Family Budget Template

There are a lot of apps on the market to help with family budgeting but for those of you that prefer Excel, this is a good one to use.


Add to your library and give it out to clients.

Free, unlimited use of the “Average Salary Statement”.

Effective September 1, 2014 - enjoy free, unlimited use of the “Average Salary Statement”.


You can charge for it…Its not an official reasonable compensation opinion but, you can use this statement to help determine a fair salary for business valuation, resource planning, and for your client’s non-owner employees.  It will give you the weighted average salary for a variety of job activities (e.g. Architect that splits time between doing sales, clerical and architectural services…a proper valuation of his time requires a weighted average of the three activities).  Click here for free access.

Free Marketing Budget Template


    What’s the “All-In” cost of a marketing campaign?

    Which marketing projects have the highest ROI?

If your clients are like mine, they jump into the latest and greatest marketing idea without much planning…often too much time and money is invested with little return.  Here is a simple template to get them started down the path of using data and planning to help drive their marketing projects…

Free to download.  Click here (excel format): 

Marketing Budget with Graph

Some Consulting Opportunities for CPAs:  1. Help your clients by adding to this template and include costs such as in-house employee time per project; 2. Set up tracking correlations between marketing initiatives and changes in sales; 3. Advise on processes for computing sales projections.