10+ Accounting Rate of Return Templates in Google Docs | Google Sheets | Excel | Word | Numbers | Pages | PDF

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Decisions shape the future of the business, and they are not mere hunches. That is why every business has a system in getting constant updates with its situation through status reports. Crucial information such as profits, losses, investment reports, and other records are requirements in any analysis. All of those data will generate results that will guide the top executives with going for investments. Thus, the observance of the objectivity principle has to be strict. Any wrong information and erroneous calculation will certainly ripple off to bad decisions. Doing an ARR (accounting rate of return) is the step towards fruitful investments. And your bosses need your accurate results.

10+ FREE ACCOUNTING Templates - Download Now Adobe PDF, Microsoft Word (DOC), Microsoft Excel (XLS), Adobe Photoshop (PSD), Google Docs, Adobe InDesign (INDD & IDML), Apple (MAC) Pages, Google Sheets (SPREADSHEETS), Microsoft Publisher, Apple Numbers, Adobe Illustrator (AI)

10+ Accounting Rate of Return Templates in Google Docs | Google Sheets | Excel | Word | Numbers | Pages | PDF

1. Profit and Loss Statement

profit and loss statement2
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  • MS Word
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Size: A4 & US

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Keep a clear grasp of your profits and losses with this template. If you are still planning to do an accounting rate of returns, then make sure you are constantly monitoring your profits. Download this template now and slowly compile your statements. Printing is easy because the file is available in A4 and US Letter Size. Grab this one now!

2. Weekly Sales and Deposit Summary

weekly sales deposits summary1
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  • Google Docs
  • Google Sheets
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  • MS Word
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Size: A4 & US

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Your net profits must come from somewhere, thus compile every sales summary that you have. Part of your ARR is the necessary working figures. If you are planning to have an accounting soon, then do a weekly summary now with this template. Grab this customizable file which is compatible with Google Docs, Google Sheets, MS Excel, MS Word, Numbers, and Pages. Download this template now!

3. Projected Profit and Loss Statement

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  • Google Docs
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  • MS Excel
  • MS Word
  • Numbers
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Size: A4 & US

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Surely, you projected your profits periodically. And it happened that every bit of detail matched with the real figures. With this file, you can use it for your generated wealth. Any document that hints on the elements in ARR are important. Thus, grab this template now and make your periodic projections!

6 Steps to Do Accounting Rate of Returns

Capital budgeting is an important process because it will help in estimating useful expenditures. Part of the funds to use comes from the returns or profits. Thus, calculating gains can lead to substantial budget forecasting for beneficial investments. Moreover, you need to check if the cycle of investment and profit is at least normal. Accounting the rate of returns is a vital task to do. So follow the steps below to start doing one.

Step 1: Trace Sources of Income

Accounting for the rate of return needs looking into the sources of income. This data is essential in doing the computations. Thus, you need to go to the archives and get the sales inventory sheets. Review the data, whether it is still well within the range of your target.

Step 2: Gather Expense Statements

Another document to ready are your inventory worksheets about the expenses. Although you may already have a net profit statement, there is no harm giving time to redo the work. Keeping your results accurate means that the data is likewise.

Step 3: Review the Investments

Check your balance sheets and review your assets and securities. See if the accounts and tabulations do not give any misgivings. Before you do the calculations, make sure that every data is in place.

Step 4: Do the Calculation

Getting the average rate of return is simple. You need to divide the average return during a specific period by the average investment figure. That is why you need to get the first three steps clearly so that you can accurately arrive at the ARR (average rate of return).

Step 5: Recheck

Being a perfectionist is a must at this moment. Go the extra mile in keeping your calculations in pinpoint precision. Do a recheck even with your accumulated data. Do remember that the decisions of your bosses to pursue future investments depends on the result. For sure, there are investment proposals already waiting in line for approval.

Step 6: Execute Decisions

Although this method concerns itself with profit and not the entire cash flow, any figure that comes out normal or excess is worth the investment. The top executives are waiting for sure signs to proceed, and they do not decide without any justifications to do so.

4. Income and Expense Worksheet

income and expense worksheet1
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  • Google Docs
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  • MS Excel
  • MS Word
  • Numbers
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Size: A4 & US

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Keeping track of your profits is one vital step in getting the ARR. Thus, do so by making a table of your income and expenses. Having the necessary prerequisites for the computation is significant. Grab this file and start updating your records. The template is compatible with different software for your convenience. Grab one now, and do not lose this opportunity!

5. Business Income and Expenses Worksheet

business income expenses worksheet1
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  • Google Docs
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  • MS Word
  • Numbers
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Size: A4 & US

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Tracking the sources of your income is vital; thus, have a worksheet that serves as your trustworthy log is a must. Start making one by downloading this file. You can edit using Google Docs, Google Sheets, MS Excel, MS Word, Numbers, or Pages. Download now and always do a constant check for your finances.

6. Financial Analysis

financial analysis2
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Size: A4 & US

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Every data or result needs interpreting. After the computation, now is the time to establish possible decisions. Do so with this analysis template! Ready your editing skills in either Google Docs, MS Word, or Pages. Plus, printing for your bosses is easy as it is available in A4 and US Letter sizes. Get this template now and work on your strategic plans!

7. Monthly Income Statement

income statement 8 600x420
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  • MS Word
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Size: A4, US

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Make sure that every income statement is well within your grasp. If you have not made one recently, then grab this template and freely edit it using either MS Word or Pages. Click the download button now and catch up with your monthly summary reports!

8. Treasurer Report

treasurer report template 600x4201
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  • MS Word
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Size: A4, US

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Your company’s treasurer holds authentic documents that you can use as a basis. Encourage your treasurer to maintain such files. Plus, keep him or her doing those reports by using this template. Adding the necessary details can be through MS Word or Pages. Download this file now and keep on stacking crucial reference documents!

9. Balance Sheet

balance sheet word excel 600x4202
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  • Numbers
  • MS Excel
  • MS Word
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Size: A4, US

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Who says accounting when there are no balance sheets? That is why keep it a healthy practice to have these sheets for future reference. It would not harm to do accounting using this template as well. Editing is easy as the file is compatible with Numbers, MS Excel, Pages, and MS Word. Click the download button now!

10. Capital Budgeting Guide

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Size: 242 KB

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Calculating for the rate of return is one of the steps in capital budgeting, and this file will help you in going through the process. Refresh your accounting techniques by downloading this file now.

11. Financial Ratio Analysis Guide

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Size: 92 KB

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Get the details with computing financial ratios, which also includes the rate of returns with this document. Download this one now and start to review your accounting basics.

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