BUSINESS FINANCIAL SUCCESS KIT

This template set contains spreadsheets, trackers, and planning sheets to help you learn how to plan for and manage your business finances.

Here’s what you get:

1. Monique Sar Boss – Monthly Budget Plan
   • This is a monthly budget planner that grows and adapts with you as your needs change.
2. Monique Sar Boss – Quarterly Tax Planning
   • Use this planner so you’re never surprised when it comes time to submit your taxes.
3. Monique Sar Boss – Vendor Expense Checklist
   • Use this to track your business expenses each month and make sure all your vendors are paid on time.
4. Monique Sar Boss – Emergency Fund Savings Plan
   • This is a step-by-step walk through of what you need to do to set aside an emergency savings fund for those times when you’re unable to continue working.
5. Monique Sar Boss – Business Basics Checklist
   • Use this to ensure you have all of the documentation, systems and procedures in place to manage your business finances.
6. Monique Sar Boss – Zero Sum Business Budgeting Plan
   • Use this planner and learn about this budgeting philosophy to help you allocate every dollar so there’s no money unaccounted for.
7. Monique Sar Boss – Monthly Income Plan
   • This is one of my favorite templates for help you create an outline of your monthly income streams so you know exactly where the money comes from and can control your cashflow.
8. Monique Sar Boss – Partnership Checklist
   • This doc will help you to protect yourself if you’re considering a business partnership or joint venture project.
9. Monique Sar Boss – Contractor Information Form
   • Use this to manage your contractors’ contact and other information.
10. Monique Sar Boss – BUSINESS FINANCIALS DASHBOARD (Google Sheet)
    • This master spreadsheet is your dashboard to view a couple of different things:
      • An Income Snapshot sheet that helps you visually see where your income comes from, perfect for those with several income streams.
      • Your monthly P&L to get a big picture look at your monthly income, expenses, and total profits.
      • An Income Trending sheet so you can look back and see how this month has compared to the same month last year, and what the difference is. It’s important to see how you were and are currently trending!
      • Lastly, you’ll find a sheet with your Hot List – which is what I used to successfully grow my practice when I was in finance and wealth management. You’re gonna feel like a boss 🙂
11. Monique Sar Boss – Expense Budget (Google Sheet)
    • This spreadsheet is an easy to manage way of tracking your monthly expenses by category.
12. Monique Sar Boss – Expense Calendar (Google Sheet)
    • This spreadsheet gives you a big picture overview of your annual expenses and also breaks those down into exactly when those expenses are due each month.
13. Monique Sar Boss – Charitable Donations Tracker (Google Sheet)
    • Use this to track every charitable donation you make so you have all of the information ready at tax time.
14. Monique Sar Boss – Travel Expenses Tracker (Google Sheet)
    • Use this to track your travel expenses for business meetings or conferences and networking events you attend.
15. Monique Sar Boss – Ads ROI Tracker (Google Sheet)
    • Use this to manage each of your ads and track their stats every month.
16. Monique Sar Boss – Affiliate Marketing Tracker (Google Sheet)
    • In this spreadsheet, there are two workbooks. Both help you track how much you earn in affiliate commissions. Take your pick 🙂