Monthly Financial Review

A tailored monthly financial review for a one-person business. Copy it into your working system and replace every bracketed prompt.

1. Revenue collected

[Record the facts, assumptions, owner, evidence, and decision for revenue collected.]

2. Direct costs and gross margin

[Record the facts, assumptions, owner, evidence, and decision for direct costs and gross margin.]

3. Operating expenses

[Record the facts, assumptions, owner, evidence, and decision for operating expenses.]

4. Profit and owner pay

[Record the facts, assumptions, owner, evidence, and decision for profit and owner pay.]

5. Tax reserve

[Record the facts, assumptions, owner, evidence, and decision for tax reserve.]

6. Receivables and runway

[Record the facts, assumptions, owner, evidence, and decision for receivables and runway.]

7. Next-month decisions

[Record the facts, assumptions, owner, evidence, and decision for next-month decisions.]

8. Final commitment

[Next action, owner, due date, and review date.]

Quality check

Facts are separated from assumptions.
Scope and exclusions are explicit.
Every commitment has an owner and date.
The document is stored where the work happens.

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Templates

Learn templates with a practical framework, one-person business example, metrics, common mistakes, and an action checklist for solopreneurs.

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Monthly Financial Review

Learn monthly financial review with a practical framework, one-person business example, metrics, common mistakes, and an action checklist for solopreneurs.

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