Tools and Resources
Your Free Financial GPS Snapshot
Your finances deserve direction, not just data.
Get your Free Financial GPS Snapshot to instantly see where your business stands on cash flow, reporting, and performance.
Discover gaps, quick wins, and actionable insights to stay on course for confident growth.
Explore Over 10+ Tools For Managing Small Business Finances
Cash Flow Forecast Excel
Plan your next 90 days with confidence. Use this editable cash flow forecast template to project inflows, outflows, and identify funding gaps early.
Turn Your Sprint Plan Into a Scalable System
Learn how to turn your 30-day finance sprint into a repeatable system. Discover key KPIs to track progress and scale your financial performance.
30-Day Finance Improvement Sprint Planner
Your step-by-step roadmap to financial clarity. Follow our 30-day action plan to tighten reporting, cash flow, and forecasting accuracy.
Traffic Light Gap Map
Visualize your firm’s financial health at a glance. Use this red-yellow-green gap map to identify risks and prioritize quick improvements.
Self-Check Table - Last 30-Day Actuals
Track last month’s performance vs. targets to uncover patterns and improvement areas.
Utilization, Realization & DSO Self-Diagnostic
Benchmark your firm’s performance like a CFO. Turn time into revenue.
Cash Flow Runway Estimator
Find out how long your current cash will last. Estimate your financial runway in minutes and see if your business is built to sustain growth.
14-Point Financial Navigation Scorecard (Fill-in)
Run your own mini financial audit. Use this scorecard to check the 14 key metrics that reveal the true health of your business.
Finance Readiness Score
Rate your finance setup across 10 key areas — from reporting and forecasting to cash flow control — and get your personalized readiness score instantly.