Financial Planning Spreadsheet

$24.95

Knowing your numbers and getting your financial structure set up properly from the beginning is essential. This spreadsheet is the perfect resource you need when setting up your business from the start up phase and beyond.

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Description

This spreadsheet is perfect when you’re setting up your business and beyond so that you can be confident you understand your numbers.

What’s included:

  • Start up costs sheet to help you determine how much money you need to start your small business.
  • Income sheet to track all of the money coming into your business.
  • Expenses sheet to track all of the money going out of your business.
  • Cash flow sheet which your income and expenses sheets will feed into.
  • Profit and loss forecast sheet lists your sales vs expenses over a snapshot of time.
  • Goals sheet to help you set some sales targets for yourself
  • Margin & markup sheet to show you the % of your sales that is profit, whilst your market up shows the % amount added to reach your sales price
  • Balance sheet forecast summarises all of your business assets and liabilities

Note: This spreadsheet is not intended as financial advice. Please seek professional advice that suits your specific personal and business circumstances from your accountant.

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