Templates & Checklists
These editable templates and checklists are designed to help Founders and Finance leaders move quicker and make better decisions.
Select your template, make a copy and start editing to keep track of your progress.
10-Step FinOps Checklist
Download the ultimate FinOps checklist designed to help finance teams build scalable, reliable processes and improve visibility, performance and control without manual fire-fighting.
Revenue Forecasting Model for Marketing Agencies
This template was designed to take the guesswork out of growing your agency. Manage new customer wins, retainers and churn all in one simple, easy to use spreadsheet.
Don't see what you're looking for? Try our blogs
How long do you have to file company accounts after year-end?
how long to file company accounts after year end Your company’s financial year has just closed, and your accountant is
What investors look for in financial statements?
what investors look for in financial statements Before an investor puts money into your business, they will look closely at
VAT errors and corrections: How to fix common mistakes
vat errors and corrections You are reconciling the latest quarter when you spot purchase invoices posted with the wrong VAT
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