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13-Week Cash Flow Template
Monthly Financial Reporting Package
Annual Operating Plan Template
See a cash squeeze coming weeks ahead, not on payroll Friday. Week-by-week receipts, payments and ending cash. Excel.
Annual Operating Plan Template
Monthly Financial Reporting Package
Annual Operating Plan Template
Turn next year's goals into a month-by-month plan for sales, margins, staffing and cash. Excel.
Monthly Financial Reporting Package
Monthly Financial Reporting Package
Monthly Financial Reporting Package
Profit and cash side by side, actual vs budget and prior year, with a 12-month trend. Excel.
TrueCost Quote System Demo
Buy a Business Acquisition Workbook
Monthly Financial Reporting Package
An interactive demo of true product cost and margin on every quote, using illustrative data. Opens in any web browser.
Buy a Business Acquisition Workbook
Buy a Business Acquisition Workbook
Buy a Business Acquisition Workbook
Model a small business purchase the way an SBA lender will, from sources and uses to the lender test. Goes with Fire Your Boss, Buy a Business. Excel.
Buyer's Toolkit Worksheets
Buy a Business Acquisition Workbook
Buy a Business Acquisition Workbook
Household budget, cash proof, add-back test, working capital peg and a diligence tracker for your deal. Excel.
Buyer's Toolkit Checklists
Buyer's Toolkit Checklists
Buyer's Toolkit Checklists
Printable worksheets and checklists for every step, from your deal spec to your first 100 days. PDF.
Read The Fractional CFO Playbook Free
Get the Introduction and the full 90-Day Plan to Clarity: the step-by-step plan for going from flying blind to seeing your numbers clearly. Free, from the author.