Simple Financial and Operational Systems

<aside> ℹ️

Welcome!

This simple toolkit helps you to learn how to take control of your cash flow, operations, and business stability.

Start small, use what you need, and build from there.

</aside>

<aside>

Actions

Financial Stability

Upcoming Payments

Operations & Process Stability

Business Stability Checklist

</aside>

Guides

Financial Stability Guides

Process Guides

Risk & Crisis Guides

Get my FREE eBook on business processes and systems.

Business Black Box Unpacked | Free eBook

<aside>

Start here

Fill in your Cash Flow Tracker → Review Your Weekly Operations → Check the Stability Checklist

</aside>

Rapid Status Summary

Untitled

Break-Even Point (BEP)

<aside>

$7,500

</aside>

• Break-Even Point

Current Revenue

<aside>

$10,000

</aside>

Key Weekly Priority

Untitled

📊 Financial Stability

Track your cash, and understand your numbers.

Cash Flow Tracker

• 💡 How to Use the Cash Flow Tracker:

<aside> ℹ️

Note!

Notion can’t calculate running totals in databases yet. You can also set up an automation linking your Notion dashboard to a Google Sheet.

</aside>

Upcoming Payments

Untitled

• 💡 Upcoming Payments Table

✅ Operations & Process Stability

Keep your business running smoothly, even when you’re busy.

Operations Planner

• 💡 Operations Planner – Owner’s Board

📝 Business Stability Checklist

Spot issues before they become problems.

• [ ] Do I have enough cash to cover payroll this month?