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Small Business Money System

$14.99

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About

The workbook has 7 connected sections: * Dashboard — annual revenue, expenses, net profit, ending cash, profit margin, best revenue month, highest-expense month and business status, plus a monthly revenue-vs-expenses chart. * Revenue Tracker — customer, product/service, category, payment method, invoice/reference, amount and notes. * Expense Tracker — vendor, expense category, payment method, receipt/reference, tax-deductible status and amount. * Cash Flow — opening cash, monthly cash-in, cash-out and closing cash. * Profit — automatic monthly P&L, net profit and profit margin. * Annual Summary — total revenue, expenses, profit, ending cash, averages, goals and business-health indicators. * Setup — business name, fiscal year, starting cash balance and instructions.

Who this is for

Entrepreneurs

What's included

The workbook has 7 connected sections: * Dashboard — annual revenue, expenses, net profit, ending cash, profit margin, best revenue month, highest-expense month and business status, plus a monthly revenue-vs-expenses chart. * Revenue Tracker — customer, product/service, category, payment method, invoice/reference, amount and notes. * Expense Tracker — vendor, expense category, payment method, receipt/reference, tax-deductible status and amount. * Cash Flow — opening cash, monthly cash-in, cash-out and closing cash. * Profit — automatic monthly P&L, net profit and profit margin. * Annual Summary — total revenue, expenses, profit, ending cash, averages, goals and business-health indicators. * Setup — business name, fiscal year, starting cash balance and instructions.

Inside This Toolkit

  • Complete Bundle — COM/API/MEMB

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