• A lot of us are so busy, and we do not always look back at all our past transactions to see where we might be missing some tax deductions. A place where deductions love to hide is the balance sheet. Accounts like receivables, payables and fixed assets are some of the big ones. Use this spreadsheet to find some hidden deductions in your balance sheet. Also use for accrual to cash basis conversion.
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    2018 TAX PLANNING SPREADSHEETS FOR ENTREPRENEURS Now is the time to plan savings on your 2018 taxes!

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  • If you are looking for a budget spreadsheet where you can enter your projected income and expenses and the spreadsheet automatically calculates cash flow, tax liabilities and analyzes the numbers with some important metrics then this spreadsheet is for you. When budgeting it is not only important to project income and expenses but how this projection affects your desired outcome. Budgeting an increase in revenue without the corresponding increases in expenses or effect on cash flow is not very effective. In this spreadsheet, you can modify the budget by making assumptions in the what if analysis tab.

    This free version does not contain the sub-budget workbooks

    To get the complete budget, see Business Budget Template This workbooks works with this free course
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  • If you are looking for a budget spreadsheet where you can enter your projected income and expenses and the spreadsheet automatically calculates cash flow, tax liabilities and analyzes the numbers with some important metrics then this spreadsheet is for you. When budgeting it is not only important to project income and expenses but how this projection affects your desired outcome. Budgeting an increase in revenue without the corresponding increases in expenses or effect on cash flow is not very effective. In this spreadsheet, you can modify the budget by making assumptions in the what if analysis tab. This package includes sub budget worksheets to compute details for:
    1. Income
    2. Expenses
    3. Fixed assets and depreciation
    4. Labor cost
    5. Marketing and development expense
    6. Administrative expense
    7. Loan analysis
    The workbook can be used with  this free course
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  • Shareholders of a corporation must hold shareholder meeting once a year. Even if you are not a corporation, having an annual meeting is a great way to look at the rear view mirror and make good plans. The annual meeting is a great way to document important decisions such as:
    1. Owners compensation
    2. Distributions/ dividends
    3. Capital needs
    4. Employee benefits.
    This template runs you through planning and running your annual meeting. In this template you will get:
    1. Notice template
    2. Agenda
    3. Minutes
    4. Calculators for owners compensation, distributions and capital needs
    5. Financial review - historical performance
    6. Strategy template
    7. Promissory note 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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    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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  • 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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  • 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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  • 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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  • 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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  • A quick and easy template to compute the profitability of your project.  
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