What changed
The Practice Hub now includes three plain-language money-preparation guides and one device-local worksheet for a monthly owner review, confirmed-date calendar, and cost-and-assumption register.
What is affected
- Money basics
- Guidance
- Search
- Practice operations toolkit
- Owner money review
What this means for users
Owners can organize known records, dates, costs, assumptions, missing items, and questions for qualified professionals without receiving a financial-health score or entering sensitive financial, client, account, credential, payroll, tax-identifier, or personnel details.
Action needed: Use these resources for preparation only. Accounting, tax, payroll, fees, billing, payer rules, collections, financing, investments, financial-health conclusions, and legal decisions remain outside this release.
Sources
- Practice Hub methodology and approved master directive (SRC-METHOD-001)
- Manage your finances (SRC-SBA-FINANCES)
- Money Smart for Small Business (SRC-FDIC-MSSB-CASHFLOW)
Review record
- editorial: approved by Codex candidate editorial review on 2026-08-08. Basis: Candidate copy was reviewed for clear language, official-source support, sensitive-data boundaries, and explicit withholding of consequential financial conclusions; owner approval is still required before deployment
This record describes the publication change; it does not make excluded source material or vendor profiles public.