Budget & Projection System - Excel Template

 

Budget & Projection System - Overview

Would you like to provide all clients with a budget service?

A service that is easy and affordable?

Our Budget and Projection System is another Excel based template proving itself useful amongst members.

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.

The Budget and Projection System template features include:

  • Automatic monthly figures shown for the year
  • VAT instantly calculated and quarterly payments shown
  • Fixed assets, capital purchases and hire purchases easily managed and depreciated
  • Easy debtor and creditor calculations
  • Instant Payroll calculations
  • Reports including Profit and Loss, Balance Sheet, and Cash Flow
  • Click of a button presentation reports produced
  • No knowledge of Excel formula needed
  • Easy worksheet layout with marked areas and drop-down choices
  • Automatic updates and notifications
  • Designed for Excel for Windows versions 2000-2010
  • Branded for your business

 

Budget & Projection System - Features

The Budget and Projection System template features include:

  • Automatic monthly figures shown for the year
  • VAT instantly calculated and quarterly payments shown
  • Fixed assets, capital purchases and hire purchases easily managed and depreciated
  • Easy debtor and creditor calculations
  • Instant Payroll calculations
  • Reports including Profit and Loss, Balance Sheet, and Cash Flow
  • Click of a button presentation reports produced
  • No knowledge of Excel formula needed
  • Easy worksheet layout with marked areas and drop-down choices
  • Automatic updates and notifications
  • Designed for Excel for Windows versions 2000-2010
  • Branded for your business

VAT Instantly Calculated and Quarterly Payments Shown

VAT rates can be quickly set and varied for income and expenses, for automatic calculations and payments taken in the quarters they are due. This also has added flexibility so you can adjust the payments to meet any cash flow needs, or repayment agreements.

Fixed Assets, Capital Purchases and Hire Purchases are Easily Managed and Depreciated

Listing current asset figures, any capital purchases as well as hire purchases throughout the year are easily entered. These all have depreciation automatically pplied through the year on a monthly basis.

Easy Debtor and Creditor Calculations

Debtors and Creditors are handled monthly in a very easy manner. Just set the payment or collection assumptions and the rest is automatic. Manual adjustments allow for additional flexibility whereever you might need.

Instant Payroll Calculations

Depending on staffing levels, you can vary the Gross and Net pay with a simple percentage (%) figure - automatically splitting the expense and making PAYG payments automatically managed monthly. Again, flexible adjustments can be made if you need.

Minimal Excel Knowledge and with a Simple Layout

With a simple layout and areas marked where entries can be made, this Excel template lets you focus on the figures themselves.

Automatic Updates and Notifications

When a new version of the Budget and Projection System is released, your Excel template will automatically notify you and your clients that a new version is available. Updating is then easy with a 'click of a button' to update all data from the previous version.

Branded for your Business

As with most of our Excel templates, these are branded to build your business image. Accountants and Bookkeepers will easily provide professional reports to clients.

Development Desk

You're not just getting a template, but an ongoing service. You might have slightly different needs to what this template does, or your needs might change in the future.

You also get ongoing development to meet your needs now, and in the future. Our Development Desk is free and easy to use for all members and template purchasers. There's no need for you to spend time on formula, or trying to add functions - let us do it for you.

So if there's something you would like, save yourself the trouble and let us know!

 

Budget & Projection System - Workflow & Screenshots

The diagram below outlines the basic workflow process in using this system, along with screenshots you can enlarge.

 

Trial Download

This is a full featured trial of the current Excel template and you will be able to see how all the features and functions work.

The demonstration has been branded for ourselves, however, when purchased or as a Platinum Member this Excel template is personally branded for you.

Category Version Size Created
Budget & Projection System 1.6 1,088 Kb 12 Feb 13

 

Become a Member

To become a member of The Accountants Circle™ is quite simple, starting with quick registration below (requires email confirmation).

Your email address remains confidential and is not released to any 3rd parties. Once your email is confirmed and registration complete, you can download the Budget & Projection System Trial Excel Template.

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Membership Types

Practice provides accountancy or bookkeeping services

Individual doesn't provide services as a business

Service provider of non-accountancy services

Register

Budget & Projection System - Purchase

Order today

This complete template, along with 12 months of updates and support is available for just £249 for the first year. This includes access to our Development Desk, and future years are only £99.

Our Guarantee

We're confident in our templates so if for any reason you are not fully satisfied within 30 days, we will give you a full refund!

 

Platinum Membership

Platinum members receive the Budget & Projection System as well as all our other tools and templates, including those that become available in the future!

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