The Legacy Business Finances System

Know whether your business is really making money, every single month.

The Legacy Business Finance System

You work hard. Customers keep coming. Yet at the end of the month, the M-Pesa is empty and you cannot say where the money went. Sales and personal spending share one line, receipts sit in a handbag, and KRA deadlines arrive like a surprise. You are busy, but you do not know if your business is actually paying you.

The Legacy Business Finance System changes that. This Excel tool was designed by Coach Susan for real African businesses. M-Pesa Tills, deni sales, SACCO loans, eTIMS and KRA deadlines are all built in, so you never have to force your business into bookkeeping made for someone else.

Log your sales and expenses once. Your Profit & Loss, dashboard and health check build themselves.

Key Features:

Know your numbers

Automatic Profit & Loss: for service businesses, product businesses or both. Log your sales and expenses, and your P&L builds itself
Sales and Expense Logs: record every sale and every cost in one place, with dropdown categories that send each entry to the right line
Financial Dashboard: your revenue, expenses, net profit and profit margin, month by month, all updating automatically

Price and plan with confidence

Cost of Goods and Pricing Tool: know what each product really costs, and set prices that cover your costs, your overheads and a healthy margin
Cash Flow Planner: see cash coming in and going out each month, so you are never profitable on paper and broke on Friday

Stay on the right side of KRA

KRA VAT Tracker: output vs input VAT and what you owe each month, with filing deadlines
Kenya Tax Guide: current tax rates, reliefs and due dates, plus a simple calculator to estimate your income tax or Turnover Tax
M-Pesa Log: track every business transaction and what the fees really cost you

Check your business health

Business Health Check: a monthly score for your business, with clear actions to take when profit, costs or cash need attention

User Manual and Coaching Notes (PDF)

A system only works if you know how to use it, and why. That’s why it comes with a complete guide.

Part 1: Using Your System.

Step-by-step setup in 10 steps, sheet by sheet, plus a simple finance routine to keep your books up to date.

Part 2: Coaching Notes.

Separating business and personal money, Profit First and the Legacy Pocket System, paying yourself, cash flow and good debt, record keeping made simple, and the KRA rules every owner must know.

This system is for you if:

You are busy and selling, but can’t say whether your business actually makes a profit
Your business and personal money share one M-Pesa line, and you want to separate them for good
You pay everyone in your business except yourself
You struggle with record keeping and want a simple system that does the hard work for you
You are not sure what to charge, or suspect your prices are too low
You want to understand VAT, Turnover Tax and eTIMS without the fear
You want clean records that a bank, SACCO or investor will take seriously