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:
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Inquiries: Capture and manage vital details such as names, addresses, phone numbers, inquiry dates, follow-up actions, and notes.
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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.
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Client Information: Maintain a well-organized record of client particulars, including names, addresses, emails, phone numbers, children's birthdays, and additional notes.
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Taxes: Seamlessly monitor sales, federal, and state tax obligations.
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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.
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Income and Goals: Set and monitor quarterly sales targets, track gross profits, expenses, net income, anticipated sessions, actual sessions, inquiries, converted inquiries, and mileage.
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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 detailed notes explaining how to utilize each function effectively. Take control of your finances and dedicate more time to what you truly love with our empowering Excel workbook.
