Many of my clients struggle with cash management both in business but mostly in their home life. The nature of a business owner is to work hard and play hard, but that sometimes leaves their budget for their personal life, completely ignored.
I created this document to help guide anyone with their personal budget. Feel free to download and use.
Monthly Budget-Blank (xlsx)
DownloadOver the years, I have found that most clients prefer to know exactly what the deliverables are when they want to engage in your services.
I recommend using a statement of work like the one I created. Depending on what I think their needs are, I give them some options and what will be included and the cost. This way, there is total clarity from both parties.
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