Resource Library

financial modeling

Our library provides a comprehensive set of financial modeling resources such as guides and ready to use templates that can be leveraged to support your corporate finance needs

Explore our Guides

Our guides cover a plethora of financial modeling related topics, find what’s most relevant to you below

  • Creating a Simple P&L for Your Business: A Step-by-Step Guide

     A Profit and Loss (P&L) statement, also known as an income statement, is an essential financial document that provides a summary of a business’s revenue and expenses over a specific period. It offers critical insights into the profitability and financial health of your business. In this guide, we will walk you… read more

  • Understanding Cash Flow and Best Cash Management Practices

    In the world of corporate finance, the saying “cash is king” is particularly apt. While income statements and balance sheets provide valuable insights into a company’s financial health, the cash flow statement stands out by offering a clear picture of liquidity and operational sustainability. This guide will delve into why cash… read more

  • Streamlining Success: A Guide to Organizing Company Financials

    As a business operator, financial organization isn’t just a mundane task relegated to the back office – it’s the cornerstone of success. Whether you’re a growing startup, small business, or seasoned corporation, keeping your financials in order is crucial for making informed decisions, staying compliant with regulations, and fostering investor confidence.… read more

Templates

Our Excel templates provide a framework for different types of financial models, download the template below most relevant to your modeling needs

Simple Templates (Free Download)

Detailed Templates (Paid Download)

Payroll Forecast Template (3-Year Monthly) – $2.00

3-Statement Operating Model (5-Year Annual) – $3.00