{"product_id":"bookkeeper-dashboard-spreadsheet","title":"Bookkeeper Dashboard Spreadsheet","description":"\u003ch2\u003e\u003cspan\u003eSmall Business Bookkeeping Dashboard\u003c\/span\u003e\u003c\/h2\u003e\n\u003cp\u003e\u003cstrong\u003e\u003cspan\u003eKnow your numbers. Understand your cash. Make better business decisions.\u003c\/span\u003e\u003c\/strong\u003e\u003c\/p\u003e\n\u003cp\u003e\u003cspan\u003eGet a clearer picture of your business finances without building complicated spreadsheets from scratch.\u003c\/span\u003e\u003c\/p\u003e\n\u003cp\u003e\u003cspan\u003eThe \u003c\/span\u003e\u003cstrong\u003e\u003cspan\u003eSmall Business Bookkeeping Dashboard\u003c\/span\u003e\u003c\/strong\u003e\u003cspan\u003e is an all-in-one Excel workbook designed to help small business owners organize financial activity, monitor income and expenses, understand cash flow, and see important business trends in one easy-to-use dashboard.\u003c\/span\u003e\u003c\/p\u003e\n\u003cp\u003e\u003cspan\u003eSimply enter your transactions and let the built-in formulas turn your data into meaningful financial information.\u003c\/span\u003e\u003c\/p\u003e\n\u003ch3\u003e\u003cspan\u003eYour Dashboard Tracks:\u003c\/span\u003e\u003c\/h3\u003e\n\u003cp\u003e\u003cspan\u003e• Year-to-date income\u003c\/span\u003e\u003cbr\u003e\u003cspan\u003e• Year-to-date expenses\u003c\/span\u003e\u003cbr\u003e\u003cspan\u003e• Net profit\u003c\/span\u003e\u003cbr\u003e\u003cspan\u003e• Ending cash position\u003c\/span\u003e\u003cbr\u003e\u003cspan\u003e• Profit margin\u003c\/span\u003e\u003cbr\u003e\u003cspan\u003e• Net cash flow\u003c\/span\u003e\u003cbr\u003e\u003cspan\u003e• Average monthly income\u003c\/span\u003e\u003cbr\u003e\u003cspan\u003e• Estimated tax reserve\u003c\/span\u003e\u003cbr\u003e\u003cspan\u003e• Monthly income and expense trends\u003c\/span\u003e\u003cbr\u003e\u003cspan\u003e• Expense categories and spending trends\u003c\/span\u003e\u003c\/p\u003e\n\u003ch3\u003e\u003cspan\u003eMore Than a Transaction Tracker\u003c\/span\u003e\u003c\/h3\u003e\n\u003cp\u003e\u003cspan\u003eThe workbook includes a \u003c\/span\u003e\u003cstrong\u003e\u003cspan\u003eMonthly Business Performance\u003c\/span\u003e\u003c\/strong\u003e\u003cspan\u003e summary that automatically organizes your activity by month and calculates income, expenses, net profit, cash in, cash out, net cash flow, ending cash, and profit margin.\u003c\/span\u003e\u003c\/p\u003e\n\u003cp\u003e\u003cspan\u003eAn \u003c\/span\u003e\u003cstrong\u003e\u003cspan\u003eOwner Action Panel\u003c\/span\u003e\u003c\/strong\u003e\u003cspan\u003e helps turn the numbers into useful information by identifying key financial signals such as your strongest income month and largest expense category.\u003c\/span\u003e\u003c\/p\u003e\n\u003ch3\u003e\u003cspan\u003eBuilt-In What-If Planning Tool\u003c\/span\u003e\u003c\/h3\u003e\n\u003cp\u003e\u003cspan\u003eThinking about making a major purchase or investing in your business?\u003c\/span\u003e\u003c\/p\u003e\n\u003cp\u003e\u003cspan\u003eUse the included \u003c\/span\u003e\u003cstrong\u003e\u003cspan\u003eWhat-If Cash Flow tool\u003c\/span\u003e\u003c\/strong\u003e\u003cspan\u003e to test a potential investment before committing.\u003c\/span\u003e\u003c\/p\u003e\n\u003cp\u003e\u003cspan\u003eEnter assumptions such as:\u003c\/span\u003e\u003c\/p\u003e\n\u003cp\u003e\u003cspan\u003e• Initial investment\u003c\/span\u003e\u003cbr\u003e\u003cspan\u003e• Expected additional revenue\u003c\/span\u003e\u003cbr\u003e\u003cspan\u003e• Monthly operating costs\u003c\/span\u003e\u003cbr\u003e\u003cspan\u003e• Financing proceeds\u003c\/span\u003e\u003cbr\u003e\u003cspan\u003e• Interest rate\u003c\/span\u003e\u003cbr\u003e\u003cspan\u003e• Loan term\u003c\/span\u003e\u003c\/p\u003e\n\u003cp\u003e\u003cspan\u003eThe spreadsheet then models the potential impact on your future cash position.