Resources → Templates
Excel & Word Templates
Working Excel templates for financial models, cash flow and invoice tracking — built and formula-tested, not stock downloads.
Available now
Eleven working spreadsheets from Business Skill Forge. Instant download after purchase. The first three below open in Microsoft Excel, Google Sheets and LibreOffice; the eight newer models were built and tested in LibreOffice, and Excel and Google Sheets compatibility has not yet been independently verified — see each product page.
Excel · 5 sheets · 245 formulas
3-Statement Financial Model
Five forecast years of income statement, balance sheet and cash flow, fully linked. A Checks tab tells you in plain words whether the balance sheet still balances.
$39
See what is inside →Excel · 2 sheets · 104 formulas
13-Week Cash Flow Forecast
The rolling quarter-ahead forecast lenders ask for. Any week that closes below the cash buffer you set turns red, so you see the shortfall early enough to act.
$29
See what is inside →Excel · 3 sheets · 821 formulas
Invoice Tracker & Ageing Report
One row per invoice, and a real aged-debtor report: Current, 1–30, 31–60, 61–90 and 90+, with overdue exposure and average days overdue.
$19
See what is inside →Excel · 14 sheets
Professional Services Profitability & Capacity System
See which clients, projects and people actually make money — and whether the team has capacity for the next piece of work.
$129
See what is inside →Excel · 11 sheets
Equity Compensation Tax Planner — RSU, ISO/NSO, AMT & ESPP
Model the tax on RSUs, ISOs, NSOs and ESPP shares before you vest, exercise or sell — including AMT exposure.
$99
See what is inside →Excel · 12 sheets
CFO Reporting & Variance Pack
A monthly reporting pack: KPI dictionary, actual vs budget vs prior year, variance engine and executive views.
$99
See what is inside →Excel · 11 sheets
Rental Property Underwriting Model
Underwrite a buy-and-hold rental: financing, cash flow, DSCR, returns, stress tests and break-even.
$89
See what is inside →Excel · 14 sheets
Driver-Based Planning & Rolling Forecast Model
One driver model for the annual plan, department budgets, the rolling forecast and scenarios.
$129
See what is inside →Excel · 15 sheets
SaaS Financial Model
A SaaS operating model: pricing tiers, sales capacity, cohorts, ARR bridge, P&L, cash, burn and runway.
$149
See what is inside →Excel · 15 sheets
DCF & Comparable Company Valuation Model
Value a business by DCF, capitalisation and comparables, and see the range on a football field.
$129
See what is inside →Excel · 15 sheets
Month-End Close & Reconciliation System
Run the month-end close: calendar, status tracking, reconciliations, journal entries, fixed assets, year-end and audit binder.
$99
See what is inside →Each template includes guidance on which cells you edit — a legend in the first three, a README sheet in the newer models. Default figures are illustrative placeholders, not benchmarks and not advice.
What we are building next
Departmental budgets, KPI dashboards, business plans and cap-table tools. We are not putting a date on those until they are built — tell us which one you want first and it moves up the list.
More templates are on the way
Tell us which template to build next
No spam. One email per launch. Unsubscribe any time.
Keep exploring
