Your money, in plain English

Your Chief of Staff can act as your bookkeeper and your CFO, so you always know what your money is doing without spreadsheets or accounting jargon. Connect your payment account, and your bank or accounting tool if you use one, and it goes to work.

Keeping the books

Your Chief of Staff sorts your income and expenses into the right categories for your kind of business, keeping everything tidy and tax-ready all year. When it is not sure how to categorize something, it asks you rather than guessing. Once a month it closes the books and hands you a short plain-English recap.

The four questions it answers

• How much should I set aside for taxes? The moment money comes in, it tells you what to set aside and what is truly yours. For example, "You earned 12,000 dollars. Set aside 3,900 for taxes. 8,100 is yours." It also reminds you before quarterly deadlines so you are not caught off guard.
• When will cash get tight? It watches your income and spending and warns you early if a shortfall is coming, so you can act before it becomes a problem.
• What actually made money? It shows which listings, jobs, or offers were profitable after their real costs, including ad spend, so you know where to put your effort.
• Can I afford this? Ask it about a hire, a tool, or a bigger ad budget, and it answers plainly with the numbers behind it.

How you can trust the numbers

Every number your Chief of Staff gives you can be traced back to the actual transactions, so you can always see how it got there. It is conservative on purpose, and it never moves money without your approval.

This is a clear picture of your finances, not tax advice. For filing and any big financial decision, confirm with your accountant.