Free templates, checklists, and tools built by a CFA charterholder and fractional CFO, designed for founders and finance leaders scaling from $5M to $50M.
25-point assessment across 5 categories to determine if your business has outgrown basic bookkeeping and needs strategic financial leadership.
EXCEL
Integrated income statement, balance sheet, and cash flow model with built-in assumptions.
EXCEL
Track revenue, margins, burn rate, and runway. Pre-built for SaaS, e-com, and services.
EXCEL + PPT
Investor-ready monthly reporting template with executive summary and KPI scorecard.
Templates are a starting point. If you need someone to build the models, track the metrics, and advise on the strategy, that's what we do.
Interactive 10-point assessments. Score yourself in 5 minutes. Built by a CFA charterholder and fractional CFO.
10-point assessment covering cash visibility, margin clarity, forecast quality, and decision readiness. For companies $5M to $50M.
Take the Assessment →Cash, margin, inventory, CAC/LTV, and marketing efficiency, scored specifically for DTC and online retail.
Take the Assessment →Client-level profitability, utilization, pipeline-to-cash, and pricing, built for agencies and professional service firms.
Take the Assessment →10-point readiness assessment for founders thinking about selling. Most companies land between 4 and 6.
Take the Assessment →AI Financial Advisor, Typically replies instantly
