C-06Service
Records Setup
Money in and money out, written down every day in a way you will keep up.
A simple way to record money in and money out every day, on paper or on your phone, and a ten-minute weekly habit for reading it. We set it up around how you already work, show whoever handles the money how to use it, and check in after 30 days.
What you get
- The format that suits you: a paper cash book, or a spreadsheet on your phone or laptop
- Categories that match your business
- A way to keep business money apart from personal money
- A daily routine that takes under five minutes
- A weekly summary: sales, costs, what is left, and who owes you
- One hour of training for you or the person who handles the money
- A check-in after 30 days to fix what is not working
What to bring
- However you record money today, even if that is nothing
- A week of slips and receipts, if you have them
- The person who handles the cash
If you do not have something on this list, tell us. We work with what there is.
How it runs
You see the price and the scope in writing before any work starts.
Look
How money moves through the business today.
Set up
The cash book or spreadsheet, with your categories.
Practise
We enter a real day together.
Check in
After 30 days we look at what was recorded and adjust.
Questions this service answers
Each page has checks you can do yourself first, at no cost.
I do not know where the money goes
Money comes in and disappears, and you cannot say on what.
Open the questionMoneyI am busy but not making money
Sales are coming in, and there is still nothing left at the end of the month.
Open the questionDirectionI make plans and do not follow them
The plan was good in January. By March nobody had looked at it.
Open the questionHad a Business Check-up? If you book this service within 30 days of a check-up, the N$199 you paid comes off the price.
Questions about this service
Do I need a laptop?
No. A paper cash book works. A phone works. The best system is the one that gets filled in every day.
Is this accounting?
No. It is record keeping: the daily facts an accountant would later work from. If you need tax returns or financial statements, you need a registered accountant, and good records make their work quicker.
Can I start today without you?
Yes. Print the cash book page and begin. See I do not know where the money goes.
Other services
Process Review
One piece of work that goes wrong or takes too long, mapped, fixed and written down.
OpenTechnology Plan
What to buy or build, in what order and at what cost, written so any supplier can quote.
OpenMonthly Review
One hour a month with someone who has read your plan and asks what happened.
OpenTell us what you are trying to decide.
You do not need a business plan to talk to us. Say what the business is, what you want from it and what is in the way. A Business Check-up costs N$199 and comes off any other service you book within 30 days.