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Take Control of Your Business Finances Today💸

The ESSENTIAL CASH FLOW SETUP CHECKLIST For solo Service Providers

The EssentialCash Flow Setup Checklist

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Get clear on your numbers, set up a system that actually works, and finally feel in control of your business finances.

You didn’t start your business to feel anxious every time you log into your bank account.

But when you’re running things solo, it’s easy to end up guessing:

— What’s safe to spend?

— Have I saved enough for tax?

— Am I even making a profit?

Financial clarity shouldn’t be a mystery — and this checklist gives you the practical setup to stop winging it and start leading your business with confidence.Because your business deserves better than winging it.

WHO This Checklist Is For

This guide was made for solo service providers who are ready to stop feeling foggy about their finances.

It’s especially for you if:

  • You’ve got one business account doing all the things (and it’s a mess)

  • You panic every time a tax bill shows up

  • You’ve been “meaning to get on top of it” for months

  • You don’t know if you’re actually making a profit or just covering costs

  • You feel a bit ashamed when you think about your finances

  • You’re ready for a system that feels doable, not overwhelming

What's inside the checklist:

  • A clear structure for setting up your business bank accounts

  •  Step-by-step instructions for forecasting your income + expenses

  • Guidance on saving for tax, GST, and a financial buffer

  • The exact framework I recommend to every solo service provider I work with

  • A printable checklist and practical examples so you can take action straight away

Hey, I'm Franzi.

Virtual Assistant + OnliNe Business Operations Manager + Founder of VRTL Admin Services

  • Based in sunny Sydney, Australia, I help solo service-based business owners transform their backend chaos into organised, stress-free systems.

  • With a love for admin, systems, and all things finance, I specialise in simplifying cash flow management to give you clarity, confidence and peace of mind.

  • As a certified bookkeeper and Xero Advisor, I’m here to empower you to take control of your business finances.💸 So glad you're here!

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