4. Overview of the Bookkeeping Template

Working over 10 years alongside CFO's and CEO's in large industries, government institutions and family business owners.

Idea is to sit next to the spread sheet and showcase a summary for 9 mins and make this my selling point video on my website and YouTube and socials to explain the template as a INTRO overview and let them want more!

Quick overview.

Showcase the template - and how this will be the single document that we be using.

Can downloaded now here.

This forms the basis of the course, and sing Google Sheets.

Capture the Income, know what is and how to calculate your debtors in terms of a rand amount.

Know where to place your expenses in the correct category and this will provide you with an overview of your profit and loss with updates to your Performance Dashboards automatically.

During the live sessions we will adapt the Spread Sheet to your business in terms of the Dates, Industry etc, this can be seen on the Setup File. Many business owners get stuck when there is a loan or don't understand what and how to account for an asset, we go through that in week 4 and in week 5 we show you how to check you have captured everything using the simple build in dashboard for a quick overview.

Limitations - INTEREST / DEPRECIATION / TAX COMPUTATION / ADVANCE LOANS / VAT  - We mention the theory and there is space for some of it, but this is more advanced and to be performed by a registered tax practitioner. Remember where we are at in the journey - DO A DIAGRAM that is simple.  CAPTURE - BOOKKEEPING - ACCOUNTING - TAX