Financial Models

MS Excel is great for finance. All of these financial models use best-in-practice logic for revenue and expenses assumptions. Each specific business case is carefully researched to ensure the spreadsheets are usable and applicable. Enjoy building financial forecasts, feasibilities, and testing price points. 

Purchasing any bundle grants lifetime access to that bundle, any upgrades to templates in it, and future templates that are added to it.

Buy All Spreadsheets on
$999.00 USD 
(Lifetime Access: Save Time, Learn, Reuse for Future Work)

SaaS / PaaS and Recurring Revenue Structures (bundle)
$289.00 USD

All the models I have ever done that deal with recurring revenue from software or otherwise. Included in the SaaS bundle are these templates:

Real Estate Calculators and Underwriting Models (bundle)

Industry-Specific Financial Models (bundle)
$499.00 USD

The revenue and expense logic here is specific for each use case. Included in the industry-specific bundle are these templates:

Joint Venture Distribution Waterfalls (bundle)
$199.00 USD

These excel templates can apply to real estate or oil and gas deals but also general startups/organizations that want to have more sophisticated cash distribution deals with investors. Just plug in available cash flow. Included in the joint venture bundle are these templates:

Accounting and Finance Tools (bundle)
$225.00 USD

These are meant to be templates and tools that Accounting or Finance departments can make use of in their everyday work. It could also sharpen tracking and reporting as well as make difficult calculations easier depending on what is currently being used. Included in the Accounting and Finance bundle are these templates:

HR (Human Resources) Trackers/General Tools (bundle)
$149.00 USD

This bundle has a lot of organization-wide templates that are used as a high level way to distill data about employees and help HR managers track important information over time. Included in the HR Trackers and Tools bundle are these templates:

Personal Finance Tools (bundle)
$99.00 USD

Get quantitative tools to improve your personal finances. Included in the personal finance bundle are these templates:

Useful Google Sheets Architecture and Automated Trackers/Filtering Logic (bundle)
$135.00 USD

Get better at tracking important data for your organization. Also, get better at organization, planning, and improve admin efficiency with all of these Excel and Google Sheet tools. Included in the Google Sheets and Trackers bundle are these templates:

Sales Pipeline / CRM in Google Sheets and Excel (bundle)
$149.00 USD

Track where your customers are at in the funnel as well as other financial metrics for your cohorts. Included in the sales pipeline / CRM tracker bundle are these templates:

General Business Valuation (bundle)
$149.00 USD

Value your business with these methodologies. Including in the valuation bundle are these templates:
This pitch deck visualization template is included free with the purchase of any template.

Free Tools (requires free Gmail account) and remember to hit File > Make a Copy once you open the link for your own editable version: 

1. Cash Survival Outlook: 

2. IRR Calculator: 

So what type of Financial Modeling work can I do in Excel/Google Sheets?
  • Any kind of financial forecast that is driven by assumptions
  • Any kind of financial calculator
  • Joint Venture Cash flow waterfalls / IRR hurdles / preferred equity
  • 3-Statement Modeling
  • Automating reports and creating analysis based on raw data sets
  • Helping to structure correct columns for reporting and summarizing
  • Data visualization
  • Conditional formatting of things
  • Making things more dynamic in general
Billing rate: $165/hour

Here is the purchase page for credit hours if you want custom work done:

Please note, I don't hold a license to give investment advice but simply provide tools/analysis of data for the user to decide how to use themselves.


  • PayPal
  • Credit/Debit Card
  • Crypto (email me) - automation in the works