Financial Planning
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The Accounts Receivable Tracker available on Etsy is an Excel tool designed for small business owners, bookkeepers, and accountants to manage customer balances, payment terms, and invoices effectively. It features an intuitive dashboard for tracking payments and analyzing trends, helping streamline finances and save time. This is a digital product with instant download.
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The Finance Starter Kit is an all-in-one Excel template designed for small business owners and entrepreneurs, created by a certified CPA. It includes features like an interactive dashboard, auto-calculated profit and loss statements, cash flow tracking, and customizable tax rates, facilitating efficient financial management and informed decision-making.
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This Excel template streamlines construction accounting by converting trial balances into formatted financial statements with minimal manual input. It features an editable chart of accounts, automatic error checks, and variance analysis. Designed for accountants and construction business owners, it enhances financial visibility and saves time. Instant digital download available on Etsy.
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Streamline your accounting process with a professional Month-End Close Checklist for bookkeepers and accountants. This interactive Google Sheets tool tracks tasks, monitors team progress, and meets deadlines efficiently. Featuring an at-a-glance dashboard, team tracking, customizable workflows, and professional formatting, it’s ideal for small businesses and corporate finance teams.
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The Advanced Pricing Calculator is an Excel dashboard template designed to aid small business owners and entrepreneurs in making informed pricing decisions. It features a dynamic pricing calculator, break-even analysis, and cost analysis tools, enhancing decision-making and profitability with user-friendly design and visual aids. Compatible with Microsoft Excel, it includes comprehensive support.
Simply PMA 