An Excel spreadsheet to record financial transactions for any law/legal consulting firm without needs of understanding accounting. All transactions will be mapped into a complete financial statement automatically.
2. A BOOKKEEPING SPREADSHEET
SPECIFICALLY CREATED FOR PEOPLE
WHO DOESN’T UNDERSTAND
ACCOUNTING TO RECORD THEIR
FINANCIAL TRANSACTIONS AND
GENERATE AUTOMATED PROFESSIONAL
FINANCIAL STATEMENT WITH
STANDARD ACCOUNTING FORMAT
WHAT
IS IT
?
3. ❶ OPEN YOUR MICROSOFT EXCEL
(ANY VERSION ANY OS)
❷ SETUP INITIAL DATE AND CATEGORY
❸ RECORD YOUR TRANSACTION
REGULARLY
❹ TRACK | MONITOR | ANALYZE |
EASY
TO
USE
4. SERVICES
• Criminal Cases
• Estate Plan
• Marriage Cases
• Consultation
• Other Law/Legal Services
PRICING SCHEME
• By Hour
• By Session
• By Package
• By Services
CUSTOM
SERVICES
&
PRODUCTS
LIST
5. ❶ FILL TRANSACTION DATES
❷ FILL TRANSACTION DATA
(BY CUSTOMER/BY DAILY SUMMARY)
❸ SELECT PAYMENT ACCOUNT &
REPORT CATEGORY
SIMPLE
TRANSACTION
MODULES
6. ❶ INCOME STATEMENT
❷ BALANCE SHEET STATEMENT
❸ CASH FLOW STATEMENT
❹ STATEMENT OF OWNER’S EQUITY
AUTOMATED
FINANCIAL
STATEMENTS