Master Your Solopreneur Business Finances
Take control of your finances to optimize your business’s performance and your personal life with this template.
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Why did I build this template?
As a solo business owner, one of the most difficult things to handle are finances.
Even as someone with a traditional finance background, having to do finances alongside that is just a tall order altogether because finances are a different ball game from business.
And I honestly could only imagine how it’s like for people without a finance background.
When I made this, I was really blindsided on where my money was going when it came to the business.
I didn’t know:
→ How much I was earning in net terms?
→ Where does it make sense to attribute my expenses?
→ Is this business profitable or is this business just eating my time, money, and energy?
I knew I had to control this better so that I could make more data-informed decisions that will help me understand how a business fits into my lifestyle and schedule.
Why should you consider this template?
These are the three things that would qualify you as a fit to use this template.
Informed by Financial Experience
The structure around this template is informed by years of looking at financial statements as an investments professional and also an entrepreneur.
Prior to entrepreneurship, I was a portfolio specialist for an investments function of a bank, to be specific, and that gave me a lot of business insights when it comes to how companies and big entrepreneurs allocate their monetary resources.
Optimized for the Non-Finance Person
I made this as simple and intuitive as possible for anyone who may not have a background in finance or are particularly good with numbers.
When I was an investments specialist, we always tried to make things easier to understand for our clients. And in this template, I did my best to make this as easy to understand as possible for the non-finance person.
Self-Tested Function Mechanisms
I have been using this exact template for months now and it’s been very enlightening on the status across my business ideas.
For insight, I’m doing freelance alongside digital product marketing. I’ve also begun the exploration of consultation and coaching options. It truly made a difference to just see where I was at financially.
How can I use this template?
These are the three main use case bases of this template.
Clarity on Financial Health
You’ll get an easy overview of your business health and which offers and businesses are contributing the most to your revenue inflow.
Seamless Income Attribution
Seamlessly attribute your income and expenses according to your offer and linked businesses to see pre-tax net figures.
Payment Channel Monitoring
Handle the inflow and outflow of cash across banks and payment channels to have an accessible dashboard of your bank balances.
Ready to take charge of your business finances?
What’s in this template?
These are the main pages of this template.
Front Page View
Your front page shows an overview of your businesses’ financial health, and the balances of your payment channels alongside a guide on how to navigate the template.
Income Statement View
Your income statement consists of your inputs broken down into your offers alongside the expenses at the bottom.
Payment Channels View
Lastly, your payment channels will show you the health of your payment channel finances alongside the transactions that have contributed to the bottom line.
Simple and intuitive is the name of the game.
When it comes to your business, simple is the name of the game.
As Leonardo Da Vinci would say, “Simplicity is the ultimate sophistication.”
This is what I always keep in mind when I build business systems and Notion templates.
I try to keep them as simple and intuitive as possible, knowing how I can get lost in the details too many a time.
Frequently Asked Questions
What is Notion?
Notion is a free-to-use single digital space where you can think, write, and plan. Capture thoughts, manage projects, or even run an entire company — and do it exactly the way you want.
How will I receive this template?
You will receive a link you can duplicate the template in your workspace.
Can I refund my template?
Due to the nature of digital products, refunds will not be honored but you can always reach out via e-mail and I will reply to any inquiries as soon as possible.
Can I share this with anyone else?
No. This product has a private license, and must only be used for personal use.
How can I contact you if I have any questions?
You can contact me via e-mail if you run across any problems → systemswitherika@gmail.com.
Curation by Erika 