downloads

FinanceGuides, Checklists, and Templates

Discover our free resources for CFOs and finance teams.

All Downloads

Guide

Guide - Private Equity Level Investor Reporting

Do's and Don'ts, Best-Practice Framework, and Checklist for Professional Investor Reporting at the PE Level. Free for CFOs and finance teams.

Template

Template - Complete Your Bookkeeping with Clear Internal Vouchers

When it comes to business expenses, complete documentation is essential. Our expense report template includes all the information you need to provide.

Template

Template - Create Expense Reports in Minutes

Standardize the expense reimbursement process to gain a clear overview of the expenses that employees pay out of pocket.

Template

Template - Systematically Record Entertainment Expense Receipts

Only complete entertainment expense receipts can be accepted by the tax office. Our template provides you with a comprehensive list of all required items.

Guide

Guide – OSS and Sales Tax Explained Simply

Cross-border sales to individual customers in the EU entail certain tax obligations. Our concise OSS Guide provides you with the most important information and deadlines.

Guide

Guide - Excel Cheat Sheet

Whether it's basic formulas, frequently used functions, or helpful shortcuts – our guide is the perfect resource for working efficiently in Excel.

Does your finance team need help?

Book a no-obligation initial consultation now. We'll get back to you within 24 hours.

Schedule a call

A man with short brown hair, green-brown eyes, and a white shirt against a light-colored background.

Roman Finke

Managing Partner

Additional Resources

Podcast

Moss Founder Ante Spittler on Donor Management: End-to-End Workflows, Data, and AI

End-to-End Spend Management, AI-Powered Workflows, and the CFO's Perspective on Modern Finance Suites.

Blog

Funding Rounds in Startups: Preparation and Process

Webinars

Modern Controlling for Growing Companies

FAQ

Frequently Asked Questions

What downloads does torq.partners offer?
Are downloads from torq.partners free?
Who are the torq.partners CFO resources intended for?
What financial planning templates does torq.partners offer?