Back-office solutions using Excel

Are you a business owner or entrepreneur who doesn’t know what needs to be tracked in your business? You’re overwhelmed by all the paperwork?

You’re not alone!

  • Your shoebox full of receipts makes you cringe, doesn’t it?
  • It takes you days to get your tax stuff together and it just sucks the life out of you, right?
  • During the year, you have no idea how your business is really doing, making it hard to make good business decisions, right?
  • You’ve missed expenses, therefore paid extra to the IRS, haven’t you?
  • Invoicing your clients is a pain in the a**, correct?
  • Employee time tracking is all over the place, nothing is consistent, it’s annoying, isn’t it?
  • You’ve forgotten important dates or milestones of customers or family members, haven’t you?
  • You’ve neglected to track your business mileage, giving the IRS more of your money, haven’t you?

These are all problems From Shoebox to Toolbox ~ Business Essentials Solves.

Imagine a system that flows smoothly, making invoicing a breeze. Want to know how much time an employee spent on a specific project? It can be done quickly & easily. Need to figure out your yearly expenses for your taxes? That’s just a few mouse clicks away. Your mileage totals are quickly totaled. Important dates, like birthdays, are all in one place with the age automatically calculated, so you’ll never miss another milestone birthday!

It’s like waving your magic wand and having it done for you.

INVOICE MANAGEMENT

One of the biggest “money leaks” in a small business is the failure to properly record and track expenses. This is primarily because the process is time-consuming and cumbersome. With the EXPENSE TRACKING module, keeping an eye on all your business expenses is easy and automated.

At any time of the year, you can easily generate a report on YTD expenses (this can sometimes be a little spooky but extremely informative).

At year-end, your taxes are quickly and accurately reported.

EXPENSE TRACKING

One of the biggest “money leaks” in a small business is the failure to properly record and track expenses. This is primarily because the process is time-consuming and cumbersome. With the EXPENSE TRACKING module, keeping an eye on all your business expenses is easy and automated.

At any time of the year, you can easily generate a report on YTD expenses (this can sometimes be a little spooky but extremely informative).

At year-end, your taxes are quickly and accurately reported.

BI-WEEKLY & WEEKLY TIME SHEETS

Instead of accepting a variety of time-tracking inputs (email, slip of paper, text message, voice mail), the TIME SHEETS module solves this problem. Now, you’ll have an easy-to-use and repeatable process by which you can accurately account for you and your employee’s time. You will even see year to date hours worked.

MILEAGE LOGS

By not properly tracking your business miles, many small businesses are leaving money on the table. The problem is tracking mileage can be a bit of a hassle.

Not any more.

Your MILEAGE LOGS module automates the tracking of distances for all your clients and other business appointments and meetings. Additionally, with a simple push of a button, a YTD report is automatically generated for accounting purposes.

IMPORTANT DATES

Not staying emotionally connected to your customers and prospects is a perfect example of missed opportunities. By taking advantage of your IMPORTANT DATES module, you’ll never miss another birthday, anniversary, or other important event. Because of our auto-calculation, you’ll even be able to mention the years associated with a particular date.

Business Essentials

Our Business Essentials Package includes the following items (with their value):

  1. Invoice Management ($999)
  2. Taxable Invoices ($999)
  3. Expense Tracking ($249)
  4. Bi-Weekly Time Sheets ($67)
  5. Weekly Time Sheets ($67)
  6. Mileage Log ($49)
  7. Important Dates ($19)
  8. Two, 1 Hour 1:1 Call for your specific business questions ($498)
  9. Four, 1 Hour Group Zoom Calls – Walking through each of the spreadsheets ($996)
  10. Facebook Group Community to ask questions and learn with and from other business owners ($97)
  11. Copy of my digital book: The E.X.C.E.L. Formula: Take Back 10 Hours of Wasted Time Every Week ($15)
  12. Copy of the #1 International Best Seller Jumpstart Your _______, Vol III ($17)

TOTAL VALUE: $4,072
YOUR INVESTMENT: $1,999
SAVINGS: $2,073

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