Free Resources
Guides, Templates & Checklists for SMB Leaders
Practical tools built from real CFO engagements. Enter your name and email and we'll send each resource to your inbox the moment it's ready.
What a CFO actually does, PDF overview, no form required.
7 Financial Warning Signs Your Business Needs a CFO
A practical checklist for business owners to assess whether their current financial systems are holding back growth, and what to do about it.
- 7 specific red flags with scoring guide
- What each warning sign means for your business
- Recommended next steps based on your score
12 pages
13-Week Cash Flow Forecast Template
The same rolling cash flow model our CFOs use with clients. Plug in your numbers and get immediate visibility into where cash will be tight.
- Pre-built 13-week rolling forecast in Excel
- Instructions for customizing to your business
- Variance tracking built in
Excel + 6-page PDF guide
ERP Selection Guide for Growing SMBs
A step-by-step framework for evaluating whether your business needs an ERP upgrade, and how to choose between the leading platforms without getting oversold.
- ERP readiness assessment checklist
- Platform comparison: Dynamics 365, NetSuite, Sage, Acumatica
- Questions to ask before signing any contract
20 pages
AI Readiness Checklist for SMBs
A structured self-assessment to determine where your business is ready to benefit from AI, and where it needs better foundations first.
- 5-category readiness assessment
- High-ROI vs. low-ROI AI use cases by business type
- Common failure modes to avoid
14 pages
QuickBooks Health Check
A 20-point audit checklist to identify whether your QuickBooks setup is producing accurate, trustworthy financial data, or quietly misleading your decisions.
- 20-point audit checklist with pass/fail criteria
- Most common QuickBooks errors and what they cost you
- When to clean up vs. when to start over
16 pages
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