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Balanced Scorecard Workshop

user002 2/5/2008 | 7.5 (2) | 541 | 141 | 0 | English

1Balanced Scorecard WorkshopPresented by:Matt H. Evans, CPA, CMA, CFMPublic Sector Retreat on Malcolm Baldrige Performance Excellence2Purpose of the Workshop.Introduce the Balanced Scorecard to the Organization.Make sure everyone understands how the scorecard works.Communicate how the Balanced Scorecard fits with the Malcolm Baldrige Model of perfo  ... more>>

Glossary of Financial Valuation and Accounting terms

msheridan72 10/3/2007 | 7 (2) | 3388 | 256 | 2 | English

Glossary of Terms for Corporate Valuation Accounting consistency Balance sheets balance, and income statements are consistent with retained earnings on the balance sheet. Accruals Amounts owed for salary, taxes, and other items, but not yet paid. Accrual basis accounting An accounting convention in which revenue and most costs are recognized w  ... more>>

W-4 2007

anonymous 10/18/2007 | 7 (1) | 2172 | 26 | 1 | English

Form W-4 (2007) Purpose. Complete Form W-4 so that your employer can withhold the correct federal income tax from your pay. Because your tax situation may change, you may want to refigure your withholding each year. Head of household. Generally, you may claim head of household filing status on your tax return only if you are unmarried a  ... more>>

Budgeting Template

user002 2/5/2008 | 7 (1) | 397 | 73 | 0 | English

BUDGETING TEMPLATE 1. 3. 6. The following provides a brief set of instructions for the completion of the Budgeting Template and associated Salary Calculation and Non-Salary Calculation Spreadsheets. If assistance is needed please contact your Business Office Projects can be costed over 5 years or as a total project. Choose the appropriate option fr  ... more>>

Building the Balanced Scorecard

user002 2/5/2008 | 7 (1) | 413 | 82 | 0 | English

2/12/2008Matt H. Evans, CPA, CMA, CFM1Building the Balanced Scorecard2/12/2008Matt H. Evans, CPA, CMA, CFM2Introduction ?Balanced Scorecards provide a framework for communicating strategy in operating terms (measurements and targets).?You must communicate strategy in operating terms if you expect people to execute on your strategy.?When people are  ... more>>

betawacc Weighted Average Capital Cost

cshieyiez 1/21/2008 | 7 (1) | 266 | 15 | 0 | English

Sheet1 4ESTIMATING THE WEIGHTED AVERAGE COST OF CAPITAL Input cells are in yellow. Comparable Companies Firm 1 Firm 2 Firm 3 Average DATA Amount of equity 200.00 200.00 300.00 Amount of debt 100.00 200.00 200.00 Tax rate 0.40 0.35 0.38 Equity beta $1.10 $1.25 $0.90 RESULT 1+ (1-T)D/E $1.30 1.00 1.00 $1.65 1.00 1.00  ... more>>

Risk and Audit universe example

griff21 2/23/2008 | 7 (1) | 885 | 156 | 0 | English

The purpose of this spreadsheet is to demonstrate how a list of risks can be used to generate an audit plan. The IIA standards (2010.A1) states, "The internal audit activity's plan of engagements should be based on a risk assessment, undertaken at least annually. The input of senior management and the board should be considered in this process."  ... more>>

Excel Formulas Help

ianonline 10/31/2007 | 6.9 (13) | 22276 | 1856 | 5 | English

The following document should help you in learning many different excel formulas.  ... more>>

Progressional Invoice Billing Template for Consultants Free Excel Template

bamafun 5/23/2008 | 6.5 (4) | 1952 | 234 | 1 | English

Progressional Invoice Billing Template for Consultants Excel Template - Download and customize free and instantly  ... more>>

Credit Inquiry

rusty 9/19/2007 | 6 (1) | 523 | 27 | 0 | English

Use this form to verify credit references. when customers request credit terms.  ... more>>

Business Startup Expense Worksheet

rambling 7/9/2007 | 5.6 (6) | 9672 | 541 | 3 | English

Development Budget Worksheet Startup Costs Actual Budgeted Accounting Services Advertising and Promotion for Opening Architectural Design Decorating Deposits for Utilities Estimated Taxes Headhunting or Other Hiring Costs Installation of Equipment Legal Costs Licenses and Permits Moving P  ... more>>

Project Schedule - Gantt Chart

balazon 1/8/2008 | 5 (4) | 1617 | 299 | 2 | English

Project Schedule -Gantt Chart (48-Week Window) Version 4.0 Yellow cells = cells for data entry. WBS Tasks Owner Plan Start Plan Finish Days FTEs Hrs. 1 Project Name 1886 1.1 Project planning & prep 3-May-05 1-Aug-05 1.1.1 Supervison & coord Sue 3-May-05 1-Aug-05 65 0.40 208 1.1.2 Develop plan Sue 4-May-05 28-May-05 19 0.30 46 1.1.3 Develop budget B  ... more>>

Portfolio Optimization Dynamic Chart

Ellavemia 12/26/2007 | 5 (2) | 714 | 144 | 0 | English

Sheet3 Sheet2 Sheet1 A B C. Delta Gamma Mean Ones R. VarCov Inputs Expected Risky Asset 1 Risky Asset 2 Return Standard Deviation Outputs Efficient Trade-off Line Trade-off Curve Optimal Comb. Eff Trade-off Line Exp Ret Curve Risky Asset 3 Risky Asset 4 Risky Asset 5 Correlations Standard Deviations Variances and Co  ... more>>

12-Month Profit and Loss Projection

jeffsperry 1/3/2008 | 5 (1) | 183 | 27 | 0 | English

PnL projection % YEARLY % Enter your Company Name here IND. % Category 1 Category 2 Category 3 Category 4 Category 5 Category 6 Category 7 Outside services Supplies (office and operating) Repairs and maintenance Advertising Car, delivery and travel Accounting and legal Rent Telephone Utilities Insurance Interest Other  ... more>>

Break-Even Chart[2]

balazon 1/8/2008 | 4 (1) | 230 | 12 | 0 | English

Break-Even Analysis Break-Even Point (units) = 2,000 Break-Even Point ($'s) = $10,000 Total Fixed Costs TFC = $3,000 Formulas: Variable Cost per Unit VCU = $3.50 BEP (units) = TFC/(SPU-VCU) Sales Price per Unit SPU = $5.00 BEP ($'s) = BEP (units) * SPU ($5,000) $0 $5,000 $10,000 $15,000 $20,000 $25,000 0 400 800 1,200 1,600 2,000 2,400 2,800 3,200  ... more>>

   
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