\u003c\/span\u003e\u003c\/p\u003e\n\u003ch3\u003e\u003cspan\u003eEasy Transaction Tracking\u003c\/span\u003e\u003c\/h3\u003e\n\u003cp\u003e\u003cspan\u003eRecord your:\u003c\/span\u003e\u003c\/p\u003e\n\u003cp\u003e\u003cspan\u003e• Income\u003c\/span\u003e\u003cbr\u003e\u003cspan\u003e• Expenses\u003c\/span\u003e\u003cbr\u003e\u003cspan\u003e• Customers and vendors\u003c\/span\u003e\u003cbr\u003e\u003cspan\u003e• Payment accounts\u003c\/span\u003e\u003cbr\u003e\u003cspan\u003e• Cash status\u003c\/span\u003e\u003cbr\u003e\u003cspan\u003e• Tax-deductible expenses\u003c\/span\u003e\u003cbr\u003e\u003cspan\u003e• Categories\u003c\/span\u003e\u003cbr\u003e\u003cspan\u003e• Notes\u003c\/span\u003e\u003c\/p\u003e\n\u003cp\u003e\u003cspan\u003eBuilt-in formulas automatically feed your information into the monthly summaries and dashboard.\u003c\/span\u003e\u003c\/p\u003e\n\u003ch3\u003e\u003cspan\u003eGreat For:\u003c\/span\u003e\u003c\/h3\u003e\n\u003cp\u003e\u003cspan\u003eSmall business owners • Consultants • Independent contractors • Service businesses • Startups • Bookkeepers • Entrepreneurs • Businesses without an in-house accounting department\u003c\/span\u003e\u003c\/p\u003e\n\u003ch3\u003e\u003cspan\u003eWhat's Included:\u003c\/span\u003e\u003c\/h3\u003e\n\u003cp\u003e\u003cstrong\u003e\u003cspan\u003e6 organized Excel worksheets\u003c\/span\u003e\u003c\/strong\u003e\u003c\/p\u003e\n\u003cp\u003e\u003cspan\u003e✓ Start Here \u0026amp; Setup\u003c\/span\u003e\u003cbr\u003e\u003cspan\u003e✓ Transactions\u003c\/span\u003e\u003cbr\u003e\u003cspan\u003e✓ Monthly Summary\u003c\/span\u003e\u003cbr\u003e\u003cspan\u003e✓ Owner Dashboard\u003c\/span\u003e\u003cbr\u003e\u003cspan\u003e✓ What-If Cash Flow Analysis\u003c\/span\u003e\u003cbr\u003e\u003cspan\u003e✓ Customizable Lists\u003c\/span\u003e\u003c\/p\u003e\n\u003ch3\u003e\u003cspan\u003eDigital Product\u003c\/span\u003e\u003c\/h3\u003e\n\u003cp\u003e\u003cspan\u003eThis is a downloadable \u003c\/span\u003e\u003cstrong\u003e\u003cspan\u003eMicrosoft Excel workbook\u003c\/span\u003e\u003c\/strong\u003e\u003cspan\u003e. No physical product will be shipped.\u003c\/span\u003e\u003c\/p\u003e\n\u003cp\u003e\u003cspan\u003eDesigned as a reusable template so you can customize it for your business and continue adding transactions throughout the year.\u003c\/span\u003e\u003c\/p\u003e\n\u003cp\u003e\u003cstrong\u003e\u003cspan\u003eOrganize your books. See the bigger picture. Plan what's next.\u003c\/span\u003e\u003c\/strong\u003e\u003c\/p\u003e\n\u003cp\u003e\u003cstrong\u003e\u003cspan\u003eImportant:\u003c\/span\u003e\u003c\/strong\u003e\u003cspan\u003e This workbook is provided as a bookkeeping, organizational, and business-planning tool. It does not constitute accounting, tax, legal, investment, or financial advice.\u003c\/span\u003e\u003c\/p\u003e","brand":"My Store","offers":[{"title":"Default Title","offer_id":50536061632598,"sku":null,"price":19.99,"currency_code":"USD","in_stock":true}],"thumbnail_url":"\/\/cdn.shopify.com\/s\/files\/1\/0767\/4114\/8758\/files\/Bookkeeperdashboard.png?v=1790441643","url":"https:\/\/hrtransformationllc.myshopify.com\/products\/bookkeeper-dashboard-spreadsheet","provider":"HR Transformation, LLC","version":"1.0","type":"link"}