DIY "Do-It-Yourself" CFO

For those of you with financial background and capable of working with spreadsheets, we offer our DIY CFO tm products.  If you later decide you would like to sign up for our monthly services or retained consulting services, we'll give you a 100% credit of your purchase price toward those services.

MoneyRazor^TM Financial Planning Template
You can get a free financial planning template on the internet, but has that template been used to raise over millions of dollars?  Has it passed muster in front of investment bankers, private equity firms and venture capitalists?  Probably not!  With several hundred billion dollars on the sidelines waiting to be invested in businesses, specifically YOUR business, can you afford to use a template that has not been involved in multi million dollar deals?  The answer is NO!  Let our MoneyRazor tm financial template work for you! 

MoneyRazor^TM includes:

• Step by step instructions for building your plan, and phone and email support. We want you to succeed!
• Strategic Objectives suggestion template
• Executive Summary suggestion template
• Summary Financials for easy overview
• Plan Risks template
• Key performance indicators ROI, ROC, IRR
• Two years of historical monthly integrated balance sheets, cash flows and income statements template
• Current year monthly integrated balance sheet, cash flow and income statements template
• Two years of projected monthly financial results template
• Financial scenarios template - Change sales, margins or operating costs on the fly!
• Fully integrated balance sheet, cash flow, income statement and financial scenarios!
• Detailed revenue and margin forecasting template
• Capital Expenditures Forecasting Template

If you decide later to sign up for our monthly planning or consulting services, you will receive a full credit of the purchase price of this template toward your monthly services fee.  If you value your time at $100 to $250 per hour (and every entrepreneur should), this template will literally save you thousands of dollars!
MoneyRazor^TM Financial Planning Template                            
$497    Add to cart    

20 Week "Cash Wizard" Planning Template
What is more important than know how much cash you will have 1, 2, 4 or 20 weeks from now?  This 20 week Cash Wizard Planning template will get you back to sleep at night! Includes complete step-by-step instructions for building your 20 week cash plan.
20 Week Cash Wizard Planning Template                                                
$47      Add to cart                            

Balance Sheet, Cash Flow, Income Statement Forecast Template
Forecast your balance sheet, cash flow and income statement in this integrated template.  Includes historical monthly templates back to 2008 and forward to 2014.  An integrated forecast is a very important tool when talking to banks or potential investors.
Balance Sheet, Cash Flow, Income Statement Forecast Template
$47  Add to Cart

Forecast Scenario Template
Change sales, gross margin or operating expense assumptions on the fly and see what the impact is on your bottom line and EBITDA.  Even more effective when used in conjunction with our Balance Sheet, Cash Flow and Income Statement forecast template above. Includes complete step-by-step instructions for building and using your forecast scenario financial template. 
Forecast Scenario Template                        
 $47     Add to cart                            

Return on Investment (ROI), Return on Capital (ROC), Internal Rate of Return (IRR)
These financial ratios are Includes complete step-by-step instructions for calculating and presenting these key business performance indices.  The same template used in our monthly services and in the MoneyRazor^TM Financial Template.
Return on Investment (ROI), Return on Capital (ROC), Internal Rate of Return (IRR) Template                                       
$47      Add to cart                            

Accounts Receivable/Accounts Payable Aging and Analysis Template
To manage cash in your business, you must understand how your receivables and account payable invoices are aging relative to each other.  Categorizing your accounts receivable and accounts payable agings in 30 day increments helps you to understand a basic element of cash flow forecasting.  Best if used in conjunction with our 20 week cash flow forecasting tool above. Includes complete step-by-step instructions for building your analysis templates.
$47      Add to cart

Fixed Assets / Depreciation Template
You would be surprised how many companies do not have a listing of what they own!  One of the first questions in due diligence will be, “Give me a listing of your assets both fully and partially depreciated”.  In this day and age of section 179 deductions at $500,000 a year, it is not uncommon for companies not to have a listing of all their assets as they are not depreciating assets over time.  Don’t be one of those companies! Includes complete step-by-step instructions for building your asset and depreciation template.
Fixed Assets / Depreciation Template
$47 Add to cart