Accounting Workbook
Get organized. Chart your progress. See your bottom line in real time.

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 2020 or 2021 version 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 them. 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.