Hello, Can you please advise all templates needed to run a RE agency? They must produce P&L and Summary Balance Sheet. Thank you.
Excel spreadsheets for real estate enterprise
Answers
John,
I doubt that any company in any industry could get a definitive list from others about the
Also, I would not plan for Excel to be your General Ledger system. Instead, I would look to QuickBooks, or to some other moderately priced
Instead, let Excel use that accounting and other data to give you better insight about your company's problems and opportunities.
That said, it probably would be useful if people could suggest key reports and analyses that help them to manage their companies more profitably. With luck, you would be able to apply several of those suggestions right away.
Charley Kyd
I agree with Charlie about the suitability of
One of my real estate clients' greatest concern was to track the reimbursements for his agents. I taught him a specialized way to use QuickBooks to automatically track those, so they don't pay agents too much, too little, too soon, or too late.
Profitability by agent is also a great report for