RESOURCES
Tools & Templates
Practical financial resources to help your business build a stronger foundation.
Sound financial decisions start with the right information. The resources on this page are designed to give business owners a practical starting point — whether you are assessing your current position, preparing for a conversation with your bank, or building internal reporting discipline.
AVAILABLE NOW
Free Resources
Download and use these resources at no cost. No sign-up required.
CHECKLIST
Cash Flow Management Checklist
A practical checklist to assess whether core cash flow practices are in place. Use it to identify gaps before they become problems — ideal for a quick self-assessment or preparing for a CFO conversation.
GUIDE
5 Financial Warning Signs Most Business Owners Miss
A practical checklist to assess whether core cash flow practices are in place. Use it to identify gaps before they become problems — ideal for a quick self-assessment or preparing for a CFO conversation.
FINANCIAL ASSESSMENT
Free CFO Readiness Assessment
A structured, interactive assessment that evaluates the current state of your financial leadership across five key categories. In under four minutes, you will receive a personalized results summary with actionable guidance based on your score.
Covers cash flow, reporting, planning, controls, and growth readiness
Instant results -- no email required to view your score
Personalized recommendations based on your specific results
Designed for founders, CEOs, and business owners at any stage
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COMING SOON
More Resources in Development
Additional tools and templates will be added here on an ongoing basis.
TEMPLATE
Budget Preparation Questionnaire
TEMPLATE
Chart of Accounts Starter
WORKSHEET
Financial Health Score Worksheet
CHECKLIST
Bank Loan Readiness Checklist
Looking for more personalized guidance?
These resources are a starting point. If you are ready for hands-on financial leadership tailored to your business, let's talk.