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Tools & Resources

Free finance tools for professional service firms

Explore 6+ free tools for managing your firm’s finances, from quick diagnostics to a 30-day improvement plan.

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Your free Financial GPS snapshot

Your finances deserve direction, not just data. See where your business stands on cash flow, reporting and performance, with the gaps, quick wins and actionable insights to stay on course.

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Law firms

Health check for law firms

Calculates your firm’s annual revenue leakage from billing rates, utilisation, realisation, collections, WIP DSO and AR DSO.

  • Billing rates
  • Utilisation
  • Realisation
  • Collections
  • WIP DSO
  • AR DSO
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Diagnostics

Utilisation, realisation & DSO self-diagnostic

Benchmark your firm’s performance like a CFO. Turn time into revenue.

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Diagnostics

Self-check table: last 30-day actuals

Track last month’s performance against targets to uncover patterns and improvement areas.

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Cash flow

Cash flow runway estimator

Find out how long your current cash will last. Estimate your runway in minutes and see if your business is built to sustain growth.

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Planning

30-day finance improvement sprint planner

Your step-by-step roadmap to financial clarity: a 30-day action plan to tighten reporting, cash flow and forecasting accuracy.

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Planning

Turn your sprint plan into a scalable system

Turn your 30-day finance sprint into a repeatable system, with the key KPIs to track progress and scale performance.

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Want someone to read the numbers with you?

Book a free 30-minute finance review. We’ll look at your results together and show you the next turn to take.

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