Finance Kit: Money Tracking and Planning for Business Owners

Let’s be honest, running a business isn’t easy, and not everyone is blessed with a natural understanding of managing finances and establishing systems to make it effective and efficient.

If you want to be able to have the life you dream of, earning the income you need to support it, you’ll need to know how much you have to earn, learn how to budget, be able to afford to outsource certain tasks to free up your time, and when things don’t quite go the way they should, have a contingency plan in place.

Whether you’re just starting out or have been running your business for a number of years, it is never too late to get robust systems in place which will help your business thrive and reduce your stress levels to a minimum.

  • Do you know how much income you will earn this month?
  • Are your personal and business finances coming out of the same bank account?
  • Do you know how much you need to earn to cover your overheads?
  • Are you saving monthly to pay your quarterly/annual taxes?
  • Are you sending out your invoices on time to your clients?
  • Do you have a financial contingency plan if you get sick and need to take time off?
  • Do you allocate every single penny you earn so you know exactly what you’re spending?

Our Finance Kit has everything done for you so you to build a thriving business.

It includes spreadsheets you can use straight away, checklists to track your business expenses each month and to make sure you have all of the documentation, systems and procedures in place to manage your business finances. It also includes planning guides to take the pain out of budgeting, saving and planning for the future.

And, the beauty is you’re virtual assistant /PA can use the Finance Kit to help you run your business.

What’s included: 

  • Expense Checklist
  • Contractor Information Form
  • Partnership Checklist
  • Expense Calendar (spreadsheet)
  • Expense Budget (spreadsheet)
  • Profit and Loss (spreadsheet)
  • Travel Expenses (spreadsheet)
  • Income Snapshot (spreadsheet)
  • Month to Month Trending (spreadsheet)
  • Affiliate Marketing Tracking x 2 (spreadsheet)
  • Ad Tracking (spreadsheet)
  • Charitable Donations Tracking 

Planning Guides:

  • Basic Business Checklist
  • Monthly Budget Plan
  • Quarterly Tax Planning
  • Emergency Savings Fund Plan
  • Zero Sum Business Budgeting Plan 

The Finance Kit will help you keep track of your income, plan for the future and enable you to put systems into place so you don’t have to have to worry about living month to month wondering where your money has gone.

Get financial sanityTODAY!

Join the hundreds of other business owners who have invested in this kit and are now on their way to greater success!







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