Internal training for new hires
A growing startup is onboarding non-finance hires (designers, engineers) and wants a one-page glossary in plain language so they understand cap tables and board decks.
Financial Terms Glossary
Tier 1 · Accounting & Finance · $25 · 1-2 hrs · 5 day turnaround
Listed price is the project base price. A 3% payment processing fee is added at checkout. The full total is charged upfront when you place your order.
Research and write plain-language definitions for 20 common business finance terms (e.g., invoice, revenue, profit, accounts payable).
You'll receive a glossary document with 20 common business finance terms—each with a plain-language definition and a real-world example—ready to share with stakeholders who need a quick reference without jargon. This works for anyone onboarding team members, explaining finances to non-financial audiences, or building credibility in communication with investors or customers.
Deliverables
- Glossary document with 20 terms
- Plain-language definitions
- Short example for each term
What's included
- 20 commonly used finance terms
- Beginner-friendly tone
- PDF + editable doc
Not included
- Industry-specific jargon
- Legal/tax advice
- Translation to other languages
What you'll get
A list of 20 finance terms you want defined (or approval to use a standard set like invoice, revenue, profit, accounts payable, cash flow, equity, liability, assets, depreciation, amortization, break-even, margin, turnover, accrual, deduction, dividend, escrow, goodwill, receivable, payable). Optionally note your industry or audience level so definitions stay relevant.
Research each term using reputable business sources; write a definition in 2-3 sentences using words a high-school student would understand; create a specific, realistic example for each term (e.g., 'If you sell 100 widgets for $10 each, your revenue is $1,000'); format all 20 terms alphabetically; review drafts for clarity and consistency under PM oversight.
A PDF glossary and an editable Word document (.docx), both with 20 terms in alphabetical order, each showing definition, example, and basic formatting for easy reading and future updates.
Your $25 payment is held in escrow until you confirm the glossary is complete, examples are concrete and relevant, and definitions match your audience's level—then payment releases to the student.
Common use cases
Investor-facing FAQ for a Kickstarter
A first-time founder running a crowdfunding campaign needs a glossary embedded on the FAQ page so backers without finance backgrounds can understand stretch goals and fulfillment costs.
Glossary for a personal-finance blog
A money blogger wants a downloadable PDF glossary as a lead magnet for the email list, written in conversational English.
Onboarding packet for a startup's finance team
A founder hired three new accounting staff but doesn't have time to explain basics before they start. The glossary sits in the employee handbook so new hires can quickly look up terms during their first month without interrupting senior staff.
Handout for a small business owner's accountant meetings
A business owner wants to follow conversations with their CPA but finds financial terminology overwhelming. Printing the glossary and reviewing it before meetings helps them ask smarter questions and feel more confident in strategy discussions.
Reference sheet for a nonprofit's board orientation
A nonprofit's board includes donors and community leaders with no finance background. The glossary becomes part of the board packet so everyone shares the same vocabulary when reviewing budgets and financial reports.
Frequently asked questions
Can I provide my own list of 20 terms instead of using a standard set?
Yes. Submit your custom list and the student will research and define exactly those terms. Just make sure they're finance-related and not requiring legal or tax expertise.
What if an example in the draft doesn't fit my industry?
You can request revisions during the approval phase. The student will adjust examples to match your business type (retail, SaaS, manufacturing, etc.) so they feel more relevant to your team.
Will the glossary include acronyms like EBITDA or ROI?
Only if you add them to your term list. The standard 20 focuses on foundational terms (revenue, profit, assets) rather than acronyms, but the student can include them if you request.
Can I edit the definitions and examples after I receive the files?
Absolutely. Both formats (PDF and editable Word doc) are yours to modify. The Word version is specifically designed for you to customize definitions or add your company's own examples later.
How detailed will each example be?
Each example is 1-2 sentences with concrete numbers or scenarios—not a full case study. For instance, 'accounts payable' might read: 'Your company buys $5,000 of office supplies on credit from a vendor. Until you pay the invoice, that $5,000 is an account payable.'
Ready to get your project started?
Select a scope and let your Shamrck PM handle the rest. Pay the full total upfront at checkout, then review and approve the completed deliverable. Approval does not trigger a new charge.
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