The eBook goes into more details on further insights you can get from your results in the workbook
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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?
Do you know exactly what you need from your business in order to retire . Whether you plan to:
- Sell your business
- Keep your business but have others run it
- Close your business.
- 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.
- A manual in word format with detailed video instructions and valuable tips
- An excel workbook for your calculations
Get the module that teaches what you need to know about product cost. If you an accounting student struggling to understand the concept of product costing, you will find these sets of templates useful. There are 9 lessons and one test in this module. Topics covered are:
- An introduction to product cost
- An introduction to allocating overhead: ABC versus Traditional
- Job order costing using the traditional method of allocating overhead
- Job order costing using ABC to allocate overhead
- Process costing using the traditional method of allocating overhead
- Process costing using ABC to allocate overhead
- How product cost flows through the financial statement (job order costing)
- How product cost flows through the financial statement (process costing)
- Other uses of ABC
- Test your knowledge: Questions and Answers
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.
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.
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.
The master budget consists of various sub interrelated budgets. The goal is to deeply think of all areas affecting the business goals and develop a plan of action to meet those goals. The master budget starts with projecting sales. After sales projections the following sub-budgets are created:
- Production budget: computes how many units should be produced to meet the sales goals
- Raw materials budget: computes how much raw materials should be purchased to produce the number of units calculated in the production budget
- Direct labor budget: Estimates direct labor cost to meet the production goal
- Selling & Admin budget: estimates the expenses needed to meet the sales goal outside of production.
- Income statement: The end product of the budgets described above is the budgeted income statement.
- Cash flow statement: As we know cash flow does not equal profits. This budget estimates expected cash inflow and outflow
If you do not have a financial software, you can use this template as a checkbook register and to track your profits and cash.
This workbook attempts to help the small business entrepreneur identify what is holding them back from meeting their growth potential.
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
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.
Do you understand why profit is not the same as cash flow? Download this template to see how cash and profit defer.