Templates

The templates are designed with pre-formatted data fields and automated calculations for easy setup, offering a visually appealing and efficient way to manage finances

4 Ways to Summarize a P&L

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

Spotlight

This template highlights critical data points with clarity. It offers a focused snapshot for immediate insights.

Cash Out

This template tracks and manages cash expenditures efficiently. It offers a comprehensive overview of outgoing financial transactions.

Column and Bar Charts Worksheet

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

Forecast Headcount

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

Accounts Payable Dashboard

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

MRR Dashboard

This template provides a comprehensive overview of Monthly Recurring Revenue (MRR) metrics, including growth trends and churn rates.

Keyboard Shortcuts Worksheet

This template has a few tabs to practice a wide variety of some of the most useful Excel shortcuts.

Deferred Revenue - Monthly

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

Template Tab

This template simplifies data organization within Excel by offering pre-designed tab layouts, enhancing efficiency and clarity in document management and workflow optimization.

Chart of Accounts Template

This template provides a structured framework for organizing financial transactions, simplifying accounting processes with predefined categories.

3 Statement Model

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

Month-end Close Checklist

This template guides users through essential tasks for completing the month-end close process, ensuring accuracy and efficiency in..

Forecast Accounts Receivable

This template provides a structured format for managing accounts receivable, including recording invoices, tracking payments, and monitoring outstanding balances.

Excel Resume

This template will help you take control of your career by presenting yourself in a PROFESSIONAL manner…all directly from Excel.
Simply hit CTRL + P and you’ll get a PDF that’s perfect for you to use on your next interview.

Comparison Profit and Loss

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