Educational Resources

Digital Library

A collection of educational materials, practical templates, and reference guides developed to complement the workshop sessions. All resources are for informational purposes only.

Templates

Practical tools for daily use

These templates are designed to be simple enough to use on paper or in a basic spreadsheet application.

Daily Income and Expense Log

A simple template with columns for date, description, income amount, expense amount, and a running total. Designed to take five minutes at the end of each business day.

Format: printable and spreadsheet-compatible

Monthly Summary Sheet

A one-page template to compile weekly totals and see the month's income, expenses, and net result at a glance. Includes space for notes on unusual months.

Format: printable and spreadsheet-compatible

Personal vs. Business Expense Separator

A worksheet to help classify existing expenses and decide which belong to the business and which to personal life. Useful at the start of the finance separation process.

Format: printable worksheet

Owner Pay Planning Template

A simple framework for deciding how to pay yourself from your business in a structured way, keeping a clear boundary between your income and the business's operating funds.

Format: printable worksheet

Reference Guides

Background reading and reference materials

These guides provide context and background on topics covered in the workshop. They are informational only.

Understanding MiPyME Support Programs in Mexico

An overview of the categories of support available to micro, small, and medium enterprises. Covers federal programs and explains how to verify current availability through official channels. Informational only — not an application guide.

Guide

Introduction to Fiscal Concepts for Small Businesses

A plain-language explanation of RFC, CFDI, and the main tax regimes applicable to small businesses in Mexico. Does not constitute tax advice. Includes a glossary of common terms.

Guide

Navigating Official Sources: A Practical Map

A guide to the key government websites relevant to small business owners in Mexico, including SAT, Secretaría de Economía, IMSS, and state-level portals in Veracruz. Explains what each resource contains and how to use it.

Guide

Finance Separation Checklist

A step-by-step checklist to work through when beginning the process of separating personal and business finances. Each step includes a brief explanation of why it matters.

Checklist

Questions to Ask a Professional Accountant

A list of questions participants might want to bring to a certified public accountant when they are ready to seek professional guidance. Helps make the most of a professional consultation.

Reference
How to use these resources

Are these resources available to everyone?

The materials in the digital library are developed for use by workshop participants. They are educational in nature and are provided as supplementary reading to accompany the in-person sessions.

All guides and templates are for informational purposes only. They do not constitute professional advice of any kind. For questions about specific tax situations, legal matters, or financial planning, participants are encouraged to consult a qualified professional.

To receive access details or to ask questions about specific resources, use the contact form or reach out by email.

Contact Us
Organized collection of educational worksheets and financial guides spread on a clean desk surface