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How soon do I get access?
It’s in Google Sheets, so you’ll need a free Gmail account to access your download. But you can convert it to Excel if that’s your jam. (We loveeeee Excel over here!)
What format is the spreadsheet in?
Absolutely! It'll help you plan ahead with that semi-annual Target run for office supplies, business travel, and hiring the occasional expert, like a copywriter or funnel pro.
Can this help track somewhat random expenses, too?
You'll get the most out of this resource if you know your recurring revenue, planned launches, and any upcoming services you are providing for contracted clients. On the flip side, it's the same with expenses! The more you know about potential recurring costs (like hiring a new contractor or upgrading your software), the better.
What info do I need to use this template?
FAQ
Any business owner will find this very helpful, so yes! You'll want to sync up with your bookkeeper for your latest numbers.
If I outsource bookkeeping already, is this a good fit for me?