AnalystNook

Financial Modeling Templates That Actually Help You Decide

Free financial modeling templates, plain-English walkthroughs, and practical tools for small business owners and analysts — not just textbook theory.

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Free Financial Modeling Templates & Resources

Every financial modeling template on this site is free to download, fully formula-driven, and built to be used, not just admired.

Small Business KPI Dashboard - financial modeling templates preview

Small Business KPI Dashboard: Free Excel Template

A free, fully-built Excel KPI dashboard — gross margin, net margin, cash runway, CAC and more, with a full walkthrough of how every formula works.

Financial Modeling 101: The Guide for Analysts and Business Owners

A plain-English introduction to financial modeling — what it actually is, why it matters, and how to start building one.

Cash Flow Forecast Template - financial modeling templates preview

Cash Flow Forecast Template: Free 12-Month Excel Tool

A free, fully-built 12-month cash flow forecast in Excel — beginning balance, inflows, outflows and a live dashboard, with a full walkthrough of every formula.

Financial Document Management for Small Business

A free retention schedule and checklist — what to keep, how long, and how to organize your receipts, invoices, and records.

Unit Economics for Small Business

A free calculator for contribution margin, break-even units, CAC, and LTV — know if a sale or customer is actually profitable before you scale.

Bookkeeper vs. Accountant vs. CFO

Free Readiness Scorecard + Cost Calculator to know which one you need and when.

Profit and Loss Statement Template

Free Excel template that turns revenue and expenses into gross profit, operating income, and net income automatically — plus how to read every line.

Break-Even Calculator

Free Excel calculator that finds your break-even units and revenue, plus a target-profit and margin-of-safety check.

Small Business Valuation Calculator

Free Excel calculator that estimates what your business is worth using SDE, industry multiples, and an asset-based floor value.

Balance Sheet Template

Free Excel template that totals your assets and liabilities, checks it balances, and calculates your key financial ratios.

Financial Model Template

Free 3-statement Excel model — Income Statement, Balance Sheet, and Cash Flow Statement fully linked with formulas across 12 months.

Burn Rate and Runway Calculator - financial modeling templates preview

Burn Rate and Runway Calculator: Free Excel Tool

A free calculator for gross burn, net burn, and cash runway in months, plus a spend sensitivity table and 18-month cash balance chart.

Who This Is For

Small Business & Agency Owners

Practical templates and walkthroughs for pricing decisions, cash flow, and knowing your numbers — without needing a finance degree to use them.

Analysts & Students

Real formula breakdowns and modeling discipline you can reuse — the kind of structure that shows up in interviews and on the job.

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If you only read one thing on this site, make it the financial modeling guide — everything else builds on it.

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