Begin with the setup tab to personalize your bookkeeping structure. Input crucial information such as bank accounts, credit cards, loans, and lines of credit. Create custom categories for organizing income, expenses, assets, and more, ensuring a system that aligns perfectly with your business operations.

Our template offers an unlimited transaction input feature. Record transactions by specifying the account used, adding custom descriptions, amounts, dates, and categorizing each transaction. Mark transactions as "reviewed" for easy tracking of completed work, streamlining your financial oversight.

Maintain a comprehensive record of fixed assets, including their type, acquisition date, price, financing details, estimated useful life, salvage value, and sale amount. This feature ensures accurate tracking and financial reporting for your agency's business assets.

Keep an up-to-date monthly inventory log, categorizing items and noting the estimated value on hand. This critical feature supports effective inventory management, a cornerstone for operational efficiency in your real estate business.

Set and monitor custom performance indicators to evaluate your business's progress. Tailor indicators to your specific needs, with examples like user count, order volume, margin per customer, and COGS per transaction, enabling targeted performance analysis.

With diligent input and maintenance, our template generates a wide array of outputs to support your business decisions. Enjoy access to financial statements and summaries for up to five years, detailed annual and monthly financial reports, performance indicator trends, transaction queries for your accountant, and updated account balances.