Practical templates, scorecards, and financial tools designed to help business owners better understand their numbers and make more informed decisions.
A practical Excel dashboard designed to help dental clinic owners track revenue, payroll, profitability, cash flow, and other key financial indicators in one place.
A practical Excel dashboard designed to help physiotherapy clinic owners track revenue, clinician performance, payroll, profitability, cash flow, and other key financial indicators in one place.
A practical Excel scorecard to help contractors track revenue, margins, job profitability, direct costs, working capital, backlog and other key financial drivers.
A practical Excel forecasting tool designed to help business owners project weekly cash receipts and payments, anticipate potential cash shortfalls, and understand how changes in collections and expenses could affect their cash position.
A practical Excel calculator designed to help business owners understand the true cost of a potential hire, estimate the revenue required to support the position, model the impact on profitability, and stress-test the decision before committing.
A practical Excel diagnostic to help you assess profitability, cash flow, working capital, financial resilience and financial visibility — and identify areas that may deserve a closer look.
A practical Excel checklist to help you organize your month-end process, track outstanding tasks and make sure your financials are ready for management review.
A practical Excel diagnostic to help you understand why accounting profit and changes in cash aren't always the same — and identify what actually moved your cash.
A practical Excel calculator to help you understand contribution margins, test pricing decisions, calculate break-even points and see how changes in price, cost and volume affect profitability.
Vertex publishes new templates, scorecards and checklists as they're built. Have a request? Let us know.
Get in touchVertex Strategic Finance provides CPA-led accounting, financial reporting, and advisory support to owner-led businesses that want clearer financial information and better insight into performance.
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