Description
This spreadsheet is perfect when you’re setting up your business and beyond so that you can be confident you understand your numbers.
What’s included:
- Start up costs sheet to help you determine how much money you need to start your small business.
- Income sheet to track all of the money coming into your business.
- Expenses sheet to track all of the money going out of your business.
- Cash flow sheet which your income and expenses sheets will feed into.
- Profit and loss forecast sheet lists your sales vs expenses over a snapshot of time.
- Goals sheet to help you set some sales targets for yourself
- Margin & markup sheet to show you the % of your sales that is profit, whilst your market up shows the % amount added to reach your sales price
- Balance sheet forecast summarises all of your business assets and liabilities
Note: This spreadsheet is not intended as financial advice. Please seek professional advice that suits your specific personal and business circumstances from your accountant.
Krystal –
My name is Krystal, I am a virtual assistant (KrystalClear Virtual) and completed Karen’s VA course back in July this year. Karen’s financial spreadsheet has been so great for my business. It is easy to use and a well-organized system for logging income and expenses.
One of my client’s needed a system for logging her income and business expenses and that was a task she assigned me to really early on. I immediately recommended Karen’s spreadsheet and I have been logging her business finances in the spreadsheet ever since. If you are looking for a low cost financial log that will check all the boxes, Karen’s spreadsheet is the way to go!