Accounting-Templates

What Is the Best Tax Preparation Software for Professionals in 2025?

Explore the top tax preparation software options for professionals in 2025. Compare features, pricing, and benefits to find the perfect solution for your needs

What Is a Virtual CFO, And What Does A Virtual CFO Do For Your Business?

Explore the role of a Virtual CFO and how they help businesses improve cash flow, profitability, and financial efficiency.

What Is a Controller and What to Expect From the Role?

Learn what a controller is, their key accounting duties, and how they ensure accurate financial reporting to support smart business growth.

What Is a Fractional CFO and Is It Worth It for Your Business?

Discover why a fractional CFO might outperform a full-time CFO. Flexible CFO services that drive smarter growth for modern businesses.

What Is The Difference Between Cash Vs. Accrual Accounting?

Knowing the ins and outs of cash or payment-related terms is essential as a business owner. Cash and accrual accounting are two of the most common terms. Both options have advantages and disadvantages.

What Is The Cost Of a Bookkeeper For a Small Business | A Comprehensive Guide?

Starting a new business brings a whirlwind of decisions, and one crucial aspect is bookkeeping. It’s the backbone of any company, yet it can be quite perplexing. In this guide, we’ll guide you through your options for bookkeeping services.

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

What Is the Best Tax Preparation Software for Professionals in 2025?

What Is a Virtual CFO, And What Does A Virtual CFO Do For Your Business?

What Is a Controller and What to Expect From the Role?

What Is a Fractional CFO and Is It Worth It for Your Business?

What Is The Difference Between Cash Vs. Accrual Accounting?

What Is The Cost Of a Bookkeeper For a Small Business | A Comprehensive Guide?

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