By Sandi Smith Leyva
Accountant’s Accelerator
Adding revenue does not have to take much time or money. Start by going after the low-hanging fruit.
Open Excel or your favorite spreadsheet tool, and make a worksheet from the sales numbers in your accounting system. List the name of each current, active client you have in the rows of the spreadsheet. Across the top, make columns for each service you offer. For example, if you offer tax, bookkeeping and QuickBooks consulting, you will have three columns.
You can break your revenue out any way you like. The more columns, the better.
Then, drop in your revenue numbers from your accounting system. In QuickBooks, you may be able to run your Sales by Customer Summary to make it faster. You can create the columns by class, if that’s what you use to break out your revenue by service line.
That’s step one, to create your spreadsheet. Step two is the fun part.
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