19 May 2012
Our News
28

This week we released what should prove to be another useful excel template for our members, a Budget and Projection System.

The template has been developed to remove the need to know or modify complex formula. It will easily produce  logo branded and well presented annual budgets with month by month figures.

Equipped with knowledge and this system you can now easily provide all your clients with annual budgets to work from. A cost-effective solution for the smaller clients, we have released this Excel system to assist you in providing even the smaller clients with an additional service they deserve.

The system presents month-by-month forecast Profit and Loss, Cash Flow, and Balance Sheet Statements... all backed with Graphs, Ratio Analysis and the Assumptions.

As with our other templates, the Budget and Projection System already has data for you to produce instant sample reports , which can be used as a powerful marketing tool for you to either provide additional services to existing clients, or show potential clients what they can expect to see from your service.

Members can now download the Excel template from logging in and visiting the tool download section. If it is not yet showing for you, please let us know and we will arrange it for you.

NEW - Trial Download Available!
From the Budget and Projection System Overview Page, registered users (free) can now download a trial version. Click here to register or login.

Posted in: Excel Templates

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