Annual Financial Tracking

If you are serious about running a successful business and have ever watched Shark Tank, you know the saying "know your numbers." You absolutely cannot stay organized, stress-free (or as stress-free as possible), and profitable without tracking and controlling the financials for your business.

This is why I created this massive spreadsheet. I use it for my own businesses. It comes in handy for tax time as well! It has a summary page formulated to automatically update and track your entries year to date (just don't change the cells or you will disrupt the formulas). Take a look at the sample entries I entered and change to match your business, including the products listed under the product description.

Any questions, please reach out. This is one of many resources available to members of the Elevators Squad. Signup for our monthly newsletter to join or purchase a monthly membership here to join. Enjoy!