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Affordable Internal Tools to Improve Your Financial Business : Spreadsheet Solutions
INTERNAL TOOLS
Boost Productivity with Custom-Built Internal Tools
Sometimes, you don’t need a full application to make a big impact in your business. Many essential business functions can be handled effectively with tools built in Excel or Google Sheets. They allow you to streamline your operations, track financial performance, plan projects, and manage day-to-day tasks—without the cost and complexity of a full application. We specialize in creating custom-built internal tools that are powerful, affordable, and tailored to your business’s unique needs.
By leveraging the functionality and flexibility of Excel or Google Sheets, we’ll help you create practical, budget-friendly solutions that allow you to get things done efficiently. Whether you’re managing finances, tracking projects, or organizing your team, we can build tools that fit right into your workflow and give you control and visibility over your business.
We Help Financial Professionals Thrive:
Accountants, Bookkeepers, Coaches, Consultants, Estate & Financial Planners, Insurance Agents, Investment Advisors, Mortgage Brokers, Tax Pros & Wealth Managers
Features & Benefits
Cost-Effective
Advanced spreadsheets offer powerful functionality at a fraction of the cost. We design each tool to meet your exact needs, so you only pay for what you truly need.
Familiar Interface
Most professionals are already familiar with spreadsheets, so there’s minimal training required. You and your team can adopt the tools quickly, with little learning curve.
Flexibility & Scalability
Advanced tools built in spreadsheets are easy to update and expand as your business grows, without the need for expensive development or software upgrades.
Powerful Automation
From automated calculations to advanced formulas and macros, spreadsheets can handle many routine tasks. Automations can save you time, reduce errors, and provide real-time insights.
Access & Collaboration
Cloud-based spreadsheets allow real-time collaboration, making it easy for your team to work together. You can also integrate these tools with other software, making it easy to import, export, and update data seamlessly.
Example Tools
Operating budgets, capital budgets, financial reporting, business & financial plans, loan financing plan, issue tracking, weekly timesheets, expense tracker, marketing calendar, content plan and calendar.
Examples of Internal Tools We Can Build For You
Operating Budgets
Forecast and manage your business’s monthly or annual budget to track expenses, revenues, profitability and cash flow.
Capital Budgets
Plan large purchases or investments and analyze the return on investment (ROI) over time, helping you make strategic, well-informed financial decisions.
Cash Flow Tracker
Monitor cash inflows and outflows to maintain a healthy cash position and avoid liquidity issues.
Custom Financial Reporting
Generate customized financial reports with automated calculations and visualizations to provide a clear view of your business’s financial health.
Company Dashboard
Get a real-time overview of your business’s key metrics in one central location. A Company Dashboard consolidates data such as financial performance, sales targets, project statuses, and team productivity metrics, all displayed in easy-to-read charts and graphs. This tool helps you monitor business health at a glance, make informed decisions, and stay aligned with your goals.
Business Plan
Organize your business goals, strategies, and projections in a structured plan, with automatic updates to financial data as you adjust your inputs.
Financial Plan
Map out financial projections for growth, including revenue targets, expense forecasts, and profitability analysis.
Loan Financing Plan
Calculate and track loan payments, interest, and repayment timelines, helping you understand your financing options and obligations.
To-Do Lists and Task Trackers
Manage personal or team tasks with priority levels, deadlines, and progress tracking to keep everyone aligned and organized.
Issue Tracking System
Track issues, assign them to team members, and monitor resolution timelines to improve your process management and client satisfaction.
Weekly Timecards / Timesheets
Track employee hours worked, calculate pay, and monitor project-specific time, all in one easy-to-use sheet.
Corporate Travel Expense Management & Employee Reimbursement
Simplify and streamline the process of tracking and reimbursing employee travel expenses. With built-in expense categories, automated calculations, and status updates, this tool reduces processing time and ensures compliance with company policies.
Marketing Plan & Calendar
Plan marketing campaigns, set deadlines, and track key milestones to keep your marketing efforts on schedule and aligned with your goals.
Content Publishing Plan & Calendar
Schedule, organize, and manage your content marketing efforts, from blog posts to social media, in one central, collaborative space.
Project Milestone Tracker
Track each phase of a project, including milestones, deadlines, and deliverables, to keep your team focused on goals and timelines.
Sales Pipeline Tracker
Monitor leads through each stage of your sales pipeline with data on conversion rates and close timelines, helping you focus on high-priority prospects.
Inventory Management Tool
Track inventory levels, manage reorders, and forecast stock requirements to avoid overstocking or stockouts.
Team Capacity Planner
Track current workloads, assign tasks, and ensure that no one is overbooked or underutilized, improving team productivity.
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Powerful and Affordable Systems and Services to Help Grow, Manage and Improve Your Financial Services Business. Simplify, Integrate and Automate to Use Technology to Your Advantage!
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