Best fit
Use it where the problem is already visible.
An owner-led business that already has source records and wants a practical monthly decision rhythm.
Money and reporting toolkit
Monthly Money Review Kit
Turn familiar reports into a clear monthly owner decision.
$29 USDOne-time digital purchase
Stripe collects the email address needed for your receipt and private delivery link and handles payment details. Your separate Christie Legacy Co email preference is attached to the paid order. Christie Legacy Co does not receive or store full card numbers.
Owner decision view
What changed, and what will you do next?
Move from report-reading to a short list of decisions, owners, and follow-up dates.- Cash position and pressure
- Income and expense movement
- Expected payments
- Next 30-day decision
The problem
Stop guessing what the numbers mean. Decide what to do next.
Review movement, exceptions, upcoming pressure, and next actions without spending the day inside your books.
See what came in, what is due, and which money decision needs your attention now.
What you will use
A focused set of tools for one practical outcome.
- Guided monthly review
- Decision and follow-up tracker
- Reusable owner summary
What is included
A complete, independently usable package.
No Christie Legacy Co service or subscription is required to use the resource.
- Five-sheet Microsoft Excel workbook
- Fixed PDF implementation guide
- Editable Word guide
- Clearly labeled fictional example
Keep the right boundary
Choose another route when specialist judgment is needed.
This is not bookkeeping software, a bank reconciliation, a tax workpaper, a forecast, or professional accounting advice.
Purchase and use
Know the license, delivery, and support boundaries.
Digital product terms version 2026-09-07-v1
Single-business internal use
You may use, print, and adapt working copies inside one legal business or sole proprietorship. Current employees, managers, and service providers may use working copies only while helping that business. You may not resell, redistribute, publicly post, share across unrelated businesses, or use the product as a paid client, course, training, coaching, or membership deliverable.
Protected digital delivery
This is a digital product; no physical item will be shipped. After Stripe confirms payment, the order page provides a private access link and signed file links that expire after ten minutes. The saved access link can request fresh file links unless the order is refunded or access is revoked. No customer account is required.
Digital purchase resolution
Digital purchases are generally not returnable, exchangeable, or cancellable after digital access begins. Christie Legacy Co will correct a verified duplicate charge and review a wrong, missing, corrupt, inaccessible, materially defective, or materially misdescribed file. Rights and remedies that cannot legally be limited still apply.
Bounded order support and updates
Support covers order access, missing or corrupt files, wrong files, and basic opening instructions, with a target response within two business days. It does not include customization, product completion, software training, implementation consulting, review of confidential information, or professional advice. Future editions, feature updates, and ongoing support are not included unless Christie Legacy Co says otherwise in writing.
Compatibility
Requires software that can extract ZIP files, a standard PDF reader, Microsoft Word or compatible DOCX software, and Microsoft Excel or a compatible XLSX application. Formatting and formulas may vary outside Microsoft Office.
Privacy and payment processing
Stripe processes payment details. Christie Legacy Co receives the minimum order and entitlement information needed to confirm, deliver, support, document, or refund the purchase and does not receive or store full card numbers. Stripe collects the buyer email needed for the receipt and delivery link. Before Stripe opens, the website asks for a separate yes-or-no marketing choice and attaches that answer to the paid order. A purchase does not enroll the buyer in marketing, and declining marketing does not affect order or delivery messages.
By continuing, you request digital delivery after payment and acknowledge that immediate access may affect a cancellation or withdrawal right where applicable. Read the complete website Terms of Use and Privacy Notice before continuing.
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