Basic Bookkeeping Series - Revenue Tracking

Basic Bookkeeping Series

This series helps track basic bookkeeping to potentially replace the need for Quickbooks, Quicken, etc. and instead use Google Sheets or Excel for a free alternative to the programs. It works well for providers who prefer lower overhead and can help organize your business records for accounting at year-end.

The formulas I've used for Google Sheets are listed below each entry to facilitate copy/paste into your own spreadsheet.

Revenue Tracking - Part 1

| Date | Name of Practice | Mileage | Revenue | Invoiced? | Monthly Gross Revenue | Notes | |------------------------|----------------------|-----------------------|-----------------------|-----------|-----------------------|-----------------------------------| | 1/3/2024 | Wellness Pet Care | 20 mi | $1120 | Yes | | 8 am - 5 pm great staff! | | 1/15/2024 | Animal Shelter | 10 mi | $700 | No | | 8 pm - 3 pm | | 1/31/2024 | Urgent Care for Pets | 35 mi | $2000 | No | | 4 pm - 12 am nice new ultrasound | | --- | --- | -- | -- | -- | $3820 =SUM(D2:4) | | | 2/1/2024 | Animal Shelter | 10 mi | $700 | No | | 8 am - 3 pm | | --- | --- | -- | -- | -- | $700 =SUM(D6:D6) | | | | | | | | | | | 2024 Annual Totals | | 75 mi =SUM(C2:C8) | $4520 =SUM(D2:D8) | | $4520 | |

This material is intended for educational purposes only, please seek professional advice for recommendations specific to your situation.