Syndicate Member Toolkit
Here you'll find resources that you can use to manage your firm, get clear on numbers and make progress towards your goals.
Basic Tracking Template
Complete this for your firm and send your tracker to members@velocitywork.com
Firm Financial Organizer Template
Cells/formulas are not locked so that you can make edits tailored to your firm. The text there is for placement only.
Finance Tracker Spreadsheet
Cells/formulas are not locked so that you can make edits tailored to your firm. The text there is for placement only.
Goal Calculator for Practices with Payment Plans
Cells/formulas are not locked so that you can make edits tailored to your firm. The text there is for placement only.
Melissa walks through the goal calculator to make it easier to customize for your firm.
Flat Fee Monthly Income Projections
Update previous month's fees to reflect actuals. Monthly fee total that you will put in should be spread over the amount of time payments are allowed.
Melissa walks through the goal calculator to make it easier to customize for your firm.
Sample Accountability Charts
Three examples of accountability charts that cover small and larger firms with more practice areas.
List of Basic Metrics
DON'T STRESS if you don't have all of these numbers. The data you’re unable to retrieve
should be added to your Action Item List as a priority.
should be added to your Action Item List as a priority.
Action Items List
It is important to include both tasks and desired behavior changes on this sheet.
Producer Cost Information Spreadsheet
S Corp Tax Treatment
Sample Litigation Case Phased Checklist
MM/FW Brain Download
A worksheet you can use every week to download what's in your head, so you can effectively triage your priorities.