Free Resources 2018-09-24T15:30:17+00:00

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  • If you do not have a financial software, you can use this template as a checkbook register and to track your profits and cash.
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  • Is it time to buy that new high cost item or simply fix the old one? Find out which option leaves more cash in your pocket.
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  • This workbook attempts to help the small business entrepreneur identify what is holding them back from meeting their growth potential.  
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  • What should your potential size be? This workbook is designed to help the business owner who is not really interested in growing a multi national corporation, but simply wants a business that supports both needs and wants and financial freedom goals The dashboard calculates what the potential size of your business should be and estimating If your idea is capable of growing to that size. This workbook will help the entrepreneur do four things: 1) Gain laser focus by knowing what is required from his business i.e. what the potential size should be 2) Jump start the planning process by giving the entrepreneur measurements he/she can use against his plans 3) Discard any plans that does not measure up to the ideal size. 4) Estimate whether the opportunity currently pursued is big enough to meet the retirement goals In this workbook you will find: Dashboard Validate Conclusion
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  • Do you understand why profit is not the same as cash flow? Download this template to see how cash and profit defer.
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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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  • While running your business we often run into tools that could help us do our business better. We start a subscription, use the tool for a couple of months and sometimes choose to abandon the tool. The only problem is we sometimes forget to cancel the subscription. As a result, we carry expenses on our books that no longer bears fruit for our business. To combat this problem, use this worksheet to track your ongoing subscriptions. To be effective, you will need to have a dues and subscription line item in your accounting software where you track all subscriptions. On a monthly basis, compare the total on the spreadsheet with the total of the line item in your financial software. Be sure to investigate any differences as this may be cancelled subscriptions that are still being charged to your account. This little change can save thousands over a couple of years. It’s amazing how little expenses can add up to big expenses over time.
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