Maximize your business's financial performance while effectively managing projects with our comprehensive digital template. This instant download solution combines the power of efficient bookkeeping and project management, streamlining your operations for optimal results. Keep track of orders, manage expenses, and gain valuable insights into your business's financial health with ease using our user-friendly Excel spreadsheet. Stay on top of your monthly budget, effortlessly create income statements, and harness the power of our integrated project management tools. Whether you're a shop manager, project manager, or a small business owner, our template provides a reliable system to track expenses, monitor project progress, and enhance decision-making. Instantly download our digital template and enjoy the convenience of simplified bookkeeping, effective project management, and improved financial planning. Take charge of your success today and unlock the full potential of your business.

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.

- Customer/Vendor Payment Tracker: Automatically view what you have paid or received by your customers and vendors in a single report.

- Bank Reconciliation Tool: Reconcile up to three bank statements or credit cards on our easy-to-use bank reconciliation tool. Simply mark what transactions are clear, set up your reconciling date, and enter you bank balance. Additionally, automatically see what outstanding checks and deposits.

- 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.

- Gantt Chart: Track each of your projects by each task and visualize your progress with this automated Gantt Chart. Includes features to estimate your percent complete, and automatically calculates the status of the task (behind, on track, etc.). Includes 35 separate Gantt charts (please reach out if you need more).

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