- Have a clear picture of your income goal and how much further (or closer) your are to achieving it.
- Track where all of your file leads are coming from.
- Track which leads are converting to applications and closed deals.
- Track which referral sources are most valuable to you in terms of leads, closed deals AND total revenue earned from them!
- See trends in your business operations by month.
- Automate the planning of spending and investing in your business.
- Track your expenses and record them in their appropriate tax category (making income tax time easy peasy).
This workbook will certainly change the way you do business. I guarantee it!!