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Whether you manage the finances at your work or at home, adequate communication is essential. Accurately keeping track of financial data is not only critical for running the day-to-day operations of your small business, but it is also important when seeking funds from investors or lenders to grow your business to the next level. Having correct and accurate information exchange, enables and ensures you, you are able to make the right decisions. For those working in Finance, it's important to be accurate and always double-check every detail.

Feel free to download our basic or advanced finance templates, they are intuitive and in several kinds of formats, such as PDF, WORD, PPT, XLS (Excel includes formulas and can calculate sums automatically), etc.

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Looking for more? Our collection of financial documents, templates, forms, and spreadsheets includes templates designed specifically for small business owners, private individuals, or Finance Staff. Find financial projections to calculate your startup expenses, payroll costs, sales forecast, cash flow, income statement, balance sheet, break-even analysis, financial ratios, cost of goods sold, amortization and depreciation for your company. These financial templates also work with OpenOffice and Google Spreadsheets, so if you are operating your business on a very tight budget, hopefully, you'll be able to make these financial templates work for you as well.

Your 2015 Financial Planning Calendar JANUARY • If you haven’t already done so, set up a basic filing system for storing your important documents and records.. Check out quotes for home, auto and life insurance policies online, and then call your agent to make sure your coverage is still adequate for your assets and that you’re getting the best rate possible.. This letter can provide essential information needed to relieve your survivors (spouse, children or other family members) needless hours of frustration and anguish as they search for needed important documents during a time of sadness and grief.. Did you achieve your money goals Did you successfully stick to a budget Congratulate yourself for making progress on your money and then focus on how you’re going to make even greater strides in 2016.

Financial Planning

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