Business Owners 2018-09-25T19:53:01+00:00

Excel templates for entrepreneurs.

  • 2018_BUNDLE22facebook
    2018 TAX PLANNING SPREADSHEETS FOR ENTREPRENEURS Now is the time to plan savings on your 2018 taxes!

    Take a look inside the template ...

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  • What would you do if the IRS picked you for an audit?

    Do you have all the documentation required to protect you? Using this template along side with this free course , you can speed up the audit process. Good documentation not only helps with an audit but forms the basis of good financial planning. With this package you get: Policies and procedure template: This forms the basis on which your books are kept. The policies discussed in the template are:
    1. General policies
    2. Revenue
    3. Expenses
    4. Inventory
    5. Cash management
    6. Fixed assets
    7. Capitals or loans
    8. Chart of accounts
    9. Employee benefits including the new employer credit for paid family and medical leave
    10. Payroll including how owners pay and dividends are determined
    11. Owners contribution documentation
    12. Promissory note template
    13. Financial reporting process
    14. Annual meeting process
    15. Sample agenda
    16. Sample minutes
    In addition you get templates for:
    1. Depreciation schedule
    2. Invoicing
    3. Mileage log
    4. Reimbursement log
    5. Checkbook register
    6. Cash register
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  • Sale!
    This package consists of 2 excel workbooks with links to instructional videos, and an accompanying ebook The program is broken down into 2 sections: 1) The data entry portion: There are 7 simple exercises that require easy to gather data. The program takes away most of the hassles of data entry. 2) Once you enter your data, you get meaningful analysis of how your business is doing. Such as:  recommended pricing?

    The eBook goes into more details on further insights you can get from your results in the workbook

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  • Sale!
    Do you know exactly what you need from your business in order to retire . Whether you plan to:
    1. Sell your business
    2. Keep your business but have others run it
    3. Close your business.
    You need to set the right goals so you can someday retire. In this module, you learn:
    • What exactly do you need to retire?
    • Is your business capable of providing that income?
    • The valuation required for your retirement
    • Your current valuation
    • Gap analysis: What makes up the difference between your current valuation and target valuation.
    This module focuses on what is required to generate the assets needed so you can live on the interest payments only when you retire. In this this way you do not have to worry about outliving your retirement dollars as the principal remains untouched. So, if you live for 10 years or 100 years after retirement, it wouldn’t matter as you have enough assets to cover your lifestyle. What is included
    1. A manual in word format with detailed video instructions and valuable tips
    2. An excel workbook for your calculations
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  • Being self-employed could be overwhelming but proper planning you can stay ahead of the game. The expense tracker template was specifically designed for self employed individuals who have no system of keeping track of expenses. The first step to a successful tax year, in preparation and savings, is getting and keeping organized financially.  It is very easy to lose track of expenses during the year. Use templates like the expense tracker template to keep track of your expenses including home office deductions.  The expense tracker template uses the same expense categories as the IRS form schedule C.
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  • Monetize all processes to find areas where the same functions can be delivered at less cost!

    The internal processes is one of the main areas a business gains competitive advantage over another. It should never be something created and set in stone. It should be a living, searchable document with consistent update. Evaluating the internal processes, should be point of discussion at least once a year during the strategic business process. There is always a new technology that can improve processes. Consistent training and education about latest development is important to stay cutting edge. Having a system of continuous improvement, puts you way ahead of the competition. As a result be sure to monetize all processes to find areas where the same functions can be delivered at less cost. This template can analyze up to 12 services with 15 processes.
    • Analyze your processes to see how services can be delivered for less.
    • Optimize owners time
    • Create your action plan for improving your internal processes.
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  • This simple template will help you create a printable personal financial statement. This is useful if your bank requires an annual personal financial statement update. This can be printed, signed and handed over to your banker.
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  • A quick and easy template to compute the profitability of your project.  
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  • Use this template to calculate markup if cost of sales and desired markup is know. This template also allows you do the calculation in reverse.
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  • This business budget template is designed for the business owner who sells products. It addresses the various steps a product business goes through to make a profit. This template includes the following budgets:
    1. The sales budget
    2. The production budget ( number of units to make or purchase in order to meet sales goal)
    3. The material purchase budget
    4. The direct labor budget
    5. The production overhead budget
    6. The selling and administrative budget
    7. The income statement
    8. Break even analysis
    9. What-if analysis
    10. Accounts receivable schedule
    11. Accounts payable schedule
    12. Cash flow analysis
    All budgets are inter-related so you only have to enter your data once. This template can be customized to suit your business needs.
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  • Time management is one of the important skills necessary to grow your business. Enter your priorities in this excel template and let this calendar create a daily schedule for you.
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