Start with the problem costing you the most

What is the one problem you want off your plate?

Choose the pressure consuming the most time, money, or attention. Get a quick win free or build the system yourself.

Your matched starting point: Money

Stop guessing what the numbers mean. Decide what to do next.

See what came in, what is due, and which money decision needs your attention now.

Complete DIY solution$29 USD

A monthly money routine

Monthly Money Review Kit

Turn familiar reports into a clear monthly owner decision.

Review movement, exceptions, upcoming pressure, and next actions without spending the day inside your books.

What you will use

Guided monthly review
Decision and follow-up tracker
Reusable owner summary

Build My Monthly Money Routine

Christie Legacy CoMonthly money review

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

Your next decisionRecord the decision, owner, due date, and number you will watch.

Want a quick win first?

Find the gap before you build the fix.

Use the free resource to understand the problem and take one useful first action.

Free diagnostic resource20 minutes

Money you can act on

The 20-Minute Weekly Money Pulse

Know what came in, what is due, and what needs a decision this week.

Use one short weekly check to see cash pressure early, follow up on money still expected, and choose the next financial action.

What you will use

One focused weekly worksheet
A completed example
A seven-day review check

Check My Money in 20 Minutes

Christie Legacy CoWeekly money pulse

20-minute owner check

What needs your attention this week?

Use the numbers you already trust. Keep this review focused on one week and one decision.

Cash available today

Money expected this week

Bills and commitments due

One decision to make now

Your next decisionWhat will you do, who owns it, and when will you check again?

One problem at a timeStart with the pressure you feel now.

Plain-language guidanceMake a decision without another course.

Useful formatsWork from a printable or editable tool.

Practical insights

Understand the problem before you build the fix.

Read the fuller explanation, try one useful action, then choose the paid resource that fits the system you want to build.

Practical article

Does Your Business Depend Too Much on You? Six Signs to Check

Learn six signs that routine work depends too much on the owner, what causes the bottleneck, and one practical step toward shared control.

Read the Article Start Removing the Bottleneck

Practical article

Why Rework Keeps Happening: Find the Broken Handoff

Learn why completed work keeps coming back, how a broken handoff creates rework, and how to trace one correction to the step that needs repair.

Read the Article Capture My Workflow

Practical article

Tribal Knowledge in a Small Business: Find What the Team Cannot Use

Learn how tribal knowledge slows training and creates hidden risk, then use a practical test to find the context your team cannot yet use.

Read the Article Capture My Workflow

Practical article

Small-Business Blind Spots: What to Track Before Problems Become Emergencies

Learn how to spot operational blind spots before complaints, overdue work, or cash pressure become the first signal that something needs attention.

Read the Article Build My Owner Dashboard

When DIY is not enough

Is the problem bigger than one workbook?

When the issue crosses people, systems, or decisions, Christie Legacy Co can help identify what needs to change and shape a practical path forward.

Request a Starting-Point Review

Guided help may fit when:

The same issue keeps returning after you fix it.
More than one person or system is part of the problem.
The numbers are available, but the next decision is not clear.
You need a working plan, not another general recommendation.