Jason Varnersmarthelping.com - Freelancer - I make my living working in Excel and G-sheets. Follow 134
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Jason Varner
smarthelping.com - Freelancer - I make my living working in Excel and G-sheets.
Follow 134
BioGraduated with a major in Accounting back in 2011. My career took some twists and turns from there. I ended up getting into freelancing and building real estate models. From there I built up skills in automated tracking and reporting as well as fine tuning my financial modeling skills with all kinds of business logic.
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Industry Specific Financial Models
Startup Financial Models
Real Estate Finance
Financial Projections Models
Financial Forecasting Models
Inventory Management
Automotive Business
Software-as-a-Service (SaaS)
Sales -
Cash Flow
Logistics & Supply Chain Management
Venture Capital
Personal Finance
Discounted Cash Flow (DCF)
Human Resources
Retail Finance
Sensitivity Analysis
Marketplaces
Manufacturing
Project Management
Income Statement
Productivity
KPI Dashboards
Mobile App Finance
Waterfall Charts
Loan Amortization
Amortization & Depreciation Schedule
Break-Even Analysis
Freemium
Private Equity
Finance
Budgeting Excel
E-Commerce Financial Models
Customer Acquisition
Advertising
Financial Modeling
Agriculture Finance
Accounting
Mining Financials
Marketing
Restaurant Finance
Three Statement Financial Models
Balance Sheet
Corporate Finance
Management Consulting
Debt Schedule
Valuation Models
Cost Analysis
Performance Reviews & Appraisals
Gold Mining (or other metal) Excel Financial Model
Model up to 50 years of mining activity with up to 28 types of materials going at once.2,3243add_shopping_cart$45.00Document / Project Tracking Template
This is a basic template that shows the number of days events take to complete.242Discussadd_shopping_cartfreeUsed Car Dealership - 5 Year Pro-Forma Excel Financial Model
A bottom up financial model to forecast the revenue, expenses, and cash flows of a used car dealership startup business.2,927Discussadd_shopping_cart$45.00The Complete Venture Capital Bundle
This bundle of Venture Capital financial Excel models combines effective valuations, analysis and forecasting.1,443Discussadd_shopping_cart$249.00Freemium Model with CaC Payback - 5 Year Forecast
Forecast a 5-year financial plan based on logic specific to the freemium strategy.366Discussadd_shopping_cart$45.00Inventory Tracking Excel Template - Multiple Locations
Manage inventory that moves back and forth between multiple locations (up to 21).4,7362add_shopping_cart$45.00Orchard (Apple or Otherwise) Excel Financial Model
Bottom-up financial projections for an orchard (apple or otherwise).6002add_shopping_cart$45.00Real Estate Investment Trust - 20 Year Financial Excel Model
A 20-Year model with easy plug-in assumptions to test various scenarios.396Discussadd_shopping_cart$35.00Golf Course - Startup Excel Financial Model
A financial model template designed to improve your golf course business plan.6674add_shopping_cart$125.00Dashboard for Job Costing / Performance Tracking
Easily view two charts that will show hours worked / value of hours over a 12-month period.447Discussadd_shopping_cart$40.00Survival Cash (personal or business) - Free Google Sheet Template
Track how long your current cash sources / funding sources will last over a 36 month period.42Discussadd_shopping_cartfreeKPI Tracking Excel Template
A template that shows some structured columns about sales of various skus and how that can be used for KPI tracking.1,8401add_shopping_cartfreeNetwork/Marketplace Startup 5-Year Financial Model with Cap Table
Plan out the assumptions for a startup network and see what the 5-year forecast looks like.1,881Discussadd_shopping_cart$45.005-Year SaaS Startup Excel Financial Model: 4 Pricing Tiers + Advanced Metrics
A straight forward approach to build financial projections for a SaaS startup business.3,0682add_shopping_cart$45.00Mobile App / Website - 5 Year Recurring Revenue Excel Model Template
A financial forecasting excel model template for apps or websites that have recurring paid subscribers.2,597Discussadd_shopping_cart$125.00Fitness Center/Gym: Startup Financial Model - 10 Year
A tool to help forecast the cash flow and cash requirement of starting a gym or fitness center.1,211Discussadd_shopping_cart$45.00Lending as a Service (LaaS): Running and Exit Financial Excel Model - 10 Year
