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The operations handbook for growing businesses

A working guide to the systems, controls and records a business needs as it moves past its first ten staff.

42 pages · 10 August 2026

Download coming soon

OperationsFinanceProcess

What is inside

This handbook is for the point where a business stops being run out of one person's head and has to run on process instead. It is practical rather than theoretical, and every section ends with something you can do this week.

What it covers

  • Records that stay accurate because they are created as a by-product of work, not as a separate job.
  • Money in, from invoice structure to making reconciliation automatic.
  • Money out, covering approvals, limits and the controls that survive an audit.
  • Stock and margin, including why counted stock drifts from recorded stock.
  • Delegation, meaning the roles and permissions that let you stop being the bottleneck.
  • Month end, and how to make it an afternoon rather than a week.

Who it is for

Owners and finance leads at businesses somewhere between ten and a hundred staff, who have outgrown spreadsheets but are not ready to run an enterprise system.

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