Accounting Spreadsheet

Keep your finances organized with our user-friendly Excel workbook featuring seven meticulously crafted spreadsheets, designed to alleviate financial stress and empower you to focus on your passions. This indispensable tool not only enhances your financial decision-making but also ensures you remain on a steady course throughout the year. Plus, at tax time, you can effortlessly share the completed workbook with your CPA.

This comprehensive spreadsheet suite allows you to effortlessly track:

▪️Inquiries: Capture and manage vital details such as names, addresses, phone numbers, inquiry dates, follow-up actions, and notes.

▪️Cashflow: Keep a close eye on your monthly and annual income and expenses, including cash and check deposits, cost of goods, client gifts, business fees, taxes, and overhead costs.

▪️Client Information: Maintain a well-organized record of client particulars, including names, addresses, emails, phone numbers, children's birthdays, and additional notes.

▪️Taxes: Seamlessly monitor sales, federal, and state tax obligations.

▪️Client Receipts: Easily document transaction details, including dates, orders, customer payment methods, sale amounts, while also automatically calculating sales tax, cost of goods, profit, and even mileage for tax deductions.

▪️Income and Goals: Set and monitor quarterly sales targets, track gross profits, expenses, net income, anticipated sessions, actual sessions, inquiries, converted inquiries, and mileage.

▪️Lifetime Customer Value: Automatically calculate the total payments made by each customer, providing you with a comprehensive grand total.

Worried about using the spreadsheet? Don't be. Whether you have a basic understanding of Excel or a similar program, you're ready to go. Our download includes a tutorial on how to utilize.