HOW TO KEEP TRACK OF CLIENTS ON EXCEL or Google Sheets (for Very Small Business Owners)

[@rww4624]

This was extremely helpful. Thank you so much! I am starting a bookkeeping business and I needed this. I have also been trying to figure out how to create a workflow system tracker.

[@veronicacervantes2044]

Excellent thank you! ❤

[@Midnight.Murmers]

Thanks, it helped a lot ❤

[@efficiencyandorganization]

Glad it helped!

[@dman1693]

Can you sell this made?

[@efficiencyandorganization]

I can make a generic one. Every business is a bit different so the categories of the sheet will be different. I can make one that's somewhat generic and can apply to a variety of businesses.

[@familyfromhollandforever5264]

❤❤❤🙏👍🏻