I never have to reinvent the wheel. And as a professional accountant, you can imagine how many different "wheels" I use every day! Profit & Loss statements, Balance Sheets, Cash Flow Forecasts, Time Sheets, Break_Even Analyses, Margin Calculations, Business Plans, etc, etc. When using your own prior work as a financial template, you get another benefit _ you are so familiar with the template that it takes you no time to figure out how to use it. And each time you refine it just a little bit more. So pretty soon your templates run like a Swiss watch! All the bugs have been worked out, you have tested it with many different clients and many different business scenarios and you know you have something you can depend on. Financial Templates as Tools _ For someone who is not a finance professional, financial templates serve a slightly different purpose. They still save time, of course, but they also provide a tool that person would have to pay someone else to develop.
Customer Reminders: This is clever. Excel can be programmed to send an Email when a cell gets beyond a certain limit __ so if you're doing oil changes that should be done every few months, just collect the customer's Email address and have Excel use it to send them a helpful Email a few months after they had their oil changed last! The powers that Excel can offer your auto shop stretch so far beyond merely watching the profit margins that if you're not using it for more advanced functions, you're losing out. Stretch it's wings! Set some automatic alarms for your inventory and some automatic Emails for your customers, and see what Excel can do for you!