downloads

FinanceGuides, Checklists, and Templates

Discover our free resources for CFOs and finance teams.

All Downloads

Guide

Investor Reporting at the Private Equity Level

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

Complete Your Bookkeeping with Well-Organized Internal Documents

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

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

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

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

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.

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Roman Finke

Managing Partner

Additional Resources

Cover of the torq.partners Finance podcast episode “Build or Buy: When Is It Worth It to Have an In-House AI Unit?”

Podcast

Build or Buy: When Is It Worth It to Have an In-House AI Team?

Why would a debt collection service provider choose to start its own AI company instead of purchasing off-the-shelf tools?

Featured image for the blog post “Funding Rounds in Startups: Preparation and Process”

Blog

Funding Rounds in Startups: Preparation and Process

Image for the webinar “E-Commerce Growth: Practical Finance Lessons”

Webinars

E-Commerce Growth: Practical Lessons in Finance

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