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Solo Consultant Business Toolkit — Clients, Projects, Invoices & Cash Flow
A six-sheet operating workbook for Clients, Projects, Invoices, Expenses, Cash Flow and Dashboard. Track client status, project fees and due dates, invoice/payment status, expenses, monthly cash movement and receivables in one lightweight system.
What you receive
6-sheet Excel workbook, Google Sheets compatible
A six-sheet operating workbook for Clients, Projects, Invoices, Expenses, Cash Flow and Dashboard. Track client status, project fees and due dates, invoice/payment status, expenses, monthly cash movement and receivables in one lightweight system.
Use it well
Read the full YouSafe workflow guide before you start
The Apex guide explains how to use this exact product, where its limits are, and what should be verified separately before you rely on the finished work.
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