# SmartHelping

> SmartHelping provides practical Excel financial model templates for business owners, investors, analysts, lenders, consultants, and operators who need bottom-up projections, valuations, feasibility studies, and scenario analysis.

SmartHelping is run by Jason Varner and focuses on unlocked, editable Excel templates built from real-world financial modeling work. The site covers financial projection models, real estate underwriting, SaaS and subscription models, lending and loan models, business valuation, renewable energy, accounting tools, joint venture waterfalls, startup models, and industry-specific feasibility studies.

## Core Pages

- [Home](https://www.smarthelping.com/): Main overview of SmartHelping and its Excel-based financial model templates.
- [Financial Models](https://www.smarthelping.com/p/financial-model-templates-by-category.html): Main library of financial model templates organized by category.
- [Financial Model Template Bundles](https://www.smarthelping.com/p/financial-model-template-bundles.html): Bundles of related financial model templates.
- [The Super Smart Bundle](https://www.smarthelping.com/p/the-super-smart-bundle-financial-model.html): Full template library bundle with broad access to SmartHelping models.
- [Beginner's Guide](https://www.smarthelping.com/2023/06/what-makes-good-financial-model-template.html): Guide to what makes a good financial model template.
- [FAQ](https://www.smarthelping.com/p/faq.html): Common questions about templates, downloads, and usage.
- [Hire](https://www.smarthelping.com/p/contact_27.html): Custom financial modeling services and contact information.
- [Requests](https://www.smarthelping.com/p/financial-modeling-requests.html): Request a new template or custom model.

## Template Categories

- [General Industry Financial Models](https://www.smarthelping.com/p/industries.html): Industry-specific financial projections and feasibility studies.
- [Excel Financial Model Templates](https://www.smarthelping.com/p/excel.html): Excel templates for financial forecasting, feasibility studies, and sensitivity analysis.
- [SaaS, Subscription, and Tech Models](https://www.smarthelping.com/p/as-service-business-models.html): Recurring revenue, SaaS, subscription, membership, and technology business models.
- [Real Estate Financial Models](https://www.smarthelping.com/p/real-estate.html): Acquisition, development, rental property, commercial real estate, and underwriting models.
- [Loan and Lending Financial Models](https://www.smarthelping.com/p/lending.html): Lending businesses, loan portfolios, securitization, and finance-related models.
- [Accounting Templates](https://www.smarthelping.com/p/accounting.html): Accounting trackers, calculators, and reporting tools.
- [Valuation and DCF Templates](https://www.smarthelping.com/p/valuation-spreadsheets.html): Business valuation, discounted cash flow, IRR, equity multiple, and acquisition analysis templates.
- [Joint Venture Waterfall Templates](https://www.smarthelping.com/p/joint-venture.html): Preferred return, IRR hurdle, MOIC hurdle, promote, and distribution waterfall models.
- [Renewable Energy Financial Models](https://www.smarthelping.com/p/renewable-energy-businesses-financial.html): Solar, wind, battery, hydrogen, hydropower, and energy economics templates.

## Featured and Recent Templates

- [Personal Wealth Builder Spreadsheet](https://www.smarthelping.com/2026/04/personal-wealth-builder-spreadsheet.html): Personal wealth planning and financial tracking spreadsheet.
- [Financial Model Template for Loan Brokerage or Deal Advisor](https://www.smarthelping.com/2026/03/financial-model-template-for-loan.html): Model for loan brokerages, capital advisory, and investment banking-lite businesses.
- [Preferred Return Investor Thresholds](https://www.smarthelping.com/2026/03/preferred-return-investor-thresholds.html): Preferred return and investor threshold modeling.
- [Advanced Warehouse Fulfillment Financial Model](https://www.smarthelping.com/2026/02/advanced-warehouse-fulfillment.html): 3PL and warehouse fulfillment model with pallet-based and cubic-foot-based logic.
- [Financial Model Sensitivity Analysis for LCOE](https://www.smarthelping.com/2026/01/financial-model-sensitivity-analysis.html): Levelized cost of energy model with sensitivity analysis.
- [Business Turnaround Financial Model](https://www.smarthelping.com/2025/12/financial-model-for-business-turnarounds.html): Model for turnaround planning, operational improvement, and cash flow recovery.
- [Hybrid Joint Venture Waterfall Model](https://www.smarthelping.com/2025/12/hybrid-joint-venture-waterfall-model.html): JV waterfall model with preferred return, IRR, and MOIC hurdle logic.
- [TAM Sizing Financial Model Template](https://www.smarthelping.com/2025/12/tam-sizing-financial-model-template.html): TAM, SAM, SOM, market sizing, valuation, and scenario model.

## Optional

- [Knowledge Base](https://www.smarthelping.com/p/knowledge-base.html): Additional support and guidance resources.
- [Financial Model Template Updates](https://www.smarthelping.com/p/financial-model-template-updates.html): Updates to templates and model improvements.
- [About](https://www.smarthelping.com/p/about.html): Background on SmartHelping and Jason Varner.