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Quarterly BAS prep agent for solo coaches
A 5-step BAS prep workflow for solo coaches: income split, expense categories, GST position, owner-pay check, and the 5 questions to ask the accountant.
Monthly money review agent: income, tax to set aside, owner pay
A 5-output money review for solo coaches: profit, tax to set aside, owner-pay verdict, the one trend to watch, and the next habit to install.
Quarterly business review agent (solo coach)
Runs a 90-day business review on yourself as a solo coach — revenue, capacity, energy, content, offers, and the one bet for next quarter.
Build a GTD-style task system
Sets up a Getting Things Done (GTD) system tailored to a solo operator's tools and workflow.
Cash flow forecast agent (12-week rolling)
Solo operator's cash flow tool: takes scheduled jobs + outstanding invoices + known costs, projects 12 weeks ahead, flags any tight weeks before they hit.
Build a 'first hire is a contractor' framework
Helps a solo founder design their first contractor engagement well.
Build a 'first hire' decision framework
Helps a solo founder decide what role to hire first.
Build a 'one big thing per quarter' plan
Plans the 'one big thing' that defines a quarter for a solo operator.
Write a 7-day Instagram content plan
Plans a week of on-brand Instagram posts for solo founders and small marketing teams.
Write a 'monthly retro for one' template
Provides a monthly retro template for solo operators with no team to review with.
Build a 'research playbook' for solo founders
Drafts a lightweight research playbook for solo founders without research budget.
Build a personal finance framework for founders
Provides a personal finance framework for solo founders managing irregular income.
Build a weekly bookkeeping rhythm for solo operators
30-minute Friday bookkeeping ritual: bank rec, invoice chase, expense capture, dashboard glance. Built for AU sole traders.