The Best Financial Formulas Workbook for Small Business Owners
This workbook is your plain-English guide to the numbers that actually matter: margin, markup, break-even, cash runway, ROI, and more. No textbook fluff—just real-world formulas explained so you can make confident decisions about pricing, expenses, and growth.
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What You’ll Learn Inside
Each section breaks down a core formula, explains what it means in human language, and gives you space to plug in your numbers:
- Margin & Markup: Price correctly so you stop undercharging.
- Break-even Point: See how many sales you need just to cover costs.
- Cash Runway: Know how many months of “breathing room” you have.
- Average Order Value & Lifetime Value: Understand the value of each customer.
- Prime Cost (for restaurants & foodpreneurs): Track food & labor the right way.
You’ll also get simple notes on how these formulas connect to your bookkeeping & systems setup so your numbers match what you see in QuickBooks.
Who This Workbook Is For
- Entrepreneurs who “hate math” but want real clarity.
- Restaurant & food truck owners watching every dollar.
- Service providers & agencies testing new offers.
- Family businesses that never had a proper finance cheat sheet.
How to Use It
- Print it or open it on your tablet/laptop.
- Start with the formulas that match your current pain (pricing, cash, cost).
- Plug in last month’s numbers from QuickBooks.
- Use the notes section to write down 1–3 actions for the next 30 days.
Connect the Formulas to Real Systems
This workbook pairs perfectly with the way Net Profits Consulting sets up your bookkeeping, operations, and tech stack. If you want help turning these formulas into dashboards and weekly reports, explore our consulting & implementation services .
Curious which tools we actually plug into your business to track these numbers? Visit the Net Profits Partner Ecosystem to see how QuickBooks, monday.com, Gusto, and other platforms connect to your financial story.
Ready to stop guessing what your numbers are trying to tell you?
📊 Get The Best Financial Formulas Workbook