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Most small business owners finish the month without really knowing whether their books are complete—or what the numbers are trying to tell them.
The Monthly Money System gives you a repeatable process for closing your books, reviewing the results, and deciding what needs attention next.
What’s inside:
✓ A six-phase monthly process: Collect, Record, Reconcile, Complete, Review, and Decide
✓ A Monthly Close Tracker so nothing important gets overlooked
✓ Plain-language guidance for reviewing your Profit & Loss and Balance Sheet
✓ A cash, receivables, bills, and debt review
✓ A Monthly Money Snapshot for tracking the numbers that matter
✓ A decision worksheet that turns your financial review into one clear next action
✓ QuickBooks workflow rules that help prevent recurring problems
✓ Warning signs, troubleshooting guidance, and year-end readiness steps
This system is right for you if:
You handle some or all of your own bookkeeping but aren’t always confident the month is truly complete. You want to understand your financial statements, catch problems earlier, and make decisions using more than your bank balance or gut instinct.
You don’t need to become an accountant. You need a reliable process that shows you what to do, what to review, and what requires your attention.
Format: 19-page instant PDF download · $27 one-time
Created by Jason Seckman—bookkeeper, accountant, and fractional CFO with more than 20 years of experience helping small business owners understand their numbers and make better decisions.
Most small business owners finish the month without really knowing whether their books are complete—or what the numbers are trying to tell them.
The Monthly Money System gives you a repeatable process for closing your books, reviewing the results, and deciding what needs attention next.
What’s inside:
✓ A six-phase monthly process: Collect, Record, Reconcile, Complete, Review, and Decide
✓ A Monthly Close Tracker so nothing important gets overlooked
✓ Plain-language guidance for reviewing your Profit & Loss and Balance Sheet
✓ A cash, receivables, bills, and debt review
✓ A Monthly Money Snapshot for tracking the numbers that matter
✓ A decision worksheet that turns your financial review into one clear next action
✓ QuickBooks workflow rules that help prevent recurring problems
✓ Warning signs, troubleshooting guidance, and year-end readiness steps
This system is right for you if:
You handle some or all of your own bookkeeping but aren’t always confident the month is truly complete. You want to understand your financial statements, catch problems earlier, and make decisions using more than your bank balance or gut instinct.
You don’t need to become an accountant. You need a reliable process that shows you what to do, what to review, and what requires your attention.
Format: 19-page instant PDF download · $27 one-time
Created by Jason Seckman—bookkeeper, accountant, and fractional CFO with more than 20 years of experience helping small business owners understand their numbers and make better decisions.