Monthly Close Checklist
A complete month-end close checklist by area: cash, AR, AP, payroll, reconciliations, and review.
Excel templates
A collection of accounting and finance Excel templates I build for self-study and skill practice. Currently in development; previews below show what's planned. Nothing is shipped or sold.
A complete month-end close checklist by area: cash, AR, AP, payroll, reconciliations, and review.
Personal or small-business zero-based budget with category roll-ups and variance tracking.
Rolling 13-week cash forecast with starting balance, inflows, outflows, and weekly net position.
An educational worksheet for understanding quarterly estimated tax mechanics. For self-study only.
Daily mileage and expense log with auto-calculated totals and category summaries.
12-month income statement with revenue, COGS, operating expenses, and gross/net margins.
Lightweight KPI dashboard: revenue, expenses, runway, and AR aging at a glance.
Section-by-section study tracker with planned vs actual hours and practice performance.