In many ways, a good budget spreadsheet is one of the most valuable tools you can provide for your bookkeeping clients.

Is it the most common task you will perform in your bookkeeping business? No, probably not. Most business owners just want the bare essentials. They want their bank account reconciled and a basic set of financial statements so they can hand everything to their accountant at tax time.

Those are not the clients we will focus on today. In fact, I'd argue those are not the clients we should focus on...period.

Let's focus on the small business owner that wants to know more about their company. They want bookkeeping services that give them a clear picture of the upcoming year. They want to know how their revenue looks and where to reign in their expenses. And, most importantly, they want your expertise to create this budget.