For Small Business Owners Who Want to Keep More of What They Earn
| Income Source | Amount ($) |
|---|---|
| Client Payments | |
| Product Sales | |
| Affiliate/Other | |
| Total Revenue |
| Account | Suggested % | Your % | Allocated ($) |
|---|---|---|---|
| Profit | 5% | ||
| Owner’s Pay | 50% | ||
| Tax | 15% | ||
| Operating Expenses | 30% | ||
| Total | 100% |
💡 Use these fields to determine how much to transfer into each account based on your revenue total above.
| Date | Action Taken | Notes (e.g. adjusted % or skipped transfer) |
|---|---|---|
| 10th of Month | ||
| 25th of Month |
💡 Tip: Set a recurring calendar reminder to stick to your transfer rhythm. Ideally, use your banks automatic deposit function to streamline these deposits.
1. What surprised you about your allocations?
2. What will you adjust for next month?