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dimensionalrisk.com for finance  templates

Modifiable templates to fit your finance and accounting requirement.

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User Reviews

Download our Excel, Word and PDF templates to improve the way you manage tasks, teams and projects.

Budgeting & Forecasting Review Survey

Evaluates the effectiveness of the teams budgeting and forecasting processes from the previous year and gathers insights to improve financial planning for the upcoming year.

Audit Preparation Checklist Survey

This survey assesses the organization’s audit readiness, ensuring financial records, systems, and processes are prepared for upcoming audits.

Cash Flow & Financial Health Assessment Survey

Assess the organization’s cash flow management, debt levels, and financial stability to guide strategic decision-making for the year ahead.

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