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15 lessons

Money and paperwork

Your numbers, your quotes and the back office.

When you finish: You'll know how to write a clear quote, work out what to charge, turn your sales and bank downloads into numbers you can read, and get the back-office paperwork written down once.

What you'll use
  • The Claude app or claude.ai
  • Part 2Numbers on your Mac, plus downloads from your own sales system, bank and card, with the private details taken out
  • Part 3Notes, Numbers, Preview and your calendar

Up next: Write the quote · 30 minStart here

1. Money in

  1. Write the quote 30 min · 6 steps
  2. The money conversation 35 min · 8 steps
  3. What to charge 40 min · 7 steps

2. Your numbers

  1. CSV in, paperwork out 40 min · 7 steps
  2. The weekly scoreboard 35 min · 8 steps
  3. Reports vs notes 30 min · 6 steps
  4. Where did the money go this month? 45 min · 9 steps
  5. Hand your accountant a clean year 60 min · 8 steps

3. The back office

  1. Read the contract for me 40 min · 8 steps
  2. Your one-page AI policy 30 min · 7 steps
  3. Fix it once 35 min · 7 steps
  4. Write it down once 40 min · 7 steps
  5. Hiring 50 min · 9 steps
  6. Choose software without the sales pitch 40 min · 7 steps
  7. Meeting notes into to-do lists 25 min · 6 steps

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