13-Week Cashflow
From Amalgam: Pull from multiple sources to track past cash movements and project the next 13 weeks.
Amalgam Templates
Sales, COGS & Inventory
From Amalgam: Post entries for gross and net sales, cost of goods sold, and inventory.
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Financial Package
From Amalgam: Draw standard P&L and Balance Sheet reports to create formatted financial statements and a Dashboard.
Deferred Revenue
From Amalgam: Pull in raw revenue data, recognize it based on contract terms, and book journal entries directly into the general ledger
Fixed Assets & Depreciation
Gather fixed assets (or other purchases), depreciate (or amortize) them, and load those monthly or in a batch.
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Shopify Sales Insights
FROM AK CONSULTING: Easily extract powerful insights from your Shopify Orders Detail in only a few moments.
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Quickbooks 1099 Template
1099s are no fun, but they don’t have to be time consuming. Take the data you’ve already got in Quickbooks and filter it to make filing a snap.
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Form 1120 Template
This template quickly populates a Form 1120 starter sheet from which you can track adjustments and organize filing data.
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PortCo Comparison Template
Simplify the collection and tracking of consistent KPIs across portfolio businesses.
PortCo Comparison Template Read More »