Know your Numbers

Manage your business finances with confidence, all within Microsoft 365!

In order to be able to focus on your zone of genius, you need to be confident that you have a solid business toolkit that fits with your work style, and what matters to you. You deserve to have documents and tools at your disposal that:

  • clearly demonstrate your professionalism
  • are consistent and on-brand, so that clients recognise your content on sight
  • are easy to edit and update, as your business grows and evolves
  • let your expertise shine!

This toolkit gives you all of the elements for a practical and efficient system to manage your business finances, using products you already have access to within Microsoft 365! Work smarter, with confidence in your business, with a Know your Numbers Thriving Toolkit

Thriving Toolkits are a combination of Thrive's DIY Templates and Resources. Know your Numbers has been designed specifically to help you manage your business finances, and be able to request payment from clients, with confidence - all from within Microsoft 365!

Simply add your logo, fonts and colours, and they are ready to use!

Your Toolkit includes:  

 

Business Income Tracking Tool

Microsoft Excel Workbook

This handy Excel workbook helps you break down your income, so you can see the amounts to allocate for superannuation, tax obligations and business operating expenses!

Budget & Forecasting Tool
Microsoft Excel Workbook

This comprehensive Excel workbook shows you how to track your revenue, forecast your revenue for the month ahead, and experiment with your pricing to reach your goals!!

DIY Invoice Template
Microsoft Word Document

Perfect for businesses that aren't ready to take on an accounting system yet, but want to have a consistent, on-brand invoice template that they can send out to clients with confidence

  • Thrive Admin Services

    “Marianne is professional, knowledgeable and an absolute dream to work with. This one document template is now going to be used over and over again and I'm going to look a whole lot more professional!”

    Gemma Wilson Cherry Blossom Social Media

    Cherry Blossom Social Media

  • Thrive Admin Services

    “Marianne is by far the most experienced administrator I have ever had the pleasure of working with. She makes it all seem so easy - it really is like she can see what I have pictured in my mind!”

    Rochelle Courtenay

    Share the Dignity

  • Thrive Admin Services

    “Our ongoing dealings with Marianne and Thrive have been superb. The quality of work, timeliness, proactivity and breadth of skillset has been of enormous support to our young and growing business.”

    O'NEILL Peter

    De Motu Cordis

  • Thrive Admin Services

    “Finding someone like Marianne who is at a 'expert' level of experience not only with actual MS Word document formatting technical skills but also exemplary customer service has been amazing for me, likened to striking gold! I would highly recommend Marianne's services to anyone.”

    DOHERTY-Lee-edited

    Admin & Co

  • Thrive Admin Services

    “Thank you so much, I found the session extremely useful and I really appreciate the notes and the recording. The way you explain things makes it so easy to understand.”

    Juliette_Virtually Driven

    Virtually Driven

Still not sure? 

The Know your Numbers Thriving Toolkit is designed to help you manage your business with the tools and skills you already have! No extra subscriptions or programs, no jargon or tech-speak. Just practical solutions that you can implement straight away!

If you still aren't sure, then maybe these top tips will help you decide if it's right for you:

Do I have to be an expert in Word to use the template?

Short answer - no.

All of Thrive's DIY Templates are designed with all of the hard work (formatting, tables, sections, etc) done for you - you just need to add your logo, and change the colour and style of the fonts, and you will have most of what you need to get started.

If you want a little bit more help, your toolkit includes the step-by-step video tutorials, with unlimited access. You can take your time, and use the tutorials to help step you through the process!

I use Microsoft on the web - will this be an issue?

All of Thrive's templates and resources are designed to be used with Microsoft 365, and will work on both the web and desktop versions (Mac and PC too!).

You may experience some issues updating headers and footers in Word on the web. It is possible, but will take a little bit more patience to complete. None of the Excel resources require editing of the headers or footers.

What level of skill do I need in Excel for these resources?

No skills are required at all!

The resources have been set up with all of the required formulas and formatting included, so you can simply download the files and save them to you computer - and they are ready to use!

The Income Tracker has a free YouTube tutorial included, and the Budget workbook has step by step instructions included, to show you exactly how to get started.

Can I build my own customised toolkit?

Not at this time. The toolkit has been put together specifically for helping you to manage your business finances, using the resources available from Thrive. 

If you are interested in putting together a specific set of Thrive products, please get in touch here, and we can see how we can help.

Marianne Close (with stamp)

Hi there - I'm Marianne

In case we haven't already connected, I am the owner and Microsoft Magician at Thrive Admin Services, a specialist Microsoft 365 training and support service. I have worked in corporate administration roles for over 20 years, covering every stage of administration from reception to finance to C-Suite 1:1 EA work. 

I love solving problems, and being the 'make it happen' person when it comes to documents, spreadsheets, presentations and business systems. My experience has shown me that that it's possible to do some incredible things within the Microsoft 365 suite of products. I know that with a little know-how, you can confidently manage your business and wow your clients using the tools you already have at your fingertips with Microsoft 365!