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We have developed a number of tools to help make your life easier. From amortization calculators and budgeting spreadsheets to business articles and training presentations, we have something to help you.
This page is always under construction as we work on making all of these tools available for download. If you don't see the one you need here, ask during your next appointment.
Reference & Links
The following links are provided only as a reference. Dille & Associates is not responsible for the content you find on external links.
DONATION VALUES - The Idaho Youth Ranch put together a TAX PAYER'S GUIDE that helps donors place values on the items they donate to chartiable organizations.
Link: http://youthranch.org/TSdonations.aspx
Personal Budget Worksheets
This Microsoft Excel® file is designed to help you get and keep your finances in line.
THE FILE INCLUDES:
Monthly Budget - Using this worksheet will help you take the reigns of your finances, project your income, and adjust your expenses long before you fall into the red. It consolidates your monthly income and expenses onto one simple sheet, creating a week-to-week financial plan, 30 days ahead of the fact.
Debt Summary - Use this worksheet to identify your debt and set goals to get out!
Spending Record - A simple way to track your daily spending expenses in one consolidated place. As the month progresses, see how certain categories overshadow other categories and identify what changes you may need to make in your spending habits.
Download for
$4.99
Bookkeeping
This Microsoft Excel® file is a simple option for your small business bookkeeping needs*.
This spreadsheet is a quick answer to summarizing the activity of a small business. It gives a clear look at activity on a monthly and annual basis. Work month by month to cover a years worth of Income and Expenses easily tracked into their respective departments. Always have a current and up-to-date statement of your finances including the latest Net Profit or Loss information.
This file is for general use and can cover a wide range of businesses. Before you buy, be sure to check out the modified versions below which have been developed for specific industries including, Rental Properties, Hair Salons, and Basic Retail.
*Though these are very effective worksheets, they are not full fledged accounting systems! As your business grows, consult with your accountant for other alternatives.
General Bookkeeping
Download for
$4.99
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Rental Real Estate This Bookkeeping Excel® file is specifically designed for the Management of your Rental Property. It has all the features of the above mentioned General Bookkeeping file but incorporates categories modified with rental properties in mind. Download for |
Cosmetology This Bookkeeping Excel® file is specifically designed for managing your Cosmetology business. It has all the features of the above mentioned General Bookkeeping file but incorporates categories modified with your business in mind. Download for |
QuickBooks® Tips & Tricks
We have created lists of Tutorials to help clients with their QuickBooks® Questions.
Over the years, we have helped countless clients setup, run and of course troubleshoot their quickbooks files. During this time, Val, a QuickBooks® Professional Advisor has made note of the different snags business owners run into and compiled quite the list of answers to frequently and some not so frequently asked QuickBooks® questions.
Click Here to see the Questions and FREE answers.
