Stop running your back office from memory. The renewals, invoices, and follow-ups that quietly slip between busy weeks — caught in one set of drop-in checklists and trackers you can fill in today. No 40-page "system" to build, no software to learn.
Recurring Admin Checklist — daily / weekly / monthly / quarterly tasks, written down so the back office stops running on memory
Renewals & Deadlines Tracker — licenses, insurance, domains, and subscriptions with their dates, so nothing lapses on you
Invoice & Payment Tracker — who's been billed, who's paid, who's overdue, at a glance
Subscriptions & Vendors Log — everything you pay for each month, when it renews, and what's safe to cancel
Open Loops & Follow-Up Tracker — the callbacks, replies, and to-dos that fall between busy weeks
One-Page SOP Template + a Catch-Up Triage Sheet to get current on everything that's piled up
Who it's for: Solo operators and small-biz owners running the whole back office themselves — the books, the bookings, and the follow-up between the actual work. Built for the operator, not the consultant.
These are working templates, not a course — nothing to install, nothing to set up. Works in Google Sheets and Excel; print the checklists if you'd rather keep them by the desk. $27, one-time — yours to keep and reuse every year.