bookkeeping for small business

In today’s video I want to share with a bookkeeping template for small businesses. This file can be used as a first step before going forward and purchasing a Saas solution that will cost X usd every month.

The file consists of five main parts:
1. Lists sheet – Here is where you define the drop-down selections that will be used in other sheets.
2. Transactions – new transactions are logged in this sheet. The summary and dashboard sheets are based on this sheet.
3. New transaction form – a user form to standardize the input needed for a new transaction.
4. Summary – dynamic view per category and month with date slicers.
5. Dashboard – charts that allow high level view of the business status with date slicers.

This file and other is available on my Patreon page:

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Track: Travel With Us — Vendredi [Audio Library Release]
Music provided by Audio Library Plus

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The file is available on my Patreon page:

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Have you a working copy of this -- fantastic