Email Us: info@simplifyfinance.net

SELECTED DELIVERABLES

Sample work and deliverables.

A look at the reports, models and tools we build for clients. Client details are anonymised.

FEATURED WORK

Useful finance, built to be used.

Keep the label “Sample” where the work is illustrative. Replace sample titles with anonymised real engagements as they become available.

REPORTING

Management Accounts Pack

Monthly P&L, balance sheet, cash flow and KPI commentary.

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Monthly P&L, balance sheet, cash flow and KPI commentary.

Client details are anonymised. Ask us about the underlying process, assumptions and how this could be adapted for your business.

MODELS

Budget & Forecast Model

12-month driver-based model with scenario switch.

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12-month driver-based model with scenario switch.

Client details are anonymised. Ask us about the underlying process, assumptions and how this could be adapted for your business.

MODELS · SAMPLE

Business Valuation Model

22-sheet valuation workbook for a food and beverage business (sample case).

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22-sheet valuation workbook for a food and beverage business (sample case).

Client details are anonymised. Ask us about the underlying process, assumptions and how this could be adapted for your business.

TAX

UK Tax Workings

SA103 and CT600 working papers.

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SA103 and CT600 working papers.

Client details are anonymised. Ask us about the underlying process, assumptions and how this could be adapted for your business.

TAX

FBR Tax Return Templates

TY2026 templates for individuals and AOPs, with tax computation and WHT register.

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TY2026 templates for individuals and AOPs, with tax computation and WHT register.

Client details are anonymised. Ask us about the underlying process, assumptions and how this could be adapted for your business.

TAX

Fixed Asset Register

Depreciation schedule following FBR Third Schedule.

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Depreciation schedule following FBR Third Schedule.

Client details are anonymised. Ask us about the underlying process, assumptions and how this could be adapted for your business.

REPORTING

Construction WIP Schedule

Job costing and progress tracking.

View details →

Job costing and progress tracking.

Client details are anonymised. Ask us about the underlying process, assumptions and how this could be adapted for your business.

AUTOMATION

Bank Reconciliation Automation

Make.com and Google Sheets workflow.

View details →

Make.com and Google Sheets workflow.

Client details are anonymised. Ask us about the underlying process, assumptions and how this could be adapted for your business.

REPORTING

Management Accounts Pack

Monthly P&L, balance sheet, cash flow and KPI commentary.

View details →

Monthly P&L, balance sheet, cash flow and KPI commentary.

Client details are anonymised. Ask us about the underlying process, assumptions and how this could be adapted for your business.

REPORTING

Construction WIP Schedule

Job costing and progress tracking.

View details →

Job costing and progress tracking.

Client details are anonymised. Ask us about the underlying process, assumptions and how this could be adapted for your business.

TAX

UK Tax Workings

SA103 and CT600 working papers.

View details →

SA103 and CT600 working papers.

Client details are anonymised. Ask us about the underlying process, assumptions and how this could be adapted for your business.

TAX

FBR Tax Return Templates

TY2026 templates for individuals and AOPs, with tax computation and WHT register.

View details →

TY2026 templates for individuals and AOPs, with tax computation and WHT register.

Client details are anonymised. Ask us about the underlying process, assumptions and how this could be adapted for your business.

TAX

Fixed Asset Register

Depreciation schedule following FBR Third Schedule.

View details →

Depreciation schedule following FBR Third Schedule.

Client details are anonymised. Ask us about the underlying process, assumptions and how this could be adapted for your business.

MODELS

Budget & Forecast Model

12-month driver-based model with scenario switch.

View details →

12-month driver-based model with scenario switch.

Client details are anonymised. Ask us about the underlying process, assumptions and how this could be adapted for your business.

MODELS · SAMPLE

Business Valuation Model

22-sheet valuation workbook for a food and beverage business (sample case).

View details →

22-sheet valuation workbook for a food and beverage business (sample case).

Client details are anonymised. Ask us about the underlying process, assumptions and how this could be adapted for your business.

AUTOMATION

Bank Reconciliation Automation

Make.com and Google Sheets workflow.

View details →

Make.com and Google Sheets workflow.

Client details are anonymised. Ask us about the underlying process, assumptions and how this could be adapted for your business.

CASE STUDY TEMPLATE

A clear story behind every engagement.

Use this structure for each real project as anonymised engagements become available.

Client type: UK e-commerce retailer

Challenge: One sentence describing the finance or decision-making problem.

What we did:

Result: One measurable outcome, e.g. “Reduced month-end close from 12 days to 5”.

FREE TOOLS

Get a useful first view.

Request the full report through the enquiry form and we will help you understand what to do next.

◒

SME Health Scorecard

Quickly identify strengths, risks and the finance priorities that deserve attention.

⌁

Tax Savings Estimator

Explore potential tax-saving opportunities before discussing the details with us.

◎

Fractional CFO ROI Calculator

Estimate the value of clearer reporting, better cash visibility and senior finance support.

Want something like this for your business?

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Response Time: Within 8 Hours

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