Free Downloads

We have developed several Practical Accounting Templates for individuals’ FREE use in developing their Business Plans, and setting up their Accounting Systems. The individual resource contains a brief description of each template as well as its format.  A guide box for the development of the specific template will be supplied on each one and can be deleted when your worksheet is completed.  One of my services offered is the guidance in preparation of Financial Statements, therefore if you have difficulty in utilizing any of the templates below we are available to supply you with Face-to-Face or On Line help in the preparation of them.

Business Plan Worksheet

Author: Bud Phelps
Last Updated: 4/12/2013
Format: Microsoft Word (.docx)
Download: Click Here 
Summary: This Business Plan template will give you the basics in what it should contain, and can be modified to fit your projected small businesses needs. We present a suggested outline approach to give you the idea of what a typical “Practical Business Plan” should cover. We have supplied you with an outline template, and as a word document you can overwrite the specific item with your own information.  If there is something in the template that does not apply to your specific business you can delete it as you go.  There are no specific rules that states you must use everything shown in this Business Plan outline, but we have included this broad outline as a guide to cover your possible needs. 

Projected Balance Sheet

Author: Bud Phelps
Last Updated: 11/30/2012
Format: Microsoft Excel (.xls)
Download: Click Here
Summary: The 3 Year Balance Sheet Template has utilized the Chart of Accounts Groupings from the template supplied for you.  This template format will help to make you familiar with the basic Balance Sheet structure, giving you the key information items in an easy to read and understandable format. If you change the accounts and format in the template you will be required to change the formulas that have been inserted for your ease in use and understanding.  As stated in the introduction, we have supplied you with a preparation Guide Box for the development of the template which can be deleted before printing your Balance Sheet. 

Projected 3 Year Cash Flow

Author: Bud Phelps
Last Updated: 11/30/2012
Format: Microsoft Excel (.xls)
Download: Click Here
Summary: The Cash Flow Statement tells you where the company’s cash came from and where it was spent. As stated in the introduction, we have supplied you with a preparation Guide Box for the development of the template.  The amounts posted in the template come from both the Comparative Balance Sheets (for Current Asset and Current Liability changes), and the Profit & Loss Statement (for the Profit as well as the depreciation information).

Projected 3 Year Profit 

Author: Bud Phelps
Last Updated: 4/12/2012
Format: Microsoft Excel (.xls)
Download: Click Here
Summary:  The Projected 3 Year Profit template, also utilizing the Chart of Accounts Groupings as show in the sample Chart of Accounts template below.  The reader of the Profit & Loss Statement, is reading a statement that covers a defined period of time (Example – one month, a quarter, six months, or a year).  This template is also setup in a manner that allows for the formulas to be in place; therefore if lines are added the formulas must be adjusted accordingly. As stated in the introduction, we have supplied you with a preparation Guide Box for the development of the template which should be deleted before printing your Profit and Loss Statement.

Chart of Accounts

Author: Bud Phelps
Last Updated: 11/30/2012
Format: Microsoft Excel (.xls)
Download: Click Here
Summary: The sample Chart of  Accounts is setup using a basic three digit numbering system.  Along it has been developed with specific number groupings to give you a listing of possible various accounting groups; for use on both the Balance Sheet and the Profit and Loss Statements.  These specific number groups will help to give you a better understanding of your footprints of income and expenses items on your Financial Statements, and what they mean for your company.  You can overwrite the individual accounts for changes needed in your account listing relative to your specific business.

 

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