Introducing
THE PROFIT PLANNER
Introducing
THE PROFIT PLANNER
DIY Bookkeeping for small business owners focusing on profit retention.
Only $11.11!
SPREADSHEET BOOKKEEPING JUST GOT better
You’re not ready to outsource your bookkeeping, and that is okay! You still need good data.
The Profit Planner bookkeeping spreadsheet provides an easy way to track your business’s financial activity, keep tabs on your business performance, and plan your profit. With this comprehensive tracker, effortlessly monitor your income, expenses, account balances, and more. This particular version is the MULTI-YEAR version and was created to be used through consecutive years with dashboards viewable by month and/or year.
The tracker is meticulously thought through and has been set up and designed to work FOR small businesses. We kept the forefront of “growth” in mind and wanted to help you set up your bookkeeping so that the processes would be easily transferrable when it is time for larger accounting software.
WHAT MATTERS IS WHAT’S ON THE inside
- Customizable your income and expense categories
- Plan and properly track your profit planning
- Calculate the funds to set aside for owner pay
- Calculate the funds to set aside for taxes
- Create monthly and annual budgets
- 9 automated dashboards
- Annual Dashboard
- Monthly Dashboard
- Comparison Dashboard
- Budget Dashboard
- 5-Year Dashboard
- Balance Dashboard
- Sales Tax Dashboard
- Easily export your yearly P&L to hand over to your CPA
MORE DETAILS, please
Profit Planning
Plan your profit!
Work through each month of each year to plan your profit. The spreadsheet will tell you exactly how much to spend in each major category and how much money you need to earn to hit your goals.
Annual Dashboard
A bird's-eye viewo f your business activity for any chosen year.
Gain a clear understanding of your progress toward your yearly profit planning goal, categories with large variances to keep an eye on, and detailed information on your income and expenses.
Monthly Dashboard
A focused view of your business activity for any given month.
Monitor your profit planning and sales results for the month to make smarter, more informed decisions.
Comparison Dashboard
Compare any three periods of your profit and loss statement
Compare your profit & loss statement by month or year! This helps you see sales, expenditures, and profit trends over any period.
5-Year Dashboard
Look for revenue, expenditure, and profit trends for your business over a five-year period!
Similar to the annual dashboard, the 5-year dashboard allows you to understand your business performance over 5 years. This is great to help you understand which categories need more focus.
Budget Dashboard
Narrow down the areas of your expenses that need more focus.
Review your budget for the year and gain a clear understanding of monthly expenditure trends for any of your expense categories.
Sales Tax Dashboard
Track your sales tax collection & remittance to ensure you're paying what you've collected
For any given year, view the amount of sales tax collected from your customers and remitted to your state to ensure that you are paying exactly what you’ve collected.
Exportable Profit & Loss
Choose a year to export your profit&loss and directly hand over to your CPA to file your taxes!
It’s that easy!
PLAN TODAY, PROFIT TOMORROW!