This model is specific for a lending marketplace operator (Peer2Peer).796Discussadd_shopping_cart$95.00Economic Feasibility Forecast: Manufacturing Plant
A 10-year financial model designed for general manufacturing of nearly any kind of widget(s).24511add_shopping_cart$70.00Inventory Cash Flow Management - Up to 36 Month Forecast
A way to plan out cash requirements for inventory purchases based on expected sales and seasonality.1,237Discussadd_shopping_cart$45.00Model Up to 40 Mobile Home Park Acquisitions and/or Developments Over 16 Years
Aggregate financial planning for the acquisition or building of up to 40 mobile home parks on the same timeline.1,213Discussadd_shopping_cart$170.00Retail Industry: 5-Year Financial Excel Model
To forecast financial projections within any type of retail industry that sells various skus.1,3992add_shopping_cart$125.00Equipment Rental - 10 Year Cash Flow Excel Model
The Equipment Rental business is a cash flow business. This bottom up forecast will help you craft scenarios.1,511Discussadd_shopping_cart$45.00Recycling Business - 10 Year Financial Excel Model
Specific revenue and expense logic designed for recycling used goods and selling them for a profit.5593add_shopping_cart$45.00Product-as-a-Service (PaaS) - Strategic Business Modeling Planner Excel Model
This is a startup financial model geared directly for a product-as-a-service business.508Discussadd_shopping_cart$70.00Inventory Manager for Re-Order Planning Excel Model
Help control and organize inventory re-ordering.437Discussadd_shopping_cart$40.00Preferred Equity - Waterfall Excel Model
This is a financial template that lets the user see the effects of preferred equity logic for up to a 10-year period.1,383Discussadd_shopping_cart$45.00Profit & Loss and Cash Flow Tracking (Weekly, Monthly, Annually) Template
Tracking profit and loss as well as cash position in real-time. Includes automated graph/visual updates.7584add_shopping_cart$45.00Preferred Return - Annual Waterfall - Includes Shortfall Repayment Option and More
A 10-year tool to help split cash flows between a sponsor and investor pool based on a defined 'true' preferred return.294Discussadd_shopping_cart$40.00Dynamic Scaling Model - Up to a 12 Location Franchise
A highly dynamic financial model related to opening up franchise locations over time.832add_shopping_cart$45.00Customer Relation Manager - 6-Stage Tracker Model
Manage the tracking of your customer relationships from initial lead all the way to closed and possible churn.223Discussadd_shopping_cart$45.00FIFO-Based COGS Inventory Valuation Template in Excel
This is a great tool for anybody working in Accounting and trying to save time on inventory valuation calculations.2,918Discussadd_shopping_cart$95.00Hair Salon - 10 Year Excel Financial Model
A financial planning tool designed specifically for the logic needed to project revenue and costs for a hair salon.546Discussadd_shopping_cart$45.00Multi-family Real Estate - Joint Venture Model - IRR Hurdles, Refinancing, and Exit Assumptions
Model up to a 10 year annual pro forma that caters to the specific assumptions related to multi-family real estate.140Discussadd_shopping_cart$45.00Pawn Shop 5 Year Business Excel Financial Model
Enter assumptions directly related to the startup and operation of a pawn shop in order to see up to 5 year projections.961Discussadd_shopping_cart$45.00Enterprise Sales Pipeline Planning Spreadsheet - With Contract Renewal Probability
Set various enterprise contract details and define % to renewal in order to see various 5 year total contract values.258Discussadd_shopping_cart$45.00Mobile App Financial Model - 5-Year Forecast - Freemium
A model designed specifically for a startup mobile app. Drive assumptions to test various scenarios.2572add_shopping_cart$70.00Janitorial Service Business: Financial Model - 5 Year
A financial model for any kind of people-based service business. This is geared toward a janitorial cleaning service.434Discussadd_shopping_cart$45.00Hiring Plan - 5-Year Ramp-Up Financial Model
A tool to estimate hiring needs per 3-month forward revenues.6473add_shopping_cart$45.00Cost per Unit (Manufacturing) Sensitivity Analysis Financial Excel Model
A simple, but helpful tool that helps a manufacturer plan various price points.687Discussadd_shopping_cart$45.00ATM Machines - 10 Year Financial Excel Model Template
Scale out the purchase of ATM machines at various locations with deal level variable configuration.644Discussadd_shopping_cart$45.002 Hurdle Preferred Equity Waterfall - Repay Equity>Attain ROI Target
