Excel Template – Track Your Training Services

SOB FacultyExcel Templates

This is a template I designed based on a thread from ABBO in which my friend Penny asked about a solution for tracking the quantity (not the dollars) of sessions her clients had left. I was able to identify with the … Read More

Monthly Closing Checklist for Accountants and Bookkeepers

SOB FacultyExcel Templates

I am frequently asked if I have a monthly closing procedure. We all want something that we can refer to each month just to make sure we haven’t missed anything. There is certainly no one size fits all solution, but … Read More

Tax Projections Template

SOB FacultyExcel Templates

Download the template (Link below the video) Watch the video to see how this works: Here were the two hangouts where you can see how the template was developed (keep scrolling to download the template)

Planning Your Bookkeeping Practice Microsoft Excel Template

SOB FacultyExcel Templates

This is the template created in our course called Microsoft Excel – Planning Your Bookkeeping Practice. As I mention in the course it is highly recommended that you download our generic Excel template and build your model as you watch … Read More

Inventory Tracking Template

SOB FacultyExcel Templates

View our other Excel Templates here. On April 15, 2009 I recorded a video called “QuickBooks Inventory – Managing and Tracking Your Inventory.” In that video I promised the template that was used for free! We’ll be doing much more … Read More