Welcome to SmartHelping, where financial planning comes into focus with a diverse range of ready-to-use forecasting and analysis tools. Designed with years of hands-on experience, these templates simplify complex financial tasks, helping you stay organized, save time, and make more confident decisions.
Explore Template Categories:
- General Industry: Spanning from manufacturing and services to retail, recreation, and industrial. These startup models all have 3-statement logic integrated with all assumptions so as you change inputs, the income statement, balance sheet, and cash flow statement all update as well.
- SaaS / Subscription / Tech: Make more sense of recurring revenue forecasting, analyze churn rates, and evaluate subscription growth. Best-in-practice cohort modeling is utilized for proper customer pattern forecasting.
- Real Estate: Model acquisitions, property development, rental income, and portfolio performance with ease. These templates give a robust underwriting structure with bottom-up assumptions as well as connected cash flow waterfalls.
- Accounting: Simplify budgeting, cash flow management, and financial reporting for clearer insights. I try to focus this category on tools that would be more specific to someone in the Accounting profession.
- Joint Venture: Assess partnership structures, profit-sharing models, and collaborative opportunities. Includes preferred return, preferred equity, IRR Hurdles, and all sorts of distribution frameworks.
- Valuation (General Quantitative Business Valuation): Assess the worth of any business with versatile valuation models. Evaluate cash flows, growth projections, and key market data to build a solid foundation for mergers, acquisitions, or investment decisions.
- Renewable Energy: Analyze the financial viability of solar, wind, and other green energy projects. Forecast returns, model incentive structures, and measure environmental impacts to guide sustainable, profit-driven strategies.
Check out more template bundles.
Why Use These Financial Templates?
- Save Time: Stop building from scratch and jump right into analysis with pre-built formulas and layouts.
- Improve Accuracy: Minimize errors with built-in checks and standardized structures.
- Enhance Decision-Making: Quickly model scenarios and understand outcomes to guide strategic moves.
- Customize as Needed: Adapt each template’s framework to fit your unique financial situation.
After exploring the individual categories, consider investing in The Super Smart Template Bundle. You’ll gain instant access to every model on the site, along with all future updates—ensuring you always have the latest tools at your fingertips. All files come neatly organized for quick navigation, so you can spend less time searching and more time planning your next move.
