Description
This digital workbook teaches team-based small businesses how to build and manage shared budgets. You’ll learn how to categorize team expenses, forecast salary and contractor costs, and allocate project budgets. The workbook includes scenario examples like marketing launches or seasonal inventory planning. Also includes access to budgeting calculators and visual spending dashboards. It comes with team-accessible spreadsheets that can be edited live using cloud tools. Video lessons guide managers on how to implement the system without needing financial expertise. Bonus materials include policy templates for staff expense claims. Designed for 2–20 person teams looking for organization and visibility. This is a flexible, clear budgeting system with no fluff. It’s especially useful for growing companies managing new hires and shifting needs.
Digital Workbook + Video Lessons + Templates
2.5 hours of video + unlimited workbook use
Budget creation, cost forecasting, expense tracking
Team leads, startup owners, operations managers
