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.
AI Financial Advisor — Typically replies instantly
