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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…
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…
The Chart of Accounts for Jewelers: The heart beat of any accounting software program or online app. These are the accounts that organize all of your data into meaningful information.
Answer the questions you didn’t know were asked. Understand your bottom line and how to create a business that is profitable. 5 in-depth questions that will bring you clarity and goals Get our supplementary Expense List Template, so you can itemize where you are spending your money.
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…
Chart of Accounts, Items Lists, Class Lists and More for QuickBooks.
Set your records straight.
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…
Look at last year’s expenses, or if you’re just starting out, estimate as best you can. Once transactions begin, revisit this and adjust accordingly. Enter the monthly and yearly expenses for your jewelry business to start building your budget and sales goals. Use this with our Free Download on Profit Pricing Available Here