A dynamic joint venture waterfall model with 3 cash flow splits across 2 hurdles. Up to 10 years on an annual basis.128Discussadd_shopping_cart$95.00Inventory Tracking Excel Template - Single Location - COGS Logic
An inventory management excel template designed for 1 location and focuses on deriving a cost of goods sold per sku.1,099Discussadd_shopping_cart$45.00Financial Projections Excel Model Driven by Account Executive Performance/New Hires
Drive revenue projections based on how you think your account executives will perform over time. Extensive assumptions.257Discussadd_shopping_cart$95.00Food Truck Financial Excel Model (10 Year)
Build a bottom-up style business case for starting your own food truck.1,146Discussadd_shopping_cart$45.0010-Year Joint Venture Excel Real Estate Model with Refi Logic
A detailed real estate model designed to be used to estimate future cash flows to the sponsor and investor(s).7634add_shopping_cart$40.00Accounts Receivable and Payable Invoice Tracking Excel Model Template
Track who owes you money and how much as well as well as how much you owe and to who. Aging reports included.1,593Discussadd_shopping_cart$45.00World Class SaaS Model - Growth Driven by Headcount Ratios and Quota Attainment
This is a general 5-year SaaS financial model that runs on assumptions that determine ratios as well as deal quotas.254Discussadd_shopping_cart$95.00Real Estate Development Budgeting - Advanced
A new look at financial modeling. Real estate development template for budget vs. actual per line item.111Discussadd_shopping_cart$45.00Tangible Good Rental Business: 5-Year Startup Financial Model / DCF Analysis
Configure assumptions to build a 5-year monthly and annual pro-forma and DCF Analysis.19Discussadd_shopping_cart$45.00Marketing ROI - Recurring and/or Irregular Revenues Excel Model Template
Track the actual ROI of your marketing spend over time.172Discussadd_shopping_cart$45.00Startup 3-Statement Financial Model - General Use - Excel
This is a general use 3-statement financial model with monthly and annual views.430Discussadd_shopping_cart$45.00Internet Marketing Math: Excel Calculator and Sensitivity Analysis
A financial model for affiliate marketers or direct internet marketers that helps show profit based on PPC ads.24Discussadd_shopping_cart$45.00Excel Calculator: Full Loan Pay Off or Invest it All
Compare the effects of paying off all your loans right away or using that money to invest with.351Discussadd_shopping_cart$20.00Consultancy / Agency - 5 Year Financial Model in Excel
All the logic needed to build a 5-year financial forecast for a consultancy firm.60Discussadd_shopping_cart$70.00Human Resources Planning Tool in Excel: Headcount Requirement Forecasting
A simple tool that makes forecasting headcount requirements easier for HR departments.1,307Discussadd_shopping_cart$45.00Salesperson Commission Sensitivity Analysis
Visualize the impact for salesperson and company when using fixed rate commission vs. tiered rate commission structure.35Discussadd_shopping_cart$45.00The Complete Real Estate Bundle
This Real Estate bundle contains a combination of tools for calculating loans, investments and budgets for property.2655add_shopping_cart$150.00Residential and Commercial Security Monitoring Service - Startup Financial Excel Model - 5 Year
Build a financial forecast with revenue and expense logic geared toward the security monitoring services industry.105Discussadd_shopping_cart$95.00Simple In/Out Inventory Management Excel Template - 1 Location -
This excel model will help you track the quantity and value of your inventory.4,330Discussadd_shopping_cart$45.00Dry Cleaning Business: Startup Pro-Forma Excel Model
Forecast revenues and expenses of a dry cleaning business with unique business logic specific to the industry.828Discussadd_shopping_cart$45.00Kiosk - 3 Year Startup Financial Excel Model
Revenue and cost logic specific to running multiple kiosks.250Discussadd_shopping_cart$45.00Retirement Planner Excel Model - Cash Flow Forecasting with Inflation Adjustment
Create an income generating schedule as well as budget your expenses for retirement.990Discussadd_shopping_cart$45.00Zoo / Park / Aquarium - Construction and On-Going Operational Cash Flow Model
This model includes financial assumptions and logic specific to constructing and running a Zoo or similar operation.138Discussadd_shopping_cart$40.00Pro To-Do List Tracker - Recurring
