Keeping up with the details of your hard earned money and how you spend it can be overwhelming – we get it! However, it is the MOST IMPORTANT part of making decisions as the CEO of your company. Our goal is to make the learning process and understanding super simple and easy for you. Whether your business is just starting out or is established – download this budget template packet for the ultimate CEO decision making process.
Download this financial packet if you:
- Desire an easy to use, plug-and-play spreadsheets that don’t require a bachelors in accounting or spreadsheets to understand
- Don’t currently utilize the monthly financial reports from your accountant to make decisions
- Need assistance looking at your hard earned money money from a CEO perspective
This budget template pack includes the following:
- Monthly Business Budget Template in Google Sheets (can easily be exported to Microsoft)
- Monthly Income Projection Template that helps you to track who owes you money
- Monthly Projection vs. Actual overview that automatically pulls data from the various sections in order to provide a CEO view of your business
- Annual Month-to-Month Comparison of Projections offering a full-year view for your planning purposes
- Annual Month-to-Month Comparison of Actual Income, Costs, and Profitability – a place to insert the data from your Quickbooks / Bookkeeper
- Year-to-Year Comparison of your Financial Health that automatically calculates for you over the lifetime of using the spreadsheet
- Shared Google Drive where we drop our financial spreadsheet templates for clients – now you’ll have access to it, too!
Our easy to use templates are ready to plug and play for your business. We designed them to help you make important decisions as the CEO and provide you a solid foundation for managing your financial health and wealth. Watch our video overview of the budget template packet on our YouTube Channel by clicking HERE.