Education Consulting Firm Business Bookkeeping Spreadsheet is an Excel template to record any financial activities related with this business. It can be used for other consulting firms as well.
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
• College selection services
• Consulting services
• Counseling services
• Student support services
• Testing and placement test services
• Student exchange programs
PRICING SCHEME
• 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