Accounting firms and CAS template library
A set of ready to use models for CAS, virtual CFO and advisory teams. Pull data from Xero or QuickBooks, add your drivers and share board ready outputs without rebuilding structure for every client.
- Built for: accounting, CAS and virtual CFO teams
- Time to first client model: under 30 minutes
- Includes: forecasting, consolidation and reporting templates
What this category is built to handle
Use this pillar when you want to standardise forecasting, reporting and valuation across dozens of client files while keeping each engagement lightweight to maintain.
Recurring CAS and virtual CFO work
Monthly, quarterly and annual engagements with standardised dashboards, reporting packs and scenario views.
Live actuals from Xero or QuickBooks
Pull trial balance and P&L data, map once and reuse the mapping across client models.
Multi entity consolidation
Branch structures for entities, stores or divisions that roll up automatically into a single set of statements.
Board and banker ready outputs
Clean three statement models, DCFs and Cash Waterfalls that you can share as links or export to PDF and CSV.
Templates in this library
Start with one template per client, then duplicate for scenarios, funding rounds or board packs. All templates share the same core engine, so your team only has to learn the mechanics once.
How these templates work, end to end
The goal is to remove heavy Excel builds from your advisory workflow. Each template follows the same four step path so your team can repeat the process across clients.
Connect and import
Connect Xero or QuickBooks and import the latest actuals. Map the chart of accounts once and reuse it.
Layer in drivers
Add revenue, cost and staffing drivers that match how the client actually operates.
Review scenarios
Duplicate the model for base, downside and upside cases. Every scenario keeps the same structure.
Share outputs
Share a live link, export PDFs or send CSVs. Clients and banks see the same reconciled model.
FAQ’s / Common questions
The goal is to remove heavy Excel builds from your advisory workflow. Each template follows the same four step path so your team can repeat the process across clients.
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- You can upgrade directly to a paid plan at any time during or after your trial.
- All your models, data, and branches stay intact — nothing resets or disappears.
Other templates used by Core Business Forecasting
These pillars are often used alongside accounting firm templates when clients start raising capital, pursuing deals or needing more sophisticated scenario analysis.
Valuation, DCF and transaction packs
DCF, FCFE and deal models that plug straight into your client forecasts.
Explore valuation templatesScenarios, budgets and rolling forecasts
Budget vs actuals, rolling twelve month views and downside stress testing.
Explore valuation templatesPortfolio, funds and investors
For firms that also advise funds or manage investment portfolios.
Explore valuation templatesStart with a single client, roll out across your firm.
Use this pillar to test Model Reef on one advisory engagement. Once it works, duplicate the pattern across your client base.
Want to explore more? Compare plans
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