Accounting Workbook


Sponsored Content Breakthrough Broker LLC is not liable for any numerical, clerical, or technical issues related to the use of this Accounting Workbook. It is the website users sole responsibility to verify the accuracy of all figures and information in connection with the uses of this Accounting Workbook.


Spreadsheets. Boring, right? Entering data into a spreadsheet might not be the most exciting task in the world, but we've created this simple, easy-to-use workbook to help you keep track of your revenue, expenses, and net income. This workbook also includes charts that will give you an up-to-date visual representation of your Gross Commission Income and Sales Volume, as well as a Closed Customer List and a Pipeline section to help you keep track of your past and future clients.


You can download the spreadsheet by clicking the button below.

Make sure you put in password 2023. You may have to click “Enable Editing” option when Excel spreadsheet opens.

For our BB users, please note the formulas in the chart are password protected. If you are well-versed in Excel and would like to change specific fields, use the password 2023 to unlock the document. To unlock the formulas, right-click the tab in question and select 'Unprotect Sheet'. Contact support@breakthroughbroker.com if you have any questions!'.


If you need help filling out the workbook, watch the helpful tutorial video below.



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