Business Financial Templates & Course
Business Financial Templates & Course
Business Financial Templates & Course
Business Financial Templates & Course
Business Financial Templates & Course
Business Financial Templates & Course
Business Financial Templates & Course
Business Financial Templates & Course
Business Financial Templates & Course

Business Financial Templates & Course

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  • Created by potrace 1.16, written by Peter Selinger 2001-2019 Online course available for immediate access.
  • Created by potrace 1.16, written by Peter Selinger 2001-2019 Digital Downloads Included
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5 business financial templates that give you direction when accessing financial data and building budgets! All of these spreadsheets are created with built-in formulas in a spreadsheet. These files are excel  but can be downloaded and used in other platforms such as Google Sheets or numbers.

The 5 financial templates include: Start-Up Costs, Pro Forma Cash Flow Projections, Cost Benefit Analysis, Balance Sheet and Marketing Budget. In addition to the templates you have access to an online course showing you exactly how to use and modify the templates. 

Start-Up Cost - Helping you to know the beginning expenses with a new company or project. Looking at both assets and expenses and how you plan to account for the finances. 

Pro Forma Cash Flow - Building out projections for your business and estimating Cash Flow. Here we are looking at beginning cash, estimated income and sales forecast and estimated operating expenses. This is a template for a 12 month budget. 

Cost Benefit Analysis - A template to help you weigh different decisions against each other. Looking at the overall cost over a period of time and accessing the financial difference. In addition looking at the other pros and cons of each decision so that you are deciding on with a holistic approach taking into account the financial impact and the other opportunity costs to your brand.

Balance Sheet - A balance sheet looks at the Assets, Liabilities and Equity. A balance sheet gives a snapshot of a companies business value. A template to build out a balance sheet as well as a projected balance sheet once you know your pro forma cash flow budget. 

Marketing Budget - Calculated growth through numbers. This template is for a product based company, service based company or even a company that has a mix of the two. Allocating a perspective of sales to have a positive ROI and a marketing budget broken down by month through data. If you are looking to grow and want a marketing budget and not sure how to build one, this is a template giving you the ability to plug in your inventory or number of desired services. 

In addition to all five templates you get access to 6 training modules showing you exactly how they work. A video for each template, breaking down the templates and showing you the why behind each of them. One additional bonus module is going over the basics of excel and how a sheet works with formulas. So you not only understand the financial formulas behind but if and when you need to modify for your company you can. 

Templates are just that, a template giving you a starting point that can save you time money and headache. Understanding these financial documents can make you a better CEO and Business Professional just by knowing your numbers and data all the time.  If you don't have any of these financial documents in place, you should. We were going to sell each template separate but they all work together so it just made sense to provide them all giving you the foundation to start!

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An easy method

MAKING DECISIONS ON DATA

This is essential guiding your family (or business) in the right direction to know your numbers. This is an online course that will teach you the basics of finance and give you a system you can adopt with breaking it all down to making concepts simple. This is not financial advice but this is financial training and giving your a system so that you are equipped to be the best CEO of your life!

Kristy Gayton
A LITTLE ABOUT THE INSTRUCTOR

Hi friends! I am number obsessed! Always have been. Love finance, budget documents, and my passion is teaching organizational systems that ultimately gives YOU freedom! I hold a finance degree, but it has been the vast business and personal experience that has lead to solutions that work. I have to step in both my personal life and business knowing my numbers! And I am here to make boring or overwhelming concepts simple so you are confidently stepping in your own life!