• This workbook attempts to help the small business entrepreneur identify what is holding them back from meeting their growth potential.  
    Add to cart Details
  • 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
    Add to cart Details
  • 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.
    Add to cart Details
  • 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
    Add to cart Details
  • Do you understand why profit is not the same as cash flow? Download this template to see how cash and profit defer.
    Add to cart Details
  • 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 ...

    Add to cart Details
  • A quick and easy template to compute the profitability of your project.  
    Add to cart Details
  • 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.
    Add to cart Details
  • 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.
    Add to cart Details
  • 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.
    Add to cart Details
  • If you do not have a financial software, you can use this template as a checkbook register and to track your profits and cash.
    Add to cart Details
  • 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.
    Add to cart Details