Daily Cash Report

A measure of your current cash position and projections for upcoming cash inflows and outflows.

Weekly Report Template

A summary of your company’s weekly activities, both from a financial standpoint as well as productivity lens.

Value Stream Income Statement

A lean accounting framework which separates different product offerings from one another to identify relative cost and value generated.

Financial Statement Template

An analysis of a company’s current assets, cash flows, fixed and variable costs.

Dynamic Cash Flow Projection

While a financial statement is a great resource to understand your business over the past year, a dynamic cash flow projection forecasts expected company performance over the upcoming year based on assumptions.

Budget, Cost Allocation and Financial Statement

Complete overview of financial statements and one or more annual budgets.