Quarterly planning: setting priorities for the next three months
Quarterly planning for membership owners: review the last three months, choose no more than three priorities and turn them into weekly actions.
Running Your Business
Support, finances, admin and the day-to-day of a membership business.
Recognizing and preventing burnout
Recognizing and preventing burnout as a membership owner: the early warning signs, a simple monthly self-check and how to size your promise to your capacity.
Income tax planning for membership businesses
Income tax planning for membership businesses: setting money aside, keeping records, questions to ask your accountant and avoiding year-end surprises.
Paying yourself from membership income
Paying yourself from membership income should be a habit, not a leftover. Set an owner pay figure, protect tax and reserves, and pay yourself on schedule.
Managing cash flow with recurring revenue
Managing cash flow with recurring revenue: why income is not the same as cash, how annual renewals distort the picture and how to build a buffer.
Bookkeeping basics for a membership business
Bookkeeping basics for a membership business: separate accounts, recording recurring payments, fees and refunds correctly, and a simple monthly routine.
Customer service is a retention strategy
Customer service is a retention strategy, not a cost. How the quality of your support shapes renewals, and practical ways to make every contact keep members.
Offboarding staff and contractors securely
Offboarding staff and contractors securely: keep an access register, reclaim accounts and files they own, rotate shared secrets and handle abrupt exits.
Business insurance for membership site owners
Business insurance for membership site owners: the risks an online business faces, the types of cover to discuss and the questions to ask a broker.
Contracts with freelancers and contractors
Contracts with freelancers and contractors protect you both. Learn what a simple agreement covers, from scope and payment to ownership and confidentiality.