FINANCIALS:

 

You already entered the numbers. This does the math.

 

Because every deal already carries its price, side and commission, the money side needs no second entry. Open Financials and you can see what you’ve closed this year, what’s landing next quarter, how you’re tracking against what you planned to spend, and what you should be setting aside for taxes.

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It also does the thing no spreadsheet does: it keeps your receipts with your expenses and turns the whole year into a profit and loss statement you can hand straight to your accountant.

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How you are currently working:

• A spreadsheet you update in January, and again at tax time

• A folder of receipts

• An expensive financial platform

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How you COULD be working:

• A P&L your accountant can use:  Produce a profit and loss statement from your register and download it as a PDF or a CSV. That’s the handoff at tax time — one file instead of a year of reconstructing.
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• Receipts, kept with the expense:  Upload a copy of the receipt and it stays attached to the entry. No shoebox, no photo roll you have to dig through in April.
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• Budget against real numbers:  Set what you plan to spend, then log income and expenses as they happen and watch the year fill in — with commissions posting from your closed deals on their own.
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• Your year, honestly counted:  Deals and volume for the year, split buy-side and sell-side — counting what actually closed, not what you hope will.
   

• What’s coming:  Every pending closing with its price and your net, so you know what’s actually landing before it lands.
   

• The tax number, quarterly:  What to set aside, based on what you’ve actually made. The part of working for yourself that hurts most when it’s a surprise.