DIY "Do-It-Yourself" CFOTM Products
For those of you with financial background and capable of working with spreadsheets, we offer our DIY CFOTM products.
MoneyRazorTM Financial Planning Template
You can get a free financial planning template on the internet, but has that template been used to raise $20 million? 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 MoneyRazorTM financial template work for you!
MoneyRazorTM 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! |
MoneyRazorTM Financial Planning Template
$497
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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 tempate
$97
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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. An integrated forecast is a very important tool when talking to banks or potential investors. |
BALANCE SHEET, CASH
FLOW, INCOME STATEMENT FORECAST tempate
$47
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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
tempate
$47
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Return on Investment (ROI), Return on Capital (ROC), Internal Rate of
Return (IRR) TEMPLATE
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 MoneyRazorTM Financial Template. |
rOI, ROC, IRR TEMPLATE
$47
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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. |
ACCOUNTS RECEIVABLE/
ACCOUNTS PAYABLE AGING
AND ANALYSIS tempate
$47
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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
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Do you want to buy now & pay later? CFO Business Advisors offers Bill MeLater as a payment option. Simply choose Bill Me Later during checkout and have flexibility when you pay your bill.
Subject to credit approval. See terms.
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