Keep track of your recurring to-do list items.100Discussadd_shopping_cart$45.003D Printing (B2C) Excel Financial Model
A 5-year monthly and annual template to plan out the startup and financial performance of a 3D Printing B2C business.108Discussadd_shopping_cart$40.00eCommerce 5-Year Financial Model: Ad Spend / Partnerships / Organic Sales Channels
A complete 5-year financial model for the eCommerce space.90Discussadd_shopping_cart$40.00Loan Pay Back Optimizer - Excel Model
Enter an extra payment allocation and see how this effects your total repayment across multiple loans.365Discussadd_shopping_cart$25.00Budget to Buy a Home: Excel Tool
A self explanatory personal finance template to help anyone who is saving for a house.150Discussadd_shopping_cart$20.00Religious Organization 5-Year Financial Planner
Specific logic related to forecasting the finances of a religious organization / church.124Discussadd_shopping_cart$45.00Sales Gap Planner - Annual
A dashboard that shows your expected annual billings compared to your annual revenue goal.75Discussadd_shopping_cart$45.00Employee Scheduling Excel Template (30 minute blocks over 7 days)
This is an Excel tool for managers to better plan weekly schedules for their employees.136Discussadd_shopping_cart$45.00KPI Dashboard: Grading Your Metrics - Excel Template
This is a tool to help any organization track the health of their business across many operational departments.260Discussadd_shopping_cart$40.00Depreciation Compare Tool: Straight Line vs. Double-Declining Balance
Compare the two main types of depreciation as well as see a schedule that runs up to 30 years.109Discussadd_shopping_cart$40.00General Retail Model - Dynamic Scaling Logic
Build a financial plan designed for the launch of up to 25 retail locations at varying start months.42Discussadd_shopping_cart$45.00Enterprise SaaS Financial Model - Up to 3 Contract Configurations
A 5-year monthly and annual financial model for enterprise SaaS organizations.96Discussadd_shopping_cart$160.00Startup or Ongoing Ad Network Financial Model
5-year monthly and annual financial summary driven by ad network specific assumptions.42Discussadd_shopping_cart$45.00Driving Range - Capacity Driven Model
Capacity driven 10-year financial model specifically relating to building and operating a driving range.16Discussadd_shopping_cart$45.00Car Dealership Salesmen: Customer Pipeline Tracker
An Excel or Google Sheet template that can be used by salespeople to keep track of their win rate, leads, and more.20Discussadd_shopping_cart$45.00Car Wash Model - Includes Seasonality
Plan out the investment required and operations of 1 or more car wash tunnels/bays.17Discussadd_shopping_cart$45.0010-Year DCF Analysis with Robust Sensitivity Tables and IRR
Input expected cash flows for up to 10 periods and up to 6 discount rates to view the resulting DCF analysis.40Discussadd_shopping_cart$45.00Google Sheet Business Tools
Includes all the best Google sheet templates I have built over the years.14Discussadd_shopping_cart$369.0010-Year Lending Business Startup Model: Scaling 3 Loan Types
A lending business startup financial model with 10-year monthly and annual outputs. Includes 3-statement model.31Discussadd_shopping_cart$70.00SaaS Metrics Excel Template - Learn How to Calculate and Track Actuals
A simple tool for any SaaS business to track their most important metrics over time. Advanced LTV calculations.30Discussadd_shopping_cart$45.00Integrating Inventory Into a 3-Statement Financial Model
This template is designed to illustrate how the inventory account effects all areas of a 3-statement financial model.20Discussadd_shopping_cart$45.00Lending Model for Peer-to-Peer Platform Participation
Model for tracking returns via lending money to borrowers on platforms that connects borrowers and lenders (P2P lending)19Discussadd_shopping_cart$40.00Auto Repair Services and Tire Shop: DCF Analysis
Plan out all the startup and operating assumptions over 5 years. Monthly and annual summary report outputs.11Discussadd_shopping_cart$115.00Self Storage Equity Ramping through Multiple Funds: Excel Financial Model
Self storage investment analysis for up to 6 separate joint ventures displayed individually and in aggregate for LP/GP.17Discussadd_shopping_cart$45.00Cash Conversion Cycle (CCC) Quarterly Tracker Template in Excel
Keep track of the most important key metric for any inventory-based business. This metric measures cash efficiency.New!Discussadd_shopping_cart$40.00
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