The same documents, trackers, and systems we use with our consulting clients — packaged so you can put them to work in your business immediately. Each template is built in plain English, customizable to your business, and designed to be useful from day one.
A complete backend system to organize, track, and run your business with clarity. This is not a planner or a collection of random templates. It’s a structured system designed to replace scattered files, mental tracking, and disorganization.
What’s included:
Volume One: The Quick Start Guide
Volume Two: The Weekly Operating Playbook
The Command Center Dashboard
What it does:
Centralizes your business information
Helps you prioritize and execute weekly
Creates structure so nothing falls through the cracks
Who it’s for:
Business owners who feel disorganized behind the scenes
Business owners who need a clear, functional system
Business owners…well…business owners who run a business!
How it works:
Download
Set up
Use weekly
If your business feels scattered, this gives you structure.
Never miss a deadline. Enter your expiration dates once — the status column automatically turns red (expired), amber (due within 90 days), or green (active). Intelligent auto-calculating intelligence for small business requirements — state licenses, annual reports, trademarks, sales tax, insurance, and vendor contracts. One date entry. Automatic status. No manual tracking!
Your single source of truth for critical business information. Covers state licenses, registered agent, trademark, domain, merchant accounts, and all key business relationships. Fillable PDF + Excel companion included (companion will be emailed separately after purchase).
8 SOPs for universal small business processes: Client Onboarding, Invoice & Payment Collection, Vendor Management, Social Media Workflow, Employee Onboarding, End-of-Month Close, Customer Complaint Resolution, and Offboarding. Same research-backed structure — built so someone new can pick up where your brain left off.
12 critical compliance issues for 2026 — translated from regulatory language into plain English and executable action steps. Covers CMMC 2.0, FAR/DFARS overhaul, 8(a) upheaval, cash flow risk, DOGE terminations, subcontracting enforcement, and more. Every issue includes a readiness tracker and assignee fields. Updated and re-released every January.
Never miss a deadline. Enter your expiration dates once — the status column automatically turns red (expired), amber (due within 90 days), or green (active). Covers SAM.gov, certifications, tax filings, insurance, and contracts. Dashboard tab counts everything live.
Your single source of truth for critical business information. Covers EIN, SAM.gov, CAGE code, 8(a)/WOSB certifications, key contacts, contracts tracker, and account access log. Fillable PDF for printing and Excel companion for live reference. Comes with an Excel spreadsheet companion for enhanced tracking (companion will be emailed separately after purchase).
8 fully built Standard Operating Procedures for government contractors: Contract File Setup, Invoice Submission, Deliverable Tracking, Timesheet & Labor Recording, Subcontractor Management, Contract Closeout, Employee Onboarding, and Compliance Documentation. Every SOP includes a resource audit, numbered steps, Definition of Done, sign-off, and feedback field.
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