Record what supports the answer
Use simple evidence references to keep known facts, working assumptions and missing information distinct.
Preparation field notes
Make the next step specific.
Practical notes to help you use the workbook with care. These articles are educational; they do not assess your business, calculate its value or replace an advisor.
Give the next 90 days a realistic job
Choose a small number of priorities, name the work and review what actually changed.
Related resources
SBA guidance on managing business finances and operations covers recordkeeping and business management. Business.gov.au guidance on measurable business goals explains goals, actions, resources and review.
Open your preparation workbook to record your own questions and next actions. Keep documents and sensitive notes in your own secure records.