Record Keeping

Replies to This Discussion

Permalink Reply by M. Audrey Pino on July 12, 2010 at 3:42pm

Angela
Welcome to my world of full time Masseuse and P/T spa girl. I've never heard of a massage practice as a hobby.

I've had all of the software products. Microsoft Money, Quicken, Quickbooks and Numbers for MAC. My most reliable source is an Excel Spreadsheet with line items for
Auto Expenses (including time and travel),
Relax & Aroma (all products necessary - write it down, table- table tools, linens (sheets & towels), laundry supplies, oils, aromatherapy, music, iPod, iPhone!!!! candles, incense even my crystals and smudge.)
Education: books, tuition.
Add a line item for ABMP dues and
Certifications as well as professional services you might need like a lawyer! a bookkeeper or your annual accountant.
If it's an official business - don't forget to line item your computer, software any consultations to web design or website costs.
I even write off my meals if I am going to or from a clients house... or if I travel from client to client or client to spa.
If I could streamline my format ( I have weekly columns) I would send it to you. Let me know if you are interested

Audrey Pino
www.1000petaledstrokes.com

Permalink Reply by Kirsten Niesar on July 12, 2010 at 11:05pm

I create my own spread sheet with excel nothing fancy just a running daily total of my income. I also track my hours (actual hands on time) so that I know what I am doing.
I use my day planner to track all my appointments and income from appointments gift certificate sales etc. then it is easy to translate to the spreadsheet.
I use Microsoft Money for my checking account and that works just fine.
If you are computer comfortable there is really no need to invest a ton of money of fancy programs to take care of simple tasks.
-Kirsten

Permalink Reply by Angela Huffhines on July 15, 2010 at 11:32am

Audrye - Thank you for your quick response. I will keep all this in mind. I would like to see your format if possible.
Thanks!

M. Audrey Pino said:

Angela
Welcome to my world of full time Masseuse and P/T spa girl. I've never heard of a massage practice as a hobby.

I've had all of the software products. Microsoft Money, Quicken, Quickbooks and Numbers for MAC. My most reliable source is an Excel Spreadsheet with line items for
Auto Expenses (including time and travel),
Relax & Aroma (all products necessary - write it down, table- table tools, linens (sheets & towels), laundry supplies, oils, aromatherapy, music, iPod, iPhone!!!! candles, incense even my crystals and smudge.)
Education: books, tuition.
Add a line item for ABMP dues and
Certifications as well as professional services you might need like a lawyer! a bookkeeper or your annual accountant.
If it's an official business - don't forget to line item your computer, software any consultations to web design or website costs.
I even write off my meals if I am going to or from a clients house... or if I travel from client to client or client to spa.
If I could streamline my format ( I have weekly columns) I would send it to you. Let me know if you are interested

Audrey Pino
www.1000petaledstrokes.com

Permalink Reply by Angela Huffhines on July 15, 2010 at 11:35am

Kristen, Thanks for the advice. I have such a simple practice, I'm thinking I can use a simple spreadsheet. Just wanted to get a feel for what was working best for others.

Kirsten Niesar said:

I create my own spread sheet with excel nothing fancy just a running daily total of my income. I also track my hours (actual hands on time) so that I know what I am doing.
I use my day planner to track all my appointments and income from appointments gift certificate sales etc. then it is easy to translate to the spreadsheet.
I use Microsoft Money for my checking account and that works just fine.
If you are computer comfortable there is really no need to invest a ton of money of fancy programs to take care of simple tasks.
-Kirsten