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  2. The Perfect One-Page Financial Plan Template - AOL

    www.aol.com/perfect-one-page-financial-plan...

    The post One-Page Financial Plan Template for Your Clients appeared first on SmartReads by SmartAsset. When clients come to you for financial advice, they may appreciate having it related in the ...

  3. Business plan - Wikipedia

    en.wikipedia.org/wiki/Business_plan

    A business plan is a formal written document containing the goals of a business, the methods for attaining those goals, and the time-frame for the achievement of the goals. It also describes the nature of the business, background information on the organization , the organization's financial projections, and the strategies it intends to ...

  4. List of Microsoft Office filename extensions - Wikipedia

    en.wikipedia.org/wiki/List_of_Microsoft_Office...

    Excel-related file extensions of this format include:.xlsx – Excel workbook.xlsm – Excel macro-enabled workbook; same as xlsx but may contain macros and scripts.xltx – Excel template.xltm – Excel macro-enabled template; same as xltx but may contain macros and scripts; Other formats Microsoft Excel uses dedicated file formats that are ...

  5. Financial statement - Wikipedia

    en.wikipedia.org/wiki/Financial_statement

    "The objective of financial statements is to provide information about the financial position, performance and changes in financial position of an enterprise that is useful to a wide range of users in making economic decisions." Financial statements should be understandable, relevant, reliable and comparable.

  6. Pro forma - Wikipedia

    en.wikipedia.org/wiki/Pro_forma

    For example, when a transaction with a material effect on a company's financial condition is contemplated, the finance department will prepare, for management and board review, a business plan containing pro forma financial statements demonstrating the expected effect of the proposed transaction on the company's financial viability.

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