Monthly Money Check
The one-hour check that stops a busy month becoming a broke one. Invoices, the tax set-aside, profit per job, the reserve, the renewals, and next month's calendar.
Low risk
General use, safe to send as-is once you've filled the gaps.
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When to use this
- •First year self-employed
- •Busy but always short of cash
- •Building the habit before hiring
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The money reality: what you will actually take home →Background guide explaining when and how to use this template.