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FinanceGuides, Checklists, and Templates

Discover our free resources for CFOs and finance teams.

All Downloads

Guide

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

Template - Complete Your Bookkeeping with Clear Internal Vouchers

Complete documentation is essential for business expenses. Our own receipt template includes all the information you need to provide.

Template

Template - Create Expense Reports in Minutes

Standardize the expense reimbursement process to get a clear overview of the expenses for which employees make advance payments.

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.

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Roman Finke

Managing Partner

Additional Resources

Podcast

Moss founder Ante Spittler on spend management: end-to-end workflows, data & AI

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

Blog

Funding Rounds for Startups: Preparation and Process

Webinars

Modern Management Accounting for Growing Companies

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