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Downloads

Our downloads section is a collection of financial planning widgets that we have developed over the years and clients have found particularly useful. These have either been developed for client needs, seminar presentations  or just out of personal interest. Programmed in Excel and are protected from any viruses or malicious code as the number of downloads indicates. They are organised into different sections for ease of navigation Simply click on the tab (i.e. Leadership tools) and the page will filter to the relevant results. Click on the image for an explanation and a video guide.  

The most popular are “Example of stock journals” which explains automated accrual journals in accounting systems, “software comparison chart” which measures the relative worth of different platforms and “Exam template” which helps you cram for your finals. 

By providing your email you will get access to our more advanced downloads as described below.  

Financial Planning tools:

Once you become a subscriber then more advanced downloads become available for you including:

  • Task Scheduler – Organise tasks over a date range to produce a GANTT chart. Complimentary.
  • Decision Maker – Visual guide to balance opportunities and risks to help make better business decisions. Complimentary.
  • Timesheet demo – This allows for an employee to assign time taken against a product or service and is used to measure productivity. Complimentary. (Contact us for bespoke timesheet solutions)
  • Stakeholder manager – prioritise reports and activities according to the most important people in the project at £5.00.
  • Risk Register – Measures threats against countermeasures to produce a cost benefit plan for GDPR compliance and ISO accreditations at £32.00

Instructions are imbedded into each module.

The “Favourite formulas” section is a collection of some of the more useful functions in excel for use in your own spreadsheets.  By registering for the downloads section, we will keep your details only for the purposes of sending you our newsletter to keep you up to date with further downloads and services we offer. We will keep your details secure and they will not be forwarded to any 3rd party. 

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