Checklists
Month-End Close Checklist
A free month-end close checklist. Five days, one layer a day, from bank and cash to the finished pack, for…
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WHY CHOOSE US
Business insights from Zazentax Resource
Move on from traditional accounting. From returns to discounts, gift cards and global VAT needs, we know ecommerce.
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Checklists
Data Room Index
A free data room index. Every document a buyer or investor asks for, in eight folders in the order diligence…
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Checklists
Fundraising Readiness Checklist
A free fundraising readiness checklist for UK founders. Twenty checks across the numbers, the legal spine and the tax file,…
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Excel
Board Pack Template
A free board pack template in Excel. Six pages from one numbers sheet, summary to asks, with the commentary structure…
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Excel
Revenue Cohort and Retention Model
A free Excel cohort model. Each month's intake decaying at your retention rate, the growth ceiling your churn implies, and…
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Excel
Headcount and Capacity Plan
A free Excel headcount plan. Price hires by month at fully loaded cost, employer NIC, pension and kit included, against…
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Excel
Scenario and Sensitivity Model
A free Excel scenario model. Base, upside and downside computed from one set of drivers so they cannot drift apart,…
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Excel
Budget versus Actual with Variance Bridge
A free Excel budget versus actual workbook. The gap decomposed into volume, price, delivery and fixed movements that sum to…
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Excel
Rolling 12 Month Forecast
A free rolling 12 month forecast in Excel. Enter actuals as months close, re-project the rest from the latest one,…
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Excel
13 Week Cash Flow Forecast
A free 13 week cash flow forecast in Excel for companies with payroll, VAT quarters and a facility. Weekly receipts…
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