Interest, Taxes, Depreciation, and Amortization. It's a key metric for evaluating a company's op...

Retained Earnings

This template tracks the cumulative profits retained by a company after distributing dividends, reflecting its overall fina...

Conditional Formatting

This template applies formatting rules based on specified conditions, visually highlighting or emphasizing data...

4 Ways to Summarize a P&L

This workbook showcases 4 ways in which a Profit & Loss can be presented on a summarized basis.

8 things you can do in power query

This template showcases 8 data transformation and manipulation tasks achievable using Power Query, enhan...

7 Chart Templates

This template provides pre-designed 7 financial planning and analysis charts, offering visual representations of key performance ind..

Board Reporting One Pager

This template succinctly presents essential business metrics and performance indicators on a single page, facilitating conc...

Board Reporting

This template consolidates key performance metrics and financial data into a comprehensive report for presentation to...

Break Even Point

This template calculates the point at which revenue equals total costs, helping businesses determine the level of sales nee...

PivotTables Worksheet

This template has a data set that could be presented via a pivot table in different ways. You get a set of instructions to cre...

PivotTables Worksheet Solutions

This template offers the pivot tables that were instructed for in the "Pivottables Worksheet".

Tables Worksheet

This template structures data into organized tables, facilitating efficient data management, analysis, and visualization with built-in...

Balance Sheet Projections

This template forecasts future financial positions by projecting assets, liabilities, and equity, aiding in financial planning, analysis...

Budget vs Actuals_Landscape

This template compares planned budget figures with actual performance data in a horizontal layout, facilitating easy analys...

Column and Bar Charts Worksheet V2

This template provides pre-designed sheets for creating and visualizing data using column and bar chart formats, enhancing..

Column and Bar Charts Worksheet

This template provides pre-designed sheets for creating and visualizing data using column and bar chart formats, enhancing...

5 Common Excel Functions

This template demonstrates fundamental formulas for basic calculations, simplifying data processing tasks and enhancing spreadsh...

Comparison Profit and Loss

This template contrasts financial performance between different periods or entities, aiding in analyzing trends, identifying stren...

Excel Errors

This template provides guidance and solutions for common spreadsheet errors, helping users troubleshoot and correct mistakes to ensure..

INDEX MATCH

This template teaches you about the Match function, and the Index function, and how to combine the two in Excel.

Management Report - Portrait

This template serves to compile comprehensive management reports, consolidating key metrics and insights for strategic decision-ma..

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