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Accounting13-Week Cash Flow Forecast
Forecast weekly cash inflows and outflows on a rolling 13-week basis, broken out by AR, AP, payroll, debt service, and tax.
AccountingAccounting Standards Conversion Workbook (GAAP to IFRS)
Convert a GAAP trial balance to IFRS with a full first-time-adoption difference register, journal entries, and disclosure checklist.
ComplianceAML/KYC Risk Scoring Matrix
Score both individual and entity customers against weighted AML/KYC risk factors, with EDD triggers and ongoing monitoring built in.
AccountingAudit Working Paper
Document audit procedures, evidence gathered, and conclusions reached in a structured working paper ready for reviewer sign-off.
AccountingBoard Financial Pack
Run a focused board finance session — KPIs, P&L dynamics, forecast, and decisions required.
ComplianceBoard Resolution & Minutes
Produce an audit-ready board record with formal resolutions, a conflicts register, and action tracker.
AccountingBudget & Forecast Report
Submit a budget or forecast with full scenarios, documented assumptions, and board sign-off.
AccountingBudget vs Actual Variance Model
Compare budget to actuals month by month and roll variance into a full-year forecast with management commentary.
ConsultingBusiness Case / ROI Calculator
Build a full business case with a benefits and costs build, sensitivity and break-even analysis, and a delivery roadmap.
AccountingBusiness Valuation Report
Value a business using income, market, and asset-based approaches, with a documented, defensible conclusion.
FinanceCap Table & Waterfall Model
Track fully diluted ownership and model exit proceeds through a waterfall, returns by security, and breakpoint analysis.
FinanceComparable Companies Analysis
Benchmark a company against 10–14 peers and derive an implied valuation range.
ComplianceCompliance Calendar & Obligations Tracker
Track every regulatory obligation on a quarterly compliance calendar with an evidence log for each filing.
AccountingConsolidation & Intercompany Elimination Workbook
Consolidate multiple entity trial balances with an intercompany register and elimination journal entries in one workbook.
AccountingConsolidation Reporting Pack
Consolidate across entities with clean eliminations, FX translation, and full reconciliation workings.
ConsultingCost Optimisation Business Case
Size your cost levers, model the financial impact, and get the programme approved at investment committee.
ConsultingCost Savings Tracker & Synergy Model
Track individual cost initiatives from the register through a run-rate bridge to a live tracking dashboard.
ComplianceData Privacy Impact Assessment (DPIA)
Assess a new processing activity against GDPR Article 35 before it becomes a compliance problem.
FinanceDCF Valuation Model
Build a fully linked DCF model with an embedded three-statement forecast, historicals, and a football-field valuation output.
FinanceDeal Teaser / One-Pager
Introduce a business to buyers anonymously and get them to raise their hand.
FinanceDebt Schedule & Covenant Compliance Model
Build a multi-facility debt schedule and test covenant headroom against pass/fail thresholds on an executive dashboard.
FinanceEquity Research Initiation Report
Initiate coverage with an institutional-quality report — thesis, valuation, financials, and risks.
AccountingESG Assurance Report
Assure ESG disclosures against a chosen framework, with findings mapped to each reported metric.
ConsultingExecutive Briefing Memo
Put the issue, analysis, and ask in front of a C-level reader in under three minutes.
AccountingFinancial Controls Assessment
Rate your financial reporting controls under COSO or SOX and get a prioritised remediation plan.
AccountingFixed Asset Register & Depreciation Schedule
Track every fixed asset from addition through disposal, with a monthly depreciation schedule and a tax-versus-book basis bridge.
FinanceFund Due Diligence Questionnaire Response
Answer institutional LP due diligence with a complete, audit-ready response covering terms, track record, and governance.
ComplianceFund Governance Report (Annual)
Deliver the annual fund governance report your board, regulators, and investors expect.
