Grab our free guides to up-level your small business finance knowledge

  • NEW! Financial Accountability Checklist

    Grab our easy Financial Accountability Checklist that walks you through weekly, monthly, quarterly, & annual questions to ask when looking at your numbers.

  • 2024 Annual Planning Guide

    This step-by-step guide will get your 2024 annual plan done in no time. Planning for next year is more about taking the time to think about what could happen, what you want to happen, and what it will take to get there.

  • Optimizing your Working Capital

    To little working capital can mean the difference between life and death of your business. Grab this free guide to fully understand what your business needs. The guide will take you through all the aspects of working capital and has a link to a google sheet to do the calculations for you.

  • Guide to SAAS COGS

    This is a high level overview of what can and cannot go into cost of goods sold for SAAS (Software as a Service) businesses.