The Super Smart Bundle (all my financial models)

Introducing My Ultimate Financial Model Library for Startups and Beyond
I’m proud to present the most comprehensive collection of financial models I’ve ever built, all in one place. Over the years, I’ve honed my skills in creating strategic, user-friendly templates that empower entrepreneurs, small business owners, and finance professionals to make better decisions. Now, I’m making my entire library available to you so you can enjoy the same benefits I’ve delivered to countless clients and collaborators.

Main Categories You’ll Get:

• SaaS / Subscription / Membership-based Models (B2B, B2C, varying contract terms, more)
• Fee/Usage-based Models (FaaS, DaaS, Professional Services, Data Center)
• Real Estate Underwriting (multi-family, MHPs, mixed-use, self-storage more)
• Accounting Tools (FIFO COGS Calculator, Inventory, Financial Statement Generator, Activity-based Costing model, more)
• Industry-Specific Startup Models (Solar Farm, Hydrogen Plant, Manufacturing, Retail, Fitness Studios / Franchises, more)
• Joint Venture Models (IRR waterfalls, preferred return with catch-ups, dynamic inputs to configure each deal, more)
• Quantitative Business Valuation (DCF Analysis, EBITDA / Revenue multiple, and calculation help for each methodology as well as visuals and sensitivity analysis)
• Sales Pipelines / KPI Dashboards / Tracking Spreadsheet Frameworks
• Capacity-based modeling frameworks.
• Three-statement modeling.

Why Invest in My Financial Model Library?

1. Unmatched Variety & Depth
   • Extensive Selection of Templates: I’ve assembled a huge array of unique financial models, covering everything from streamlined cash flow forecasts to sophisticated, multi-year projections. No matter your industry or business size, I have a template that’s ready for you to use.
   • Industry-Specific & Universal Models: Throughout my years of consulting, I’ve developed templates specifically tailored to different sectors—SaaS, real estate, e-commerce, traditional service businesses, and more. You’ll find exactly what you need, whether you’re a founder or a seasoned CFO.
2. Years of Proven Expertise
   • Refined Through Real-World Use: I’ve spent years iterating and perfecting each template in response to real business challenges and valuable client feedback.
   • Built by a Professional for Professionals: These models aren’t just theoretical exercises. They reflect my day-to-day experience helping companies of all sizes optimize their financial planning, so you can trust the insights they deliver.
3. Easy to Use & Highly Customizable
   • Flexible Design: I believe in efficiency. That’s why my templates feature built-in formulas, color-coded cells, and clear instructions—making them both simple to customize and easy to understand.
   • Intuitive Structure: No guesswork required. I’ve organized every sheet so that anyone on your team can dive in and make data-driven decisions without stumbling over confusing layouts.
4. Time Savings & Accuracy
   • Instantly Deployable: My models come loaded with pre-built logic and automations, so you don’t need to spend hours constructing or troubleshooting formulas.
   • Reliability & Precision: Each model has been rigorously tested to ensure the numbers you calculate are as accurate as possible—giving you peace of mind when presenting to stakeholders or making strategic moves.
5. Enhanced Credibility for Investors & Stakeholders
   • Professional-Quality Presentations: Having well-structured, transparent financials impresses lenders, investors, and board members alike. My templates give you the polish you need to stand out.
   • Instill Trust: Clear, credible financial documents help demonstrate that you’ve done your homework, building confidence with everyone involved in your business journey.

How My Library Can Boost Your Business

• Streamline Your Fundraising: A solid financial plan is often the linchpin in securing capital. My templates help you present projections and valuations that investors expect to see, improving your chances of success.
• Focus on Growth, Not Spreadsheets: Because the groundwork is already done, you can invest your energy into strategic discussions rather than juggling complicated formulas or manual data entry.
• Adapt Quickly to Change: In volatile markets, being able to pivot is essential. My models let you toggle between different scenarios easily, ensuring you’re always prepared for whatever comes next.

What You’ll Receive

• Lifetime Access to My Full Suite of Templates: Once you purchase the library, you’ll unlock every template I’ve created—and any new ones I add in the future, all at no extra cost.
• Dedicated Support: I’m here to help. If you ever need assistance with customizing a model or interpreting results, just reach out and I’ll guide you.
• Confidence in Your Financials: No more second-guessing your numbers. You’ll have a set of proven models that have already helped numerous entrepreneurs and businesses successfully plan and scale.

Hear From My Satisfied Clients

“Jason, and his company SmartHelping, are the best financial modeling experts I have ever worked with. What do I like most about Jason and Smart Helping? 1. Response times are outstanding. 2. The ability to custom tailor models to unique business requests. 3. The educational videos published on models. 4. The costs. First off, the templates or template packages are affordable. Secondly, for custom work, Jason offers a bundle discount when you purchase 5-hour blocks of time. 5. Accuracy with time management. Jason clearly communicates how much time he spends on your project and there are never surprises. For anyone looking for excellent financial modeling for a new or existing business I highly recommend Jason and Smart Helping! ”   

    — Zach B. | Owner / Operator

“I have hired Jason several times and can offer me unqualified referral of him. He consistently delivers work of exceptional accuracy and detail, always meeting or exceeding agreed deadlines. His in-depth analyses and precise modeling skills have helped drive our financial strategies forward. In one case, management made the decision not to purchase a property because of the information modelled. A true professional, Jason’s work is a benchmark for quality and efficiency in financial modeling.”

    — Paul S. | CEO

“I’ve worked with Jason for many years, he’s everything you want a contractor to be: reliable, transparent, communicative, honest, and great production. Jason is astute on all things Google Sheets and Excel. I am particularly pleased with our working relationship; I generally have half-baked concepts for what I want done, and Jason is great at assessing my needs and setting up a plan to actualize them. He is great at setting the table on what’s realistic / achievable, communicating my options, then executing them. Highly recommended. “

               — Gene O. | CEO

“Jason is the Spreadsheet King. Who does an Excel Modeler call when they have a problem – They call Jason!!! I’ve been working in FinTech building rather complicated Excel financial models for almost 20 Yrs., and simply put Jason is the “Spreadsheet King”. When’ve got stuck, Jason is my go-to guy and he never disappoints. His encyclopedic knowledge of Excel, coupled with his amazing and blazing fast turnaround times, Jason will never let you down and will deliver robust, McKinsey grade dynamic Excel solutions that will save you thousands of hours in both model design, build and usage. I’ve engaged Jason in multiple projects (and will do so again), and I am awe of his elegant solutions – a joy to work with, Jason is the King of Excel that doesn’t cost a King’s ransom – Long Live the Spread”

              — Davin M. | Chief Executive

Ready to Get Started?

With a robust suite of easy-to-use, reliable financial models at your fingertips, you’ll be equipped to tackle challenges, uncover opportunities, and drive your venture forward.

Invest in your business’s success by leveraging my years of expertise—so you can plan, strategize, and grow with confidence.