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Integrated Business Success Toolkit: Profit & Loss, Project Management, and Easy Bookkeeping Excel Template

Streamline your small business operations and maximize your financial success with our comprehensive business success toolkit. This digital template is designed to seamlessly integrate profit and loss tracking, project management, and easy bookkeeping, making it an essential accounting tool for small business owners and project managers alike. Effortlessly manage your projects, track monthly expenses, and generate accurate income statements using our intuitive Excel spreadsheet. Whether you're a seasoned project manager or a small business owner seeking streamlined operations, our digital template provides the perfect solution. Enhance your productivity, gain valuable insights, and achieve your business goals with our integrated business success toolkit.

To see a walkthrough of this template on YouTube, go to https://youtu.be/mlNvs0eVrR4 .
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Features of this project management template include:
- Automated profit and loss template: Enter transactions into an easy to use register and automatically see income and expenses for the selected period.

- Monthly side-by-side automated profit and loss template: See each month’s income and expenses side-by-side to see financial results and trends.

- Fully customizable: Change, add, or remove any account names or projects as needed to fit your business and project’s needs.

- Easy to use setup and instructions: Modify your company name, account names, and your fiscal month and year end on an easy-to-use setup tab. Step-by-step instructions are included, as well as a video walkthrough.

- Summary Dashboard Report: Review monthly and year to date results, and outstanding projects and tasks in a clear, concise manner.

- Project Summary Report: View up to 35 projects (contact me if you need more) in one single spreadsheet. View your project’s start and end date, status, estimated % complete, and financial results in one easy to read report.

- Project Budget Comparison: Enter budgets for each project, to ensure you stay within your planned spending limits.

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Andrew

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