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Accounting Workbook


Breakthrough Broker LLC is not liable for any numerical, clerical, or technical issues related to the use of this Accounting Workbook. It is the website users sole responsibility to verify the accuracy of all figures and information in connection with the uses of this Accounting Workbook.


Spreadsheets. Boring, right? Entering data into a spreadsheet might not be the most exciting task in the world, but we've created this simple, easy-to-use workbook to help you keep track of your revenue, expenses, and net income. This workbook also includes charts that will give you an up-to-date visual representation of your Gross Commission Income and Sales Volume, as well as a Closed Customer List and a Pipeline section to help you keep track of your past and future clients.


You can download the 2021 or 2022 versions of the spreadsheet by clicking the buttons below.

For our BB users, please note the formulas in the chart are password protected. If you are well versed in Excel and would like to change specific fields, use the password BBB to unlock the 2021 version, and the password 2022 to unlock the 2022 version. To unlock the formulas, right-click the tab in question and select 'Unprotect Sheet'. Contact support@breakthroughbroker.com if you have any questions!'.


If you need help filling out the workbook, watch the helpful tutorial video below.