Cheat sheets provide a concise set of notes for that crucial bit of information you find suddenly escapting your memory. Or, providing insight into a finance concept in a new and creative way. For those in finance, cheat sheets are especially useful for glancing at crucial accounting and finance information at a glance.
This essential list of top finance Cheat Sheets brings together decades of experience from those working in finance and sharing one page guide to everything from ARR, to Balance Sheets to Cogs and Financial Forecasting. Since being shared on LinkedIn by their authors these cheat sheets have attracted millions of reshares. We are proud to bring these resources together for the first time in one place.
While most of these Cheat Sheets are free links to high resolution downloads sometimes incur a fee (shown by the $ symbol). Datarails does not receive any commission for links to these sites.
1. 50 Finance KPIs
Nicolas Boucher
- Serves as a catalog of KPIs from which you can pick.
- Study and select two or three which are relevant to your business.
2. KPIs Cheat Sheet
Oana Labes
- Over 300 KPIs broken down by C-Suite role.
- Both Financial & Non-Financial KPIs.
3. Accounting vs. Finance Cheat Sheet
Oana Labes
- Both Financial & Non-Financial KPIs.
- Because what gets measured gets managed.
Download here ($)
4. ARR Cheat Sheet
Aleksandar Stojanović, MSc.
- 9+ ARR tracking tools to use
- 10 steps to increasing your ARR
5. Balance Sheet Cheat Sheet
Aleksandar Stojanović, MSc
- Balance Sheet formats for different sectors
- 10 steps to preparing a comprehensive Balance Sheet
6. COGS Cheat Sheet
Aleksandar Stojanović, MSc
- Discover your Above-the-Line Costs
- Optimize COGs for better margins
7. Discounted Cash Flow Cheat Sheet
Bojan Radojicic
Essential DCF facts in one place.
8. EBIT Cheat Sheet
Aleksandar Stojanović, MSc.
9. A Successful Career In Finance Cheat Sheet
Ignacio Ramirez Moreno, CFA
(no external download)
10. Finance & Accounting Designations Cheat Sheet
Oana Labes
20 of the most respected and well known Finance and Accounting designations worldwide to help you stay ahead of the curve.
(no external download)
11. Financial Analysis Cheat Sheet
Because every business needs regular financial health check-ups.
Oana Labes
12. Financial Forecasting Cheat Sheet
6+ crucial financial forecasting models to apply
Aleksandar Stojanović, MSc.
13. CFOs Guide to Improving Financial Reporting
60 ideas to improve the 10 most important KPIs.
Anders Lindburg
14. Gross Profit Cheat Sheet
6+ Gross Profit calculation tools you need today
Aleksandar Stojanović, MSc.
15. Intangible Assets Cheat Sheet
All essential intangible asset accounting principles and insights in one place.
Bojan Radojicic
16. M&A Deals Cheat Sheet
All essential M&A facts and insights in 1 place.
Bojan Radojicic
17. Management Cheat Sheet
Because Management needs Finance, and Finance needs Management.
Oana Labes
18. Property, Plant & Equipment Cheat Sheet
The basics of IAS16 tangible assets accounting principles and insights.
Bojan Radojicic
19. Purchase Price Allocation Cheat Sheet
Bojan Radojicic
20. SaaS Finance Cheat Sheet
A full SaaS Finance Book in one page.
Aleksandar Stojanović, MSc.
21. Transfer Pricing Cheat Sheet
Borys Ulanenko
As a transfer pricing professional, I always used lists and notes to remember key concepts.
22. Valuation Cheat Sheet
Bojan Radojicic
All essentials in valuations and facts and insights in one place.
23. Working Capital Cheat Sheet
24. Excel Shortcuts Cheat Sheet
Excel shortcuts are the secret sauce to unleashing your true potential and streamlining your workflow like a pro!
25. Finance Cheat Sheet
90 KPIs
Finance Organisation Chart and FP&A Methods & Skills
Nicolas Boucher
26. FP&A Cheat Sheet
Asif Masani
What is FP&A? Top skills, management reports and budgeting approaches.
27. Finance Checklist
Nicolas Boucher
168 Finance goals for a successful organization
