Tighten up your small business finances with these trackers, templates, and financial models. Everything is built in Excel spreadsheets or Google Sheets. Great for budgeting, tracking payables/receivables, lead tracking, financial forecasting, inventory management, and more.
$179.00 USD
All the templates talked about in this video will be immediately available to download after purchase.
Tighten up your small business with these spreadsheets (Everything is built in MS Excel or Google Sheets):
- 4 financial models (three are for general brick and mortar shops and one for eCommerce)
- eCommerce
- Store Front Retail (up to 25 locations)
- Opening up to 12 Franchises
- Single Retail Location Granular Financial Model
- The above allow for SBA loan feasibility planning as well.
- Google Sheets Inventory Tracker (NEW)
- Inventory tracking of actuals, forecasting for cash requirement planning, and reordering tracker
- Tracking receivables and payables (with aging reports)
- Profit and loss tracker of actuals
- Time sheets template
- Employee scheduling tool
- Budget vs. actual 12 month and 3-year planner
- Survival cash planning
- To-do list or task list tracker
- General 3-statement model
- Loan repayment optimizer
- EBITDA valuation template
- Retirement planner
- Net Worth Calculator (NEW)
- Lead Tracking (Excel and Google Sheet versions) (NEW)
The purpose of these small business tools is to try and make the life easier for owners and managers. Sometimes the tasks that these things are made to handle end up getting done in someone's head and estimates are made that can sometimes cause major inventory, cash flow and/or supply issues. Some small businesses may even use pen and paper to track the above things and that can get lost or become difficult to make sense of over time.
Note, none of the sheets need any of the other sheets to work. They are all able to be used independently. You may use one to inform another, but they are not directly linked.
Note, the PowerPoint with links / descriptions of each will also be included in that. You need MS Excel to use these.
