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Financial Setup & Tracking (Week 4)

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Objective: Keep accurate accounting records to minimize the effort and cost at year-end, qualify for financing when you need it, and set yourself up in the future if you want to acquire competitors or sell your business

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Key To Success:

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Worksheets:

https://docs.google.com/spreadsheets/d/1ocDMGy-1TH4gxWvPMCswghgjLtnyPamruklDl2Z3Hdw/edit?usp=drive_web

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Quick Reference Guide

Financial Setup & Tracking

• [ ] Set up QuickBooks
  • Invoicing
  • Expense tracking
  • Job profitability
• [ ] Build a simple financial scorecard:
  • Revenue
  • Cost of Goods Sold
  • Gross Profit
  • Overhead
  • Net Profit
• [ ] Build a pricing calculator to ensure every job is profitable