The small
business
field guide.

Start with your last three software bills. For each tool, write down its base price, extra seats, and paid add-ons. Divide annual charges by 12 so you can compare them monthly.

The worksheet will help you spot duplicate features and flag subscriptions to review before they renew.

Pick one day each week to review unpaid invoices. List the due date, the last time you contacted the customer, and who will follow up next.

We’re building a checklist you can use even if you manage your invoices in a spreadsheet.

Follow one order from the first estimate to the final invoice. Mark each place someone retypes the customer’s name, address, or order details.

The guide will walk through choosing which record to keep current and where your team can reuse it.