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Accounting Templates

How to Build Pro Forma Statements: Cash Flow to Balance Sheet

Learn how to build pro forma statements from cash flow to balance sheet with templates, examples, and expert tips for smarter business planning.
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How to Analyze Profit & Loss Statements: A Small Business Owner’s Guide

Learn how to analyze profit & loss statements, uncover key metrics, spot red flags, and improve financial reporting for smarter business growth.
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How to Calculate Year-Over-Year Growth: A Comprehensive Guide

Making decisions for your business needs good information. One important number is Year-Over-Year Growth. This number shows how much a part of your business has grown or shrunk compared to last year.
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How Nonprofit CFOs Shape Financial Success: Key Responsibilities Explained

See how a nonprofit CFO drives financial success with sharp financial management, budgeting, compliance, and fundraising. Learn their key roles to boost your mission.
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How a Bookkeeper Can Help Your Business and When You Need One?

Save time, avoid costly errors, and grow faster. Discover when and why to hire a bookkeeper and how they can streamline your business finances.
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How To Convert from an LLC to A C-Corp

If your startup began as an LLC for simplicity’s sake but now aims to pursue opportunities like raising venture capital or offering equity to employees in a more structured manner, converting to a C-corporation could be a wise move.
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CPG Template
Designed for Consumer Packaged Goods (CPG) businesses, this template helps track production costs, inventory, sales, and margins. Gain insights into profitability, manage supplier expenses, and optimize financial planning for sustainable growth.
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Marketplace Template
Manage financial complexities for marketplace businesses with this structured template. Track seller commissions, platform fees, revenue share, and payouts, ensuring transparency and efficiency in marketplace operations.
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Monthly SaaS Template
Monitor key SaaS metrics like Monthly Recurring Revenue (MRR), churn rate, customer acquisition cost (CAC), and retention with this monthly tracking template. Stay on top of growth trends and optimize financial performance.
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E-commerce Template
Streamline your online store’s financial tracking with this e-commerce template. Monitor revenue, cost of goods sold (COGS), transaction fees, and operational expenses, helping you stay on top of cash flow and profitability.
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Custom Contracts Template
Create professional, legally sound contracts tailored to your business needs with this customizable template. Whether drafting agreements for clients, vendors, or employees, this tool ensures clear terms, compliance, and contract management.
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Annual SaaS Template
Plan your SaaS company’s long-term financial success with this annual forecasting template. Track ARR, customer lifetime value (LTV), expansion revenue, and subscription trends to refine strategies and drive sustainable growth.
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