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Kevin William David
The End-of-Year Business Toolkit β€” Checklists, templates, & resources to get ready for 2019.
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Is your business ready for 2019? The end of the year is nearly here, and there are important steps you need to take to close the year out properly.

This resource kit gives you what you need to do exactly that. And more importantly, you’ll get valuable templates to make sure that 2019 runs smoothly.

Replies
Siddharth Bharath
Excellent resource. The spreadsheets are really helpful!
Tim Whitehead
@siddharth87 thank you! We're really glad you're finding them beneficial.
Devin Rajaram
Clean and simple landing page, too! πŸ‘ŒπŸ’―
Stephanie Bowker
@devinrajaram Thank you! @laurent_ndg & @marie_brochier are responsible for it 😎
riad djabri
Wow !!! Thank you for the resources ! really useful :)
Tim Whitehead
Thanks @riad_djabri! Glad you are finding them useful :)
Joei Chan.
wow, thanks for sharing these resources. A few things to work on for next year! Great job Spendesk team!
Patrick Whatman
@joeei Happy to share! Thanks for the kind feedback.
Yam Regev
Just downloaded this one and it is full of gems, WOW! Loved "The Ultimate SaaS Churn Rate" spreadsheet in it!
Patrick Whatman
@yam_regev Thanks Yam. That's a Chartmogul special ;)
Sara Archer
Thanks @mrwhatman! @yam_regev -- we have a handful of other cheat sheets: https://chartmogul.com/resources/ credit to my colleague @mr_ed
Matthieu Gauthier
Grats @mrwhatman and others! Resource looks amazing πŸ˜‰
Patrick Whatman
@matthgauth Thanks champ!
JD Crabtree

Keep being a beacon.

Pros:

Another extremely informational piece from the ChartMogul team. Two thumbs up on anything they touch.

Cons:

None!

Karine Darbinyan
πŸ‘πŸ»πŸ‘πŸ»πŸ‘πŸ»
Alex Gordienko
nice)
Stephanie Bowker
Khachatur Gharibyan
Exactly what I want.Thanks
Jeorge Buckly
Looks really intersting, should try.
Debajit Sarkar
This tool-kit is a nuts-and-bolts primer on how a company should conceive and plan their finances. For a new or aspiring financial planner, this toolkit can save them from making the same mistakes so many of us make starting out. It's also a good reference to refer to whenever you get stuck on a project that requires basic understanding of financial principles.
Tim Whitehead
Thanks @kwdinc for sharing this! Hi everyone! The End-of-Year Business Toolkit has a bunch of simple resources to help make sure you start 2019 on the right foot. It has checklists and a short survey to send around the company to check that everyone's done what they need to do before they go on vacation. Then we've included some very helpful templates and an ebook to ensure that your businesses processes - especially financial! - are efficient and work well for the whole team. Chartmogul and Spendesk wanted to put all of these resources in one place, so you wouldn't have to go looking. Let us know what you think!
Bob Weishar
WOW!!!! SUPER helpful!
Patrick Whatman
@bob_weishar Thank you Bob. Happy to hear it!
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Putler
Hi everyone! This business toolkit help to start your business in the right way. But i know one more tool that helps to find what you exactly want for your business. And that Tool name is PUTLER that has to unique feature: * Customer segmentation * Revenue and customer forecasting * Team sharing * Quick filters and custom segments * Goal setting and tracking * Multiple currencies, multiple stores handling * Marketing and sales insights. You must try this!