Lean SaaS Decision Workflow
Turn Stripe & QuickBooks data into investor ready decisions in 2 weeks
Business
A practical playbook and toolkit that turns Stripe and QuickBooks data into a clear monthly workflow. It covers standardizing imports, reconciling revenue and expenses, building core metrics and scenarios, drafting investor memos, and running decision checklists, with automation recipes that fit lean teams.
Features
- Stripe and QuickBooks field mapping dictionary, normalization rules, and import validation checklist.
- Reconciliation flow map and data hygiene checklist.
- KPI glossary and bridge from MRR to revenue.
- Automation quick start for CSV, APIs, Airtable, Zapier, and Google Sheets
- Investor memo canvas with consistency checklist.
About the creator
Liv@cinnaliv • Joined Sep 2025
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$19.99 one-time purchase