Simply PMA

Take control of your business finances with this comprehensive Finance Starter Kit, a powerful all-in-one Excel template designed by a certified CPA. This essential tool is perfect for small business owners, bookkeepers, and entrepreneurs, providing everything you need to stay on top of your financials and ensure the success of your venture.

What’s Inside:

• Interactive Dashboard for Real-Time Insights
  This user-friendly dashboard presents your essential financial metrics at a glance, allowing you to monitor performance, make quick assessments, and identify trends without the complexity.

• Profit & Loss Statement (Auto-Calculated)
  Simplify your financial reporting with an automatically generated Profit & Loss Statement, giving you instant clarity on your revenue, costs, and profitability over specific periods.

• Daily Cash Flow Statement (Auto-Calculated)
  Keep your business running smoothly with a daily cash flow statement that automatically updates, helping you manage your liquidity and make informed short-term financial decisions.

• Asset Amortization Calculator
  Easily track your asset depreciation and amortization schedules, ensuring you stay compliant and have accurate records for your financial reporting.

• Quarterly Sales Tax Tracker
  Never miss a tax deadline again. This handy tracker simplifies the process of monitoring your sales tax obligations, making quarterly filings a breeze.

• Revenue & Expense Logs
  Maintain precise records of all transactions, included in user-friendly logs that ensure you’re always updated on your income and expenses.

• Bank Transactions Log
  Securely record all your bank transactions with this organized log. This will make bank reconciliation further down the line much simpler.

• Bank Reconciliation Template
  Effortlessly reconcile your bank statements with this template, ensuring that your records are accurate and in alignment with your bank’s statements.

• Professional Invoice Template
  Create and send polished invoices that reflect your business’s professionalism, enabling smooth client payments and enhancing your cash flow.

• Additional Educational Resources
  Access valuable resources designed to boost your financial knowledge and help you make informed decisions based on best practices.

BONUS:

• Credit Card Expense Tracker
  Track your credit card expenditures effortlessly to avoid overspending and maintain financial discipline.
• 6 Industry Chart of Accounts
  Dive into tailored chart of accounts specific to various industries, ensuring your financial records are relevant and well-organized.

Key Features:

• Customizable Tax Rates
  
  Adapt the tax rates in the templates to suit your business’s specific situation, ensuring compliance with local regulations.
• Clean, Easy-to-Navigate Layout
  
  Navigate seamlessly through the template with a clean design that minimizes distractions and enhances your productivity.
• Smart Formulas for Automation (No Complex Setup!)
  
  Enjoy the benefits of smart formulas that simplify calculations. This feature allows you to focus on decision-making rather than manual computations.
• Ideal for Service-Based and Product-Based Businesses
  
  Whether you offer services or sell products, this starter kit is designed to meet the unique financial needs of your business model.

With no subscriptions or intricate app setups, you can relish the simplicity of Excel combined with accounting expertise tailored specifically for entrepreneurs like you.

Whether you’re launching your first venture, seeking to upgrade your financial tools, or simply looking for a way to streamline your financial management, this Finance Starter Kit will empower you to make informed, data-driven decisions that pave the way for growth and success in your business. Don’t miss out on the opportunity to take charge of your finances today!