BI107
Warning: Last items in stock!
Availability date:
Easy Small Business Bookkeeping for Sellers, Service Providers, Consultants, Real Estate Agents, Photographers. This spreadsheet is primarily for non-manufacturers.
It is very simple and easy to use and includes an automatic Profit & Loss Statement and automatic Self-Employment Tax calculations.
Includes:
1. Income and Expense Tracker so you can easily record all your income and expenses and get an immediate idea of how your business is performing.
2. Non-Operating Items - Very useful for business owners to record Owner draws and other Non-operating items like loan payments, investments etc.
3. Income Statement (Profit and Loss Statement) that is automatically generated and can be printed - very useful for tax time
4. Self-Employment Taxes Calculator - automatically calculates self-employment taxes based on your profit. Calculates monthly, quarterly and annually. Includes calculation of Medicare and Social Security.
5. Balance sheet template - formatted to print - record all your assets and liabilities (you would have to input the figures)
6. Cash Flow template - part of the template is automatically filled from Income and Expenses - while some of it you would have to input.
7. Debt Schedule template - Record all your loans, lines, notes with all pertinent details - great for your own records and for presenting to banks and investors.
--------------------
FEATURES
--------------------
- No learning curve. Very easy to start recording income and expenses immediately.
- Dashboard automatically calculates in real time.
- Summary of Income, Expenses and Profit
a) By Month
b) By Income Category
c) By Expense Category
- 15 Income Sources and 46 Expense Categories and 15 Non-Operating Items - fully customizable
- Non-Operating Items are shown separately in dashboard
- Sales Tax can be entered for both Income and Expenses if needed as an option. You can enter different Sales Tax rates for different items.
- Profit & Loss Statement is auto-generated and formatted for printing (very useful during tax-time and presentation to lenders)
- Ample space for Product ID, Description and Notes
- Easily Sort and Filter by any field like Date, Category, Product ID etc.
- Automatic calculation of estimated Self-Employment taxes based on your business income.
- PDF has step-by-step instructions with pictures.
- Use any 12 month period as your accounting / fiscal period
-------------------
DESIGN
--------------------
Spreadsheet includes the following tabs
SETTINGS, DASHBOARD, INCOME, EXPENSES, NON-OPERATING ITEMS, ESTIMATED TAXES, INCOME STATEMENT (P&L), BALANCE SHEET, CASH FLOW, DEBT SCHEDULE
- Eye soothing pastel colors which you can change as you like
- Graphs to give a quick visual overview
- Intuitive flowing design
-------------------
SUPPORT
------------------
- Please reach out to me if you have any questions.
This is designed to work in Excel and Google Sheets.
For Google Sheets, you only need a free Google account to use it.
Download Instantly and use.
You will get an Excel file and a PDF File with a link to the Google Sheets spreadsheet and step-by-step instructions.
You will get both a blank spreadsheet and a spreadsheet with sample data. You can use the sample data spreadsheet and overwrite or delete the data in it.
---------------------------------------------------------------------------------
This is copyrighted to MoneyUsage.com and is for your own personal use. It cannot be sold, shared or otherwise redistributed.