3 Month Schedule Template

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If you’ve been following along with my content updates, you’ll know that I’m working on a 3 Month Schedule Template to use as a guide for creating your own. Here’s a quick recap:

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The First step in creating your bookkeeping plan is the establishment of an overall budget for expenses. This is a very important step, because if you do not take steps to determine your specific expenses, you’re likely to spend more than you have coming in, and you might need to close your doors to new customers. Be certain to include a monthly budget as well, this will allow you to cut back on unnecessary costs before things get out of control.

The second step is to create a schedule or a specific “week” per month. This will be used to track what activities you can and cannot do during each week. One key benefit of having this spreadsheet is that it will allow you to compare the same week to the previous week. If you did work on something specific during the previous week, you can easily see if it was completed during the week that followed.

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The third step is to divide your week into two sections, one week for each section. To have a calendar week, you must first establish that portion of the week you will use for each day. This is done by using the columns to indicate the date for each day of the week, and the right side of the sheet to indicate which activities each day should be dedicated to. This will make it much easier to simply move from week to week by simply replacing one day of the week with another.

The fourth step is to create a weekly report for the week, using your budget plan as a guide. The purpose of the weekly report is to review and update your activity report regularly. You want to ensure that you’re completely organized and can make any adjustments necessary when necessary.

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The final step is to stick to the plan you’ve set up, making sure that you do everything necessary for the future weeks. Once you’re finished with your schedule, the last thing you need to do is to take a look at the bookkeeping templates to help you with any mistakes you may have made in your initial bookkeeping. This will eliminate any future problems and keep you on the right track to financial freedom.

All you need to do is copy and paste the spreadsheet to your standard calendar software, and you’ll be able to create your bookkeeping plan. Remember that this is only the beginning; the goal of the three-month template is to provide you with a detailed step-by-step guide to create the bookkeeping system that you can rely on every single month.

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