FinanceFund Performance & Waterfall Model (IRR/MOIC/Carry)
Calculate fund-level IRR, MOIC, and carry through a European whole-fund waterfall built on portfolio-level cash flows.
ConsultingIssue Log / RAID Tracker
Track risks, assumptions, issues, and dependencies in one running register with a live dashboard view.
FinanceLBO Model Template
Model a leveraged buyout end to end, from a control panel and sources & uses through the debt schedule to sponsor returns.
FinanceM&A Merger Model (Accretion/Dilution Analysis)
Combine acquirer and target financials, allocate the purchase price, and test EPS accretion or dilution with a full contribution analysis.
FinanceMacro & Market Research Report
Publish an institutional research report on a market or macro theme, with exhibits, scenarios, and a clear outlook.
ConsultingMarket Entry Feasibility Report
Assess a new market and land a clear go/no-go recommendation with a 90-day action plan.
ConsultingMarket Sizing Model (TAM/SAM/SOM)
Size a market from the top down and bottom up, triangulate both views, and forecast market share over five years.
AccountingMonthly Management Accounts Pack
Give ExCo a monthly pack covering KPIs, P&L, balance sheet, cash flow, and full-year outlook.
AccountingMonthly Management Accounts Workbook
Turn a trial balance into a consolidated monthly management accounts pack, with entity-level P&L and working capital aging.
ConsultingOrganisational Design & Talent Strategy Blueprint
Design a new division from the ground up — structure, talent plan, governance, and a phased build roadmap.
FinancePE Buyout IC Paper Template
Present a buyout to your IC with everything needed to make a decision, from thesis to returns.
FinancePortfolio Company Review Template
Walk your IC through a portfolio company's quarter — KPIs, bridges, initiatives, and returns.
ConsultingPost-Merger Integration Playbook
Keep a merger on track from Day 1 — eight workstreams, synergy tracking, and IMO programme management.
FinancePrivate Client Portfolio Review
Show clients how their portfolio performed, with allocation, performance, and gains broken down by asset class and account.
ConsultingProject Gantt Chart & Timeline Tracker
Plan a project timeline with a work breakdown structure, a weekly Gantt chart, and a built-in RAID log and RACI matrix.
ComplianceRegulatory Change Impact Brief
Understand a regulatory change and know exactly what to do about it — in five minutes.
ComplianceSanctions & PEP Screening Report
Close a KYC file with a complete sanctions, PEP, and adverse media screening record.
FinanceSector Thematic Research Template
Establish a structural investment thesis with company profiles, trade ideas, and price targets.
ComplianceShareholder / Cap Table Register Update
Document a share event with an updated register, fully diluted cap table, and secretary attestation.
ComplianceSOX/COSO Controls Testing Tracker
Plan, sample, and execute SOX/COSO controls testing with a risk-control matrix, deficiency tracker, and COSO framework mapping.
ConsultingStrategy Engagement Final Deck
Turn engagement findings into a boardroom-ready strategy deck — situation, options, roadmap, and 100-day plan.
ConsultingTechnology & Digital Transformation Business Case
Get capital approved for a major systems overhaul: technical debt, target state, and a full NPV, IRR, and sensitivity-backed case.
ConsultingTechnology & Digital Transformation Roadmap
Align a steering committee on a tech transformation: current state, target architecture, and a sequenced, board-ready roadmap.
FinanceThree-Statement Financial Model
Build a fully linked three-statement model with supporting schedules, credit ratios, and a built-in unlevered DCF.
FinanceTrading Comps / Comparable Company Analysis Model
Benchmark a target company against its peer set with a control panel, raw peer data, and a valuation summary output.
AccountingTransfer Pricing Documentation
Produce BEPS Action 13-compliant transfer pricing documentation with a signed arm's length declaration.
ComplianceVendor / Third-Party Risk Assessment Register
Assess and track third-party vendor risk from intake through remediation, including fourth-party and subprocessor exposure.
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