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Accounting Templates

What Are The Different Types of Off-Balance Sheets?

Explore the different types of off-balance sheet items, including leases, special purpose entities, and contingent liabilities. Learn their impact on financial reporting and why they’re excluded from the balance sheet.
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What Does an Outsourced Bookkeeper Do? Roles & Responsibilities

An outsourced bookkeeping service provides the solution. Businesses prefer to offload their financial record management duties to external bookkeeping companies instead of carrying it out solely within their organization.
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What Are Healthcare Accounting Services? A US Provider's Essential Questions Answered

Discover what healthcare accounting services are, why they matter, and who needs them. A complete guide for US medical providers and clinics.
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What Does It Cost To Hire A Fractional Startup CFO?

If your startup is hitting or crossing the $1 million mark, having a Chief Financial Officer (CFO) is important. The debate is whether to go for a full-time or part-time CFO. Part-time CFOs, also called fractional CFOs, wear many hats.
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Virtual Bookkeeping: Is it Effective to Hire an Online Bookkeeper?

Is hiring a virtual bookkeeper in 2025 a smart move? Discover pros, costs, and tips for choosing the best virtual bookkeeping services for your business.
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What Are The Differences Between Accounting & Bookkeeping?

As a small business owner, staying on top of your finances is important. That’s why knowing the distinctions between bookkeeping and accounting is essential. Both play pivotal roles in managing your finances and making informed decisions.
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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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