Financial resources are funds specifically allocated for specific functions in a company. These resources can include mortgages, bank loans, government grants, and any other funding used for company purposes. When revenue falls short of meeting a business’s needs, cash flow has to come from alternative sources. Whether you turn to a government grant or bank loan as a means of obtaining the required financial resources, the process can be time-consuming.
Expense Reporting Tool – Use this tool to monitor and record monthly expenses.
Financial Resource Request Form – The purpose of this tool is to standardize all financial resource requests so that we can evaluate and prioritize requests appropriately to facilitate delivery.
Income Statement - Use this tool (also known as a Profit & Loss Statement) to indicate how revenue is transformed into net income. The purpose of this tool is to demonstrate whether the company made or lost money during the period of time being reported.
Use our Share of Profit Calculator to help you allocate profits amongst your team in a fair and logical manner. This tool might also be known as a Profit Sharing Template and/or calculator.
Use our Credit Card Payment Form Template to obtain authorization to use a client/purchaser's credit card. This template might also be known as a Credit Card Authorization Form.
Balance Sheet – Use this tool to create a snapshot of your company’s financial position on a specific date (FYE).
Tradeshow Program ROI Calculator – Use this tool to compare the tradeshows you attend, monitor your budget and calculate ROI.
Break Even Analysis Template – Use this tool to determine if it is profitable to sell a proposed product.
Website Design Budget – Use this tool to estimate the costs of a website design project.
