• 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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  • 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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  • What are your personal goals?
    Your personal goals have a direct influence on how you run your business. The bottom line is your business should be able to provide for your financial freedom. To make this happen you first have to put a number on those goals.
    The  template helps you compute what your business goals should be based on your long term intentions
    This workbook will help the entrepreneur:
    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
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  • 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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  • 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 workbook attempts to help the small business entrepreneur identify what is holding them back from meeting their growth potential.  
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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 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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  • 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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  • 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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  • 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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