'No Questions Asked' Cash Flow Template - BUSINESS Tax Returns
Replicates how you work!
Need a 'quick', 'reliable' first cut at your customer's business cash flow using their tax return? Try our 'No Questions Asked' Cash Flow template.
You don't always have access to your customer (or their CPA) to ask questions about their business tax return. That's probably an understatement.
Our 'NQA' approach is meant to produce the customer's business cash flow primarily from the tax return without asking any questions. No questions, period.
FEATURES:
Calculates business cash flow primarily from the business tax return. The free cash flow of the business is often used in a 'global' cash flow approach - blending the cash flows of the business with the personal cash flow of the business owner. Works with: Regular, 'C' corporations (Form 1120),
'S' corporations (Form 1120S),
Partnerships (including multiple member limited liability companies taxed as partnerships filing Form 1065).
There is also a stand alone template for use with a Schedule C filed by the business as part of the owner's personal tax return. [ GO TO] -
Input
is referenced to actual line numbers on the various tax forms. Pick the number
off the tax return, enter it on the template, and move on. Simple.
Works with simple, and very complex tax returns. The more complex the return, the better. Microsoft's Excel based template (versions 97-03; 2007).You get both versions.
-
Once your customer's 'NQA'
cash flow is computed, you can use the power of Excel to 'fine tune'
the cash flow to reflect the customer's unique issues and the bank's
preferred cash flow policies. Annual updates are available each year. Tax forms change and the updated 'NQA' templates reflects these changes.
System requirements: Microsoft's Excel versions 97-03 or 2007. You get both versions.
From a user:
'Sometimes,
all I get is the most recent business tax return - I don't have the
luxury of 'glossy financial statements' prepared by the CPA. It
happens. Jellison's cash flow templates let me compute the
cash flow for the business 'quickly', and in a reliable fashion. I
learned about the templates by taking his on-line course, but we have
bankers who use it sans the course. The templates are easy to use'.
Price: $95
Order below
I need more information. How do I contact you?
Telephone: (952) 929.9444
Email
|
 'NQA' for use with the Schedule C
Sole Proprietorships and certain types of Limited Liability Companies
A sole proprietorship and a certain type of limited liability company file a Schedule C within the owner's personal income tax return.
Our Schedule C Excel template converts the numbers on the Schedule C to their cash flow components.
FEATURES:
- Input
is referenced to actual line numbers on the various tax forms. Pick the number
off the tax return, enter it on the template, and move on. Simple.
Microsoft's Excel based template (versions 97-03; 2007).You get both versions.
- Annual updates are available each year. Tax forms change and the updated 'NQA' templates reflects these changes.
System requirements: Microsoft's Excel versions 97-03 or 2007. You get both versions.
Price: $95
Order below
I need more information. How do I contact you?
Telephone: (952) 929.9444
Email
|
to students taking our live seminars, or using our on-line course delivery.
