Bundles & Best-selling Templates
Not Ready to Commit to Accounting Services? We have templates that are user-friendly so you can learn to keep all of your financials managed and have confidence in your business decisions.
Templates help keep you organized and managed. Add to cart and download once purchase is complete.
All 10 Advanced templates: Break-Even Analysis, Budget vs. Actual, AR Aging, Startup Costs, Loan Amortization, Sales Tax Tracker, Owner's Compensation Planner, Inventory & COGS, Profit First Allocation, and Client Profitability Tracker.
All 6 Core templates (8 files including PDFs): 13-Week Cash Flow, Month-End Close Bundle, Tax Prep Checklist, Indirect Expense Allocation, 1099/LLC Deduction Calculator, and KPI Forecast Tool.
Fairly and consistently allocate shared costs — rent, utilities, admin — across departments, projects, or product lines. Set your allocation basis once, and every shared expense splits automatically based on each department's share.
Drop your P&L and balance sheet numbers into two dedicated tabs, and get an automatically calculated KPI dashboard: gross margin, net margin, current ratio, debt-to-equity, and a 3-month forward revenue forecast.
All 10 templates purpose-built for nonprofit finance: grant budget tracking, functional expense allocation, indirect cost rate calculation, donor restriction tracking, board dashboards, and time & effort allocation.
Grant Budget vs. Actual Tracker
Functional Expense Allocation Tool
Grant Portfolio Dashboard
Indirect Cost Rate Calculator
Donor Contribution & Restriction Tracker
Grant Reporting Calendar & Deadline Tracker
Statement of Functional Expenses Builder
Board-Ready Financial Dashboard
Grant Match & Cost-Share Tracker
Personnel Time & Effort Allocation Tracker
All 10 tools to help your business adopt AI safely: vendor risk scoring, data classification, incident logging, ROI tracking, access audits, training tracking, a readiness scorecard, and fillable policy/questionnaire/incident-response forms.
AI Tool Risk & Vendor Assessment Scorecard
Data Classification & AI Access Matrix
AI Incident / Near-Miss Log
AI ROI & Time Savings Calculator
Password & Access Control Audit Tracker
Employee Security & AI Training Tracker
AI Implementation Readiness Scorecard
AI Use Policy Acknowledgment Form
Vendor Security Questionnaire
Cybersecurity Incident Response Checklist
All 10 templates built specifically for MSOs and healthcare practices: management fee calculations, provider comp/RVU tracking, payer mix, revenue cycle KPIs, practice valuation, credentialing, and FMV documentation support.
MSO Management Fee Calculator
Provider Compensation & RVU Tracker
Payer Mix & Reimbursement Analyzer
Days in AR by Payer Tracker
Cost Per Encounter Calculator
Multi-Location Overhead Allocation Tool
Practice Valuation Quick Estimate
Provider Credentialing & Renewal Tracker
Revenue Cycle KPI Dashboard
FMV Compensation Documentation Worksheet
Track taxable sales by jurisdiction and know exactly what you owe each filing period, calculated automatically across every jurisdiction you operate in.