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Get back to basics with our Basic Budget! Pre-formatted and pre-formulated excel spreadsheet for your filling pleasure. Discipline = Freedom. Budgets are not restrictive. Budgets allow you to be intentional with your money and direct it where you want it and need it. How to use this sheet: Review your numbers for the last 12…
Break Even Point and Cash Flow Projections are essential for Jewelers to be successful. Would you like to be able to know your Break Even Point, the number of pieces you have to sell and the value you have to earn in order to cover your costs of living and having a business? Break Even,…
Get started with our two favorites to kick-start your budget: Basic Budget Template Questions to Refine your Budget One simple step to get you on your way!
This is a printed, physical book that will be mailed to you. BUDGET: REVIEW, PLAN, FORECASTS ACTION TASKS is a compilation of the best and most important take aways of Mariel’s presentations given over the years at jewelry industry trade shows and conferences. The only way to have control and clarity over your numbers is…
Get back to basics with our Cash Flow Forecast! Pre-formatted and pre-formulated excel spreadsheet for your filling pleasure. Create a 12 to 18-month Rolling Cash-Flow Forecast to see potential months where you need to batten down the hatches, increase sales, or keep extra cash reserves in the kitty. Hire us if you want help! Click…
Family Business Succession Planning – The Last Piece in Your Company Transition If you own a family business and want to pass it on to the next generation, you need to understand and appreciate the elements that go into an effective succession. This book will help you – Understand why succession is the ultimate business challenge Realize…
Online, cloud-based, inventory management software. To help you manage your materials and finished goods inventory anywhere, anytime. Connects with Shopify, Etsy and Xero! Manages Consignment, generates quick and easy simple line sheets, and allows for multiple customizable pricing formulas. Sort inventory with unlimited tags.
Track your raw materials from purchase into finished goods properly and price accordingly. Download Version: Updated June 02, 2022 This is a Workbook in EXCEL that is: Fully functional Pre-Formatted Pre-Formulated You can start adding your inventory immediately. There are tabs for each type of material, which you can customize for your needs. Yes, this…
This is the step-by-step ACTION-BASED video training of exactly what we do for our own full-service clients. You will learn how to manage your bookkeeping and understand your financials.
Use these helpful questions to review how you are spending your money and brainstorm alternatives. Go through them on a regular basis each month or every quarter. This will help you reflect on your spending to help change perspective next time you’re deciding if you should buy something or not. Please note: this is not…
Q: What Reports should be running each month? A: There are 3 main reports you should review each month. We call these your key Management Reports. Download the Free Quick Reference Guide as a PDF, which contains: 1. Income Statement a.k.a Profit & Loss Report See what you’ve earned and spent. Run this report 5 different…
☞UPDATE: MAP Available! Click here to View Current Economic Nexus Thesholds for Sales Tax at the SalesTaxInstitute.com This is a Free Download. Get our Quick Reference PDF charting the Sales Tax Rules by State for Out of State Sellers in one place. See which states you may qualify to collect and remit on their…
