Frequently Asked Questions

There are three reasons why you need a financial template for your business. If any of them apply to you, then yes, it is time you need a financial template.

Reason 1: You want to manage your business finances like a true Finance Savvy CEO®.
A Finance Savvy CEO® is financially confident and competent to make sound financial decisions and financial templates are your perfect partner! With the financial templates, you can streamline your financial management process, and gain valuable insights into your business’s true financial health by tracking your income, expenses, and key financial metrics to make informed decisions that drive the growth and profitability of your business.

Reason 2: You have limited financial knowledge.
Being a Finance Savvy CEO® doesn’t require being a finance expert, an MBA holder, or an accounting professional. Our financial templates are designed for small business owners and CEOs without a finance background to get the insights they need for informed decision-making. In short, you don’t have to be a spreadsheet whiz to navigate and use our financial templates effectively.

Reason 3: You have no time to learn how to make financial templates or spreadsheets.
I fully understand that as a Finance Savvy CEO®,  your time is your currency. Spend less time on paperwork and more time growing your business with our pre-built financial templates with formulas and functions, automating calculations, and making financial analysis a breeze!

Our templates are professionally designed by CFOs and accountants with a focus on simplicity and ease of use specifically for small business owners like you!

Not exactly. While our financial templates help you streamline your financial management process, and gain valuable insights into your business’s true financial health, your bookkeeper offers more personalized services (e.g., sending and following up on invoices, reconciling payments that you’ve received and tracking money going out for expenses or money coming in from sales you’ve made). Think of our financial templates as powerful tools to complement your bookkeeper’s efforts.

We offer a variety of financial templates tailored to different business types whether you sell products or services or both. No matter your business model, we have a template to suit your needs.

Our financial templates are designed for small business owners and CEOs and are compliant with generally accepted accounting practices. However, every accounting standard varies, especially between public and private companies. If you’re a small business owner, you’re safe to use these templates. For public companies, we recommend more robust financial templates to meet stringent standards.

Absolutely! Our templates are user-friendly, intuitive with the CEO in mind, and come with clear instructions. Our templates are designed for small business owners and CEOs without a finance background to get the insights they need for informed decision-making. You don’t have to be a spreadsheet whiz to navigate and use them effectively.

Absolutely! A bookkeeper is one of the MUST-HAVE financial trifecta for your business (together with your CFO/financial strategist, and tax professional). While our financial templates help you streamline your financial management process, and gain valuable insights into your business’s true financial health, your bookkeeper offers more personalized services (e.g., sending and following up on invoices, reconciling payments that you’ve received and tracking money going out for expenses or money coming in from sales you’ve made). Think of our financial templates as powerful tools to complement your bookkeeper’s efforts.

Definitely! It is part of being a Finance Savvy CEO® to maximize our tax deductions. Sharing our templates with your tax professional can make their job easier and ensure that your financial information is accurate and up-to-date. It’s a great way to keep everyone on the same page.

We’re always committed to your success by looking to expand our offerings based on customer feedback. If you need a specific template that we don’t currently have, please contact us. We’d love to hear your suggestions and might be able to create a custom template for you! You can send a message here. Our dedicated support team will assist you!