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Kevin William David

The End-of-Year Business Toolkit - 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.

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Yam Regev
Just downloaded this one and it is full of gems, WOW! Loved "The Ultimate SaaS Churn Rate" spreadsheet in it!
Patrick Whatman
Maker
@yam_regev Thanks Yam. That's a Chartmogul special ;)
Sara Archer
Maker
Thanks @mrwhatman! @yam_regev -- we have a handful of other cheat sheets: https://chartmogul.com/resources/ credit to my colleague @mr_ed
Tim Whitehead
Maker
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!
Joei Chan.
wow, thanks for sharing these resources. A few things to work on for next year! Great job Spendesk team!
Patrick Whatman
Maker
@joeei Happy to share! Thanks for the kind feedback.
Devin Rajaram
Clean and simple landing page, too! 👌💯
Stephanie Bowker
Maker
@devinrajaram Thank you! @laurent_ndg & @marie_brochier are responsible for it 😎
Alex Gordienko
nice)
Karine Darbinyan
👏🏻👏🏻👏🏻
riad djabri
Wow !!! Thank you for the resources ! really useful :)
Tim Whitehead
Maker
Thanks @riad_djabri! Glad you are finding them useful :)
JD Crabtree

Keep being a beacon.

Pros:

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

Cons:

None!

Bob Weishar
WOW!!!! SUPER helpful!
Patrick Whatman
Maker
@bob_weishar Thank you Bob. Happy to hear it!
Matthieu Gauthier
Grats @mrwhatman and others! Resource looks amazing 😉
Patrick Whatman
Maker
@matthgauth Thanks champ!
Siddharth Bharath
Excellent resource. The spreadsheets are really helpful!
Tim Whitehead
Maker
@siddharth87 thank you! We're really glad you're finding them beneficial.
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!
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Khachatur Gharibyan
Exactly what I want.Thanks
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.
Jeorge Buckly
Looks really intersting, should try.