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Finance The tool I want is a
People Management
Hiring? Training? Promoting? Disciplining? Relocating? Firing? It is all here. If you are looking for a tool that helps motivate, manage, reward, or recognize people, this is the place to start.
We need tools for this area

Earn $$$, visit our rewards page

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Boilerplates
Contracts? Forms? Expense reports? Sign in sheets? Administrative processes or details? This "boilerplate" area is the place to look to find those generic yet time consuming documents.
Credit Application Form

Electronic Funds Transfer Authorization

Fixed Asset Equipment Inventory List

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Presentations
Never presented to the Board of Directors? Have to present your annual plan to your boss? This presentation area is the place to go to see how other people have put together their presentations to get their budget or plan approved; receive a "yes" on a new proposal, or "dodge the bullet" when things do not go as planned.
Merger Stock Option Presentation

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Spreadsheets
Forecasts. Budgets. Financial statements. Annual operating plans. Ratio analysis. ROI models. This spreadsheet area is the place to find that model that is already built - you just add the content! Don't stress about formulas, graphs, or getting the page to print correctly - we have take care of that for you!
Budget Variance by QTD & YTD

Stock Pricing Spreadsheet

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Plans
Business plans. Marketing plans. Sales plans. Support plans. International plans. Raising money. Going out of business. Everyone does plans - for nearly every major project. Come to this "plans area" and see how others thought through and solved the problem or created the opportunity!
Self Employed Profit Share Plan

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Complete Programs
Save time by coming to this "complete programs area". We have packaged up individual tools into "solution suites" to save you time and money. These solutions can be departmental specific like, "How to hire a controller" to cross functional solutions that integrate sales, marketing, and finance!
Multi-Dept. Annual Budget Summary

WW P&L by Product and Channel

WW Sales & Support Operating Budget

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Checklists and Audits
You can't know everything - yet your boss expects you to. Never hired a PR agency? Have to outsource telemarketing? Need to choose an investment banker? These audits and checklists enables you to leverage the experience of others to ask all the right questions! Don't get surprised! Before you try something new, come to this area and make sure you ask the tough questions that can come back to bite you another day!
Acquisition Cost Supplier Checklist

Credit Approval Matrix

Overtime Rate Checklist for Payroll

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Top 10 Tools
Cash Flow Budget Analysis Worksheet

Cash Flow Budget Worksheet

Commission Calculation Statement

Annual Operating Plan

Financial Statements for Two Years

Dept Expense & Headcount Model

Invoice for Consulting Services

Start-up Cash Requirements

Weekly Travel Expense Report

WW P&L by Product and Channel
Free Samples
Bill of Sale for Items of Property

Collection of Client Invoices Policy

Fixed Asset Equipment Inventory List

Income Statement - Month

Finance Journal Entry Template

Personal Mileage Form







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Managing Dividend Policies
 
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