Finance & Accounting

This Pricing List template is used by businesses to formally present their product or service offerings along with their corresponding prices to prospective clients or for internal record-keeping. It is suitable for any business needing to clearly outline their charges.

This document provides a formal board resolution template for South African SMEs to approve the purchase of new equipment, ensuring compliance and proper record-keeping.

This Depreciation Worksheet is used to calculate and track the depreciation of assets over their useful life, essential for accurate financial reporting and tax calculations. It helps document asset details, depreciation methods, and annual depreciation expenses.

This budget planner template helps businesses track their income and expenses over a specified period. It is ideal for financial planning, monitoring cash flow, and making informed financial decisions.

Template from the Finance & Accounting catalogue. Edit to customise.

This template is a formal record of a board of directors meeting where the annual financial statements of the company are approved. It should be used after the financial statements have been prepared and audited (if applicable) and are ready for official endorsement by the board.

Template from the Finance & Accounting catalogue. Edit to customise.

This template is used to issue a refund to a customer for merchandise that has been returned. It details the returned items, the refund amount, and the method of refund.

This template outlines strategies and provides actionable steps for businesses in Southern Africa to increase their revenue and profitability. It is intended for entrepreneurs and business owners looking to grow their ventures.

This Software Maintenance Agreement outlines the terms and conditions for the provision of maintenance and support services for a software product between a service provider and a client. It is suitable for businesses offering ongoing software support.

This Operating Budget template provides a structured framework for businesses to plan and manage their financial performance over a specific period, typically a fiscal year. It helps in forecasting revenues and expenses to ensure resource allocation aligns with strategic goals.

This checklist helps businesses evaluate the financial implications and strategic advantages of leasing versus purchasing assets. It is designed to guide decision-makers through key considerations when acquiring new equipment, vehicles, or property.

This Delivery Note serves as proof of delivery for goods dispatched from a supplier to a customer. It details the items delivered, quantities, and serves as an acknowledgment of receipt by the customer.

This template is used by businesses to reconcile statements received from suppliers with their internal accounts payable records. It helps identify discrepancies, ensuring accurate payment processing and maintaining good vendor relationships.

This template is used to formally document the mutual agreement between a landlord and a tenant to terminate a lease agreement before its original expiration date. It outlines the terms and conditions of the cancellation.

This checklist provides a structured approach to managing all critical tasks involved in launching a new product, ensuring all aspects are covered from development to market release and post-launch review.

This checklist ensures all necessary documentation for vendor and supplier files is complete and accurately maintained, facilitating compliance and efficient vendor management. It should be used when onboarding new vendors or conducting periodic reviews of existing vendor files.

This template is used to formally request a refund for a duplicate payment made to a vendor or service provider. It helps streamline the process of recovering overpaid funds.

This contract template outlines the terms and conditions for the manufacture and sale of goods between a manufacturer and a buyer. It is suitable for businesses engaged in custom production or supply agreements.

This template outlines effective record-keeping strategies specifically designed for side businesses to maximize profits and ensure financial clarity. It provides a structured approach to managing income and expenses.

This template is used by a business to formally request the replacement of a lost, damaged, or expired check issued for a pending order. It ensures clear communication and proper record-keeping for accounting purposes.

This document is used to formally return goods that were supplied on an approval basis. It details the goods being returned and the reasons for their return, ensuring proper record-keeping and facilitating a smooth return process.

This template outlines the essential steps and considerations for setting up an e-commerce shopping cart for a small to medium-sized enterprise (SME) in Southern Africa. It guides users through critical decisions and configurations to establish an effective online sales platform.

This document outlines potential financial and accounting strategies for Small to Medium-sized Enterprises (SMEs) to optimize their financial performance and ensure compliance. It is designed to be a comprehensive guide for businesses looking to enhance their financial management.

This document provides a comprehensive business plan for a tax preparation company, outlining its strategies, market analysis, and financial projections. It is suitable for new ventures or expanding businesses seeking funding or strategic direction.

This SEO Proposal outlines a strategy and services to improve a client's search engine ranking and online visibility. It is used by SEO agencies or consultants when pitching their services to potential clients.

This template provides a checklist for conducting equipment inventory. It is used to systematically record and track all company-owned equipment.

This template is a comprehensive agreement for the provision of website design, hosting, and commercial services. It is suitable for businesses engaging a service provider for their online presence.

This checklist assists small and medium-sized enterprises (SMEs) in Southern Africa to assess their financial health regularly. It covers key financial areas, helping businesses identify strengths and weaknesses to ensure sustainable growth.

This worksheet helps businesses define and understand their target market segments, including demographics, psychographics, and needs. Use it when developing marketing strategies or launching new products/services.