Accounting and Finance Templates

A profit-and-loss statement covers revenue and expenses over a stated period; it is not a list of bank-account balances.

A business price list needs consistent product or service descriptions, units, effective dates and tax treatment.

An event budget needs a clear distinction between quoted, contracted and actual spending. Group venue, catering, equipment, labour, promotion and contingency separately so changes in attendance can be assessed.

Prepare a deposit batch with a clear breakdown of cash, cheques and supporting references.

An expense spreadsheet is most helpful when category, transaction date, vendor, amount, tax, reimbursable status and payment method are separate fields.

A short price list should group products or services logically, show a currency, and state the unit or package being sold.

‘Pro forma’ describes a projected or illustrative document, but a pro forma invoice, budget and financial statement serve different purposes.