Accounting-Templates

15 Best Outsourced CFO Services for Startups

Discover 15 top outsourced CFO services for startups. Get expert financial projections, budgeting, and strategy to grow your business smartly and affordably.

10 Bookkeeping Challenges for Small Businesses and Solutions

10 key bookkeeping challenges small businesses face and learn effective solutions to streamline your financial processes and ensure smooth operations.

1099-NEC vs 1099-MISC: Key Differences, Deadlines, and Filing Guidelines

Businesses often encounter two primary forms when reporting income paid to non-employees: Form 1099-NEC and Form 1099-MISC. Here we talk about the significant differences.

15 Big Tax Deductions (Write-Offs) for Businesses in 2024

As the tax season approaches, businesses are keen on maximizing their tax deductions to reduce taxable income and save money. Tax Deductions, or write-offs, are essential for businesses to lower their tax liabilities.

Managerial Accounting vs. Financial Accounting: Key Differences Explained

Explore the key differences between managerial and financial accounting, their roles, uses, and benefits to make smarter business decisions.

7 Common Accounting Mistakes Healthcare Businesses Make (and How to Avoid Them)

Uncover 7 key accounting mistakes in healthcare, from billing errors to compliance gaps, and implement practical fixes to protect your financial health and ensure steady operations.

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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Insights to Help You Grow Smarter

15 Best Outsourced CFO Services for Startups

10 Bookkeeping Challenges for Small Businesses and Solutions

1099-NEC vs 1099-MISC: Key Differences, Deadlines, and Filing Guidelines

15 Big Tax Deductions (Write-Offs) for Businesses in 2024

Managerial Accounting vs. Financial Accounting: Key Differences Explained

7 Common Accounting Mistakes Healthcare Businesses Make (and How to Avoid Them)

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