Free Resources for Small Businesses
Your Financial Story Clarity Toolkit
Running a small business comes with unique challenges, and you shouldn't have to figure out every financial detail alone. These resources help you understand what story your financial data tells about your business, spot opportunities you might be missing, and make confident decisions based on real insights.
Each tool is designed to give you immediate clarity in different aspects of your business, so you can move from guessing to knowing in the areas that impact your bottom line most.
Stop wondering where you stand financially. This comprehensive checklist helps you quickly identify strengths, weaknesses, and opportunities hiding in your current financial situation—all in one focused afternoon.
Perfect for when you need to understand your complete financial picture and create an action plan for improvement.
Stop guessing when you'll get paid. This complete analysis system shows you exactly which customers pay late, when to follow up, and how to fix the payment patterns that are killing your cash flow.
Includes an automated tracking worksheet with a visual dashboard plus a comprehensive strategy guide with action plans for every scenario.
Stop guessing where your cash will be next quarter. This comprehensive spreadsheet template includes a 13-week rolling forecast, with accuracy tracking, and step-by-step setup instructions.
Turn cash flow guesswork into confident decision-making. Get your template today.
Stop guessing how much cash your business should keep on hand. This free calculator gives you personalized minimum, recommended, and optimal cash reserve targets based on your specific business type, payment patterns, and seasonal needs.
No more generic "3 months of expenses" advice that doesn't fit your situation—get numbers that actually make sense for your business so you can plan with confidence.
That "low" processing rate you signed up for probably isn't your real cost. Between setup fees, monthly charges, chargeback costs, and transaction fees, most businesses pay 50-75% more than they think.
Use this free worksheet to calculate your true effective rate and compare it with other processors.
Ready for More Personalized Support?
These resources are just the beginning. If you're ready to move from doing this alone to having ongoing financial clarity and strategic insights for your business, let's talk.
In just 30 minutes we'll understand your specific situation and discuss how I can help you stop guessing at your business decisions.