Included in this package:
Tax Planning worksheet – Taxes are one of the only sure things in life. Don’t get caught without a good plan in place.
Monthly Budget Ledger – This is a working spreadsheet (with automated calculations) to give you monthly snapshots of your monthly budget. Simply set your budget for various office expenses, salary, taxes, and other income categories. Track it each month, and adjust accordingly. This is great when paired with the Smart Accounting spreadsheet below.
Smart Accounting – This is also a working spreadsheet (with automated calculations) to keep track of your monthly and yearly income and expense reports. Think of this as a simple “Quickbooks” to give you a easy way of managing your finances. Very small learning curve when compared with more complex software options.
Invoice Tracking Worksheet – When sending an invoice to a client or company, this worksheet helps you to keep track of both paper and electronic invoices.
Invoice Template – Need to send an invoice, this is a sample invoice template ready for your practice customization.
Receipt Template – Same as above, except for receipts.
Superbill Template – When a client asks you for a receipt to submit to an insurance carrier, you need a Superbill. this gives you a customized template ready to be filled out at the clients request. A must for any practice.