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Systems and processes are the foundation for any well-run firm. Organization and discipline enhance the opportunity for creative freedom. Having data allows you to make decisions based on facts not just hunches. The following spreadsheets and templates have been refined over my 30 years in business.  These are a great starting point for you to customize the worksheets to reflect how your firm operates.

Accountability Chart

$ 49.95 USD

PROPOSAL TEMPLATE

$ 189.95 USD

POTENTIAL BILLING CALCULATOR

$ 189.95 USD

POST MORTEM PROJECT SUMARY & PROFITABILITY CALCULATOR

$ 19.99 USD

CHART OF ACCOUNTS

$ 89.95 USD

ANALYZER CLIENT/EMPLOYEE

$ 19.95 USD

ACTIVITY LIST

$ 89.95 USD

PROJECT BUDGET FEE AND TIME CALCULATOR

$ 189.95 USD

DASHBOARD – SCORECARD

$ 249.95 USD
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