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Guides, Templates & Checklists for Business 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.
Featured · Interactive assessment
AI Readiness Checklist for $1–10M Businesses
Before you spend a dollar on AI, find out if your systems can hold it. 29 yes/no questions across seven areas of your business: instant score, readiness band, and the section to fix first.
~10 minutes · no technical knowledge required · printable PDF included
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 (download link inside the guide)
- Best / base / stress scenario toggle
- Variance tracking built in
Excel template + 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 $1–10M Businesses
Before you spend a dollar on AI, find out if your systems can hold it. 29 yes/no questions across seven areas of your business, with a scored readiness band and clear next steps.
- 29 yes/no questions across 7 operational areas
- Scoring bands from Ready to Build to Start with the Basics
- Interactive online version with an instant score
29-point assessment · 7 sections
Take the interactive version for an instant scoreQuickBooks 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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