Learn how to increase your business production with this one simple tool.
Tag: BOOKKEEPING TIPS
How To Track Your Projects and Profit With Subcontractors
Let’s talk about money, honey.
More specifically, how you can easily keep up with all the moving pieces inside your client projects. This Client Project + Outsourced Dashboard (that I like to call it) is the answer to your worries.
Think about it – wouldn’t it be nice if you could clearly see your clients’ names, the start date of their project and the due date the project needs to be completed. Plus, see how much you’re going to make from the project, track payments made from your clients and project details. The best part of this template is to see the big picture of how much your subcontractor will earn from working on the project and the potential project you can make.
Sooo nice!
Watch the Client Project + Outsourced Dashboard Overview to see how it can work inside your business:
This template came to life a month or so ago when I was hired by someone to create a custom template for them. This was the outcome. Truthfully, their template is much more robust and very detailed to what they need which has worked beautifully for her. However, I started using this Client Project + Outsourced Dashboard inside my business and it has been a game changer. So I have been working with my 1:1 clients and using this inside their business to help them see the big picture of contractor projects and payments. Then I had a light bulb moment and created this template for YOU.
You can grab the template and inside you will receive the template to save to your computer (or Google Sheets), a PDF Getting Started Guide, and video tutorials on how to customize the template for your business (5 in all!).
Here’s the truth – you CAN create your very own Client Project + Outsourced Dashboard template based off the overview video; however, let’s cut to the chase and just get to organizing our projects. You can grab the template here.
The Bookkeeping Tasks You Need In Your Small Business
Are you tired of walking in circles month-after-month? Maybe you’re not really sure what bookkeeping tasks you need to be doing. Maybe you don’t know when you need to do them. Plus, the idea of sitting down for hours to tackle your financials just seems too much to handle. Then you need a guide. A map that tells you what tasks to do, when to get them done by and a list that you can cross off of.
That’s where the Bookkeeping Checklist comes into play. This handy-dandy bookkeeping task list will help you create a system. A system for your small business that you can easily stick with. This no-nonsense map will cut down the time you spend each month on your bookkeeping. Plus, it will give you the confidence you’re lacking when it comes to your numbers.
In today’s video I’m walking you through how the Bookkeeping Checklist is broken down by time period and not just specific tasks. That way you can easily schedule the few minutes you need here and there to get it all done.
You can watch the video all about bookkeeping tasks online or down below:
This is the system I use in my business and what I use with my clients. I spend about 15 minutes a week on these tasks and another 15 minutes at the end of each month – that’s it. That means you can, too! Which is perfect so you can spend more time working on income-producing projects or passion projects and less time worried about your financials. In the video, I mentioned how you can easily schedule in a few minutes a day to tackle all of these items. Plus, I shared how you don’t even need the full desktop version to knock them off.
If you’re ready to learn how to utilize The Profitable Money System – how to tackle your monthly bookkeeping in under 30 minutes a month then you need my 3-Part Framework Masterclass. Sign up for free!
Also, if you need more help then be sure to check out last weeks’ tutorial on how the FOUR R’s are the perfect compliment to the Bookkeeping Checklist.
Be sure to check out these posts to grow your business: