Vicki Morton
Vicki the Virtual Assistant
Professional & Business Services
Tonbridge, Kent
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Running a business is exciting. But when it comes to money stuff, it’s easy to feel overwhelmed or put it off till the last minute (hello, midnight panic before the tax return deadline 👀). This worksheet is here to make the numbers side feel less scary. We’re not using confusing jargon or throwing in facts that might go out of date — just real, practical info to help you feel more in control of your business finances.
💡 What This Worksheet Covers:
- What’s what: the key finance terms, demystified
- What to track: the money basics your business needs
- Good habits: how to stay on top without it taking over your life
- Common trip-ups (and how to dodge them)
📘 Key Terms Refresher
🧾 Mini Money Challenge: Budgeting for Success
Take a moment to plug in rough figures (don’t worry — it’s just to give you a clearer picture).
Expected Monthly Income: £______
Fixed Costs (like rent, insurance): £______
Variable Costs (like supplies, ads): £______
Expected Profit: £______
✏️ Tip: If your profit looks low or negative — don’t panic! That’s a flag to tweak costs or income, not a fail.
⚡ What If... Your Biggest Payer Delays Payment?
Cash flow gaps are common, and they catch many founders off guard. Write down 2-3 ideas to help your business stay afloat if money comes in later than planned: