Tools for Creating Meaningful Financial Analysis for Diversified Operations (2020)

The file(s) is/are a very basic tool to support initial work with record keeping, analysis, and/or cash flow planning. Please consider the use of these files as the first step in the process, as way of supporting your eventual move the next level of complexity needed in your operation. The worksheets within each file are not linked but most worksheets are protected to allow only data input.

Click here to download the presentation.

 

Additional documents:

Basic Cash Flow Worksheet

Basic Financial Statement Example

NC Basic Recordkeepting Tool