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: Sea