Table of Contents
- 10+ Financial Model Templates in Docs | Word | Pages | Sheets | Excel | Numbers | PDF
- 1. Business Financial Plan Template
- 2. Financial Plan Template in Google Docs
- 3. Restaurant Financial Plan Template in Word
- 5 Steps to Create a Financial Model
- 4. Financial Plan Template for Startup Business
- 5. Financial Budget Planner in Excel
- 6. Restaurant Budget Plan Template
- 7. Simple Financial Plan Template
- 8. Comprehensive Restaurant Financial Plan Template
- 9. Monthly Financial Report Template
- 10. Financial Model Example
- 11. Financial Projections Guide
10+ Financial Model Templates in Docs | Word | Pages | Sheets | Excel | Numbers | PDF
Proper management of a company’s finances keeps a business afloat. For this reason, company executives thoroughly plan out how they will allocate their budget for various expenses. Aside from that, they also devise a financial model for them to make calculated decisions in the future. A financial model is a summary of a company’s historical revenue and expenses. It helps businessmen analyze the impact of certain economic events to a business so they will have a clearer picture of how their decisions will influence the state of their company. If you are in the process of financial modeling, making use of the financial plan and model templates provided below will make the process less tedious for you.
10+ Financial Model Templates in Docs | Word | Pages | Sheets | Excel | Numbers | PDF
1. Business Financial Plan Template
Get to present your company’s financial status by making use of this professionally written Business Financial Plan Template. With this template, you can keep a record of your business’ profit and loss statement, cash flow statement, and financial ratio analysis. Download yours today!
2. Financial Plan Template in Google Docs
Having a financial plan will give you a clearer picture of where your business is heading in terms of finances. However, creating one from scratch can take too much of your time. Worry not! This financial budget plan template will make things easier for you. This template will be your aid in calculating the variance between your company’s operating income and operating expenses so you can make better decisions in the future. Download now!
3. Restaurant Financial Plan Template in Word
Learn how to handle your restaurant’s finances with the help of this restaurant financial plan template. This template is specifically tailored for entrepreneurs who are planning to open a restaurant. With its ready-made content, all you have to do after downloading this file is to change the highlighted text, fill in the blank cells, and you’re done! Get your template today!
5 Steps to Create a Financial Model
Step 1: Set Financial Goals
Know what you want to achieve for your business for the following month, quarter, or year. Is it to increase revenue? To enhance operations at a lower cost? Or to improve profit margins? Being specific with your goals helps you have a grasp of what you should prioritize when you start managing your finances.
Step 2: Create Financial Projections
Now that you have set a goal, start developing financial projections for your company. This section of your document should include your business’ sales forecast and projected expenses. After recording your anticipated income or revenue, create a list of the expected expenses you will incur for the start-up and operating costs. Bear in mind that your operating cost consists of several expenditures for the salaries, rent, utilities, supplies, equipment, and other payments. It would be best if your anticipated expenses won’t exceed your expected income.
Step 3: Write an Income Statement
Your income statement spreadsheet should reflect the summary of your company’s revenue, cost, and expenses during a specific time. For this step, you have to calculate your business’ total sales and total expenses. Then, subtract the expenses from the income to determine whether your company has a profit or loss.
Step 4: Work on the Cash Flow Statement
Predicting your cash flow will help you manage your finances well. This statement should include necessary information about the amount of cash that flows from and into your business. In addition, a cash flow statement has three parts, namely cash revenue, cash disbursements, and a revenue-disbursement reconciliation.
Step 5: Create a Balance Sheet
A balance sheet is a statement of the financial status of a business or an organization. Your balance sheet should have the following details: your company’s assets, liabilities, and equity. Now that you have accomplished the steps mentioned beforehand, the last step is to write a financial ratio analysis.
4. Financial Plan Template for Startup Business
Before you open a business, you have to make sure that everything is all set from the physical establishment down to the finances. We offer you this Financial Plan Template for Startup Business to help you run your business successfully. This template comes with a ready-made executive summary, operational plan, and financial plan which you can easily edit to best suit your business’ specifics. Secure a copy today!
5. Financial Budget Planner in Excel
Managing your budget will be hassle-free if you make use of this professionally crafted financial budget planner template. With this at your disposal, you can plan out how you will allocate your money so it will be enough for a specific period. You can download this template in various file formats such as Google Docs, Google Sheets, MS Excel, MS Word, Numbers, and Pages.
6. Restaurant Budget Plan Template
Avoid financial problems that may occur by strategizing how you will balance your business’ income and expenses. This Restaurant Budget Plan Template will help you manage your finances so your food establishment will keep on going regardless of the forthcoming economic situation. What are you waiting for? Grab your template now!
7. Simple Financial Plan Template
Achieve the financial goals you set for your business by planning out how to allocate your current finances for upcoming expenses. Don’t worry, though! You won’t be alone in the process. This Simple Financial Plan Template enables you to keep track of your business’ cash flow. Make haste and get this template today!
8. Comprehensive Restaurant Financial Plan Template
One of the essential elements of a business plan is a financial plan. Preparing this document helps entrepreneurs determine how to achieve the goals they set with money at hand. This Comprehensive Restaurant Financial Plan Template to help you come up with a financial plan in an instant. Hurry! Get yours at an affordable price.
9. Monthly Financial Report Template
Have a neat presentation of your company’s past financial activities by utilizing this Monthly Financial Report Template. With this template, you can distinguish the difference between the budgeted amount for particular items and its actual cost. This file is fully customizable for you to easily insert the details you want to include in the document. Download yours for free!
10. Financial Model Example
forsythtech.eduThis financial model sample will serve as your guide when you start creating your own financial model for your business. This document includes essential information you have to know so you can have an effective financial modeling method. Click download now!
11. Financial Projections Guide
s3.amazonaws.comAre you having a hard time making a financial projection for your business? If so, this financial projection model is for you. This file comes with step-by-step instructions to guide you along the process from start to finish. You can download this 40-paged document in PDF file format.
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