This set contains 4 planning sheets to help you learn how to plan for and manage your business finances, and 15+ done-for-you forms and checklists to make tracking the finances in your business “fill-in-the-blank” simple! All of the forms are in MS Office format and are completely customizable.
Use this package in your own business or give it to your clients to help them get organized and plan their business finances. It gives you the ability to quickly and easily: create budgets, plan for quarterly taxes & emergencies, track affiliate marketing income, organize income and expenses, charitable donations and travel expenses.
The Included Planning Sheets Are:
- Monthly Budget Plan (833 Words)
- Emergency Savings Fund Plan (659 Words)
- Monthly Income Plan (597 words)
- Quarterly Tax Plan (470 words)
The Included Checklists, Forms, and Templates Are:
- Business Basics Checklist – to ensure you have all of the documentation, systems and procedures in place to manage your business finances.
- Business Associates Information Form – to manage your clients’ and contractors’ contact and other information
- Monthly Expense Checklist – to track your business expenses each month
- Partnership Checklist – This doc will help you to protect yourself if you’re considering a Joint Venture project.
- Charitable Donations Workbook (Excel)
- Expense Budget Workbook (Excel)
- Income Snapshot Workbook (Excel)
- Month-to-Month Trending Workbook (Excel)
- Travel Expense Workbook (Excel)
- 2 Different Affiliate Income Tracking Workbooks (Excel)
- Goal Setting Worksheet (short term and long term goals using SMART criteria)
- Profitability Analysis Worksheet (Excel)
- 2 Expense Estimate Worksheet (Word and Excel versions)
- Business Plan Template (5 pages, 255 words)
This business finance kit is for personal use only:
- You can use it in your own business
- You can hand it over to your assistants (you’ll save a ton of time and money!)
- You can use it to help your clients get their business data organized. It will make your job much easier!
Even though some portions of this kit may be editable and contain .doc source files, this is not PLR so you cannot resell this package or pass along the rights to anyone else.