MF-07
Personal-to-Business Money Boundary Kit
Make personal and business money movements traceable. — method, worked example, fillable working sheet, and closeout.
What’s free
A four-page tool: method with worked example, fillable boundary kit, and closeout. Direct download — no email gate. An operating aid, not tax, payroll, or legal advice.
How to use this week
1) List account nicknames and who uses them. Never write full account numbers. 2) Write the normal route for business receipts and spending. 3) Record exceptions and reimbursements. 4) Name who reviews a crossed boundary before it repeats.
Direct downloads
No email gate. Files download immediately.
For personal or internal business operations use. Not for resale. Not professional financial, tax, medical, or investment advice.
First-step files are short staging artifacts. AFI Ops may replace them with approved binaries before any production release.
Deeper pathways
Operational Baseline and Fractional Operations Lead are the pathways when the money boundary needs an installed cadence. No prices; contact AFI.
Related solutions
- AFI Operational Baseline — Install a clear operating baseline so decisions and cadence stop living only in your head.
- Fractional Operations Lead — Embed experienced ops leadership part-time to run cadence, boundaries, and delivery health.
Need help putting this in place?
Contact AFI to talk through fit. No prices are listed here.
Contact us