Simple Financial and Operational Systems

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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.

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Actions

Financial Stability

Upcoming Payments

Operations & Process Stability

Business Stability Checklist

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Guides

Financial Stability Guides

Process Guides

Risk & Crisis Guides

Get my FREE eBook on business processes and systems.

Business Black Box Unpacked | Free eBook

Bonus tools

Need Help?

Every business is different.

You can adapt this system to your style and your team.

If you need help setting up a system that works perfectly for your business, I’d love to help.

👉 Business Process Audit & Consultation

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Start here

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

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Rapid Status Summary

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Break-Even Point (BEP)

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$7,500

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• Break-Even Point

Current Revenue

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$10,000

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Key Weekly Priority

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📊 Financial Stability

Track your cash, and understand your numbers.

Cash Flow Tracker

• 💡 How to Use the Cash Flow Tracker:

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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.

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Upcoming Payments

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• 💡 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?

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