Resources
Tools built from real engagements
Each of these came from working with owner-managed businesses. Use them on your own or bring the results to a conversation.
Financial Health Scorecard
Ten questions across cash, margin, controls, and reporting that reveal where your finance function is strongest — and where it is quietly costing you.
Request this resourceCash Flow Checklist
The weekly and monthly disciplines that keep an owner-managed business ahead of its cash cycle, including a 13-week forecast starting structure.
Request this resourceKPI Guide
How to choose the five to seven metrics that actually run your business, with sample metric sets for construction, distribution, and professional services.
Request this resourceBusiness Clarity Articles
Short, practical pieces on controls, profitability, and decision-making for owner-managed businesses.
Request this resourceWorking Capital Calculator
See how your current assets and short-term obligations come together, where your working capital is concentrated, and what your numbers may be signaling.
Check My Working CapitalIn development
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Reserved for the tools we're building next. Ask if you'd like early access.
Break-Even Calculator
Find the revenue level where fixed costs are covered and each additional dollar starts contributing to profit.
Equipment Financing Calculator
Compare purchase, loan, and lease scenarios so an equipment decision holds up against your cash position.
Video Library
Short executive briefings on the financial questions owners ask most often.
Client Portal
Secure document exchange and engagement tracking, integrated with TaxDome and Microsoft 365.
Case Studies
Anonymized engagement stories with the numbers behind the outcome.
Assessment Scheduling
Book your 90-minute executive review directly from the site.