Search results: client advisory

• 

  Client Advisory Pack

  Client Advisory Pack (Excel) — Monthly FP&A Reporting Engine for Accounting Practices

  management reportingclient advisoryaccounting practiceadvisory servicespractice growth

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  $185.00

  by StatimFP&A
• 

  Cash Flow Advisory - The Why, How & What?

  Cash flow advisory is highly variable (cash flow can be impacted by many different factors and the tools and skills are difficult to find. Look no further.

  cash flowfinancial modellingmodellingcash flow modellingadvisory

  327Discussadd_shopping_cart

  $299.00

  by Lance Rubin
• 

  MEEM Client Relationships Valuation Model - CAC, Churn & Excess Earnings

  An Excel valuation model for estimating client relationship value using the Multi-Period Excess Earnings Method, with contributory asset charges and sensitivit

  valuationchurncacpurchase price allocationmeem

  44Discussadd_shopping_cart

  $45.00

  by Finance Cell
• 

  Client Tracker Spreadsheet | Customer Task Management | Customer Follow-Up Sheet | Simple CRM | Google Sheets Template

  A simple Client Tracker Spreadsheet. All-in-one file to manage customer tasks and communication actions. Provided in Google Sheets with online access.

  google sheetsclient managementclient trackerclient task managementcustomer follow-up sheet

  850Discussadd_shopping_cart

  $15.00

  by Elif Çağlan
• 

  How To Get New Clients

  This video will talk you through the "secret" to attracting new clients.

  salesoptimizationconversionmarketplacegenerating leads

  302Discuss

  free

  by Doc Stoc TV
• 

  Prince2 & Agile Weekly / Monthly Project Status Report for Client / Internal reporting of Project Health, 3 formats

  Prince2 & Agile project status report template in 3 PPT formats. Ideal for client & internal reporting of project health, risks, milestones & progress.

  matrixriskreportprojectinternal

  313Discussadd_shopping_cart

  $28.00 $21.00

  by Mark Whitfield
• 

  Client Tracker

  Client Tracker - client spreadsheet - CRM dashboard - CRM - CRM spreadsheet - client organizer - client dashboard - client planner

  small businessclient managementtask trackerbusiness plannerbusiness tracker

  79Discussadd_shopping_cart

  $5.00

  by Aman Khan
• 

  Startup Loan Brokerage Financial Model (Mortgage, SBA & CRE + Capital Advisory)

  This model was built to perform a 5-year financial feasibility study of a new loan brokerage business. It also has the capability to model capital advisory.

  income statementbalance sheetinvestment bankingfinancial statementsstartup financial model

  98Discussadd_shopping_cart

  $70.00

  by Jason Varner
• 

  Freelancer Business Planner – Budget, Debt, Clients & Taxes Excel Template

  An 8-tab Excel & Google Sheets system designed for irregular income. Tracks income, clients, expenses, baseline budgeting, debt payoff, savings, and taxes. Prot

  small business financedebt payoff plannerfreelancer budget templateirregular income trackerexpense tracker spreadsheet

  New!Discussadd_shopping_cart

  $5.00

  by Mimi Deipz
• 

  How to better manage creative projects with your clients in 5 tips

  This Best Practice provides you with 5 top tips to better manage creative projects with your clients.

  communicationproject managementcolaborative tools

  111Discussadd_shopping_cart

  free

  by Wimi Academy
• 

  The Truth About Winning Clients Doctrine

  Turn expertise into demand ‘without selling’

  salesmarketingconsultingbusiness developmentclients

  24Discussadd_shopping_cart

  $199.00

  by P
• 

  The Truth About Winning Clients Doctrine (FREE)

  Turn expertise into demand ‘without selling’

  salesmarketingconsultingservicesb2b

  19Discusslibrary_add

  free

  by P
• 

  Sales/Business Development Advisory Agreement Template

  An easy-to-use document that will help you set out the expectations of your Sales Advisor with your business

  business plan templateadvisor agreementsales advisorsales advisory agreementbusiness development advisor

  1,638Discussadd_shopping_cart

  free

  by Bad Ass Advisors
• 

  How To Get More Clients

  Adam Erhart explains in a simple 7 step process how you can obtain more customers for your business.

  salesmarketingleadsgetting more clientsauthority

  156Discuss

  free

  by Adam Erhart
• 

  Management Consulting - Changing Paradigm. A Thought Leadership Paper by Fin-Wiser Advisory.

  Thought leadership paper on Management Consulting -Origin, evolution and Transformation

  consultantmanagement consultingthought leadershipprocess managementprocess mapping

  430Discussadd_shopping_cart

  free

  by Finwiserr
• 

  Stage 2 (2022) "Client's Model"

  This is a real-life example of an FMWC stage case.

  financefinancial modelingfmwcfinancial modeling case study

  213Discussadd_shopping_cart

  $20.00

  by Financial Modeling World Cup
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