Free tools and templates for business owners
The same checklists and frameworks our team uses with clients — packaged into print-ready PDFs you can use today.
The 30-Day Onboarding Checklist
Exactly what happens in your first 30 days with a bookkeeping and fractional CFO partner — from your first call to your first clean monthly close. A week-by-week checklist so you know what to expect and what to prepare.
Get the PDF BookkeepingThe Month-End Close Checklist
A print-ready close worksheet: ten documented steps, each with a named owner, due date, evidence reference, open questions, and reviewer sign-off.
Get the PDF Cash FlowThe 13-Week Cash Flow Model
A rolling weekly forecast template for organizing expected receipts, disbursements, and cash positions over the next quarter.
Get the PDF CFO & StrategyWhen to Hire a Fractional CFO
A decision framework for owners between $2M and $50M deciding whether — and when — to add senior financial leadership.
Get the PDF Tax ReadinessThe CPA-Ready Books Checklist
Everything your CPA needs from your bookkeeping — organized for a clean, low-stress 2026 tax handoff.
Get the PDF Cash FlowThe Working Capital Dashboard Template
See why a profitable, growing business can still run out of cash — and act before it gets tight.
Get the PDF BookkeepingThe Bookkeeping Automation Risk Checklist
What AI should automate in 2026 — and what still needs human controller review to avoid silent errors.
Get the PDF IndustryConstruction Job Costing & WIP Tracker
Job-level profitability and a clean work-in-progress schedule for Texas contractors in a volatile cost market.
Get the PDF PricingThe Bookkeeping Scope & Pricing Checklist
Know what drives price before you sign an outsourced bookkeeping engagement — and compare quotes apples-to-apples.
Get the PDF ProfitabilityThe Margin Leakage Worksheet
Use clean books to find exactly where profit is slipping away — by product, client, project, or location.
Get the PDF Tax ReadinessThe Monthly Vendor & 1099 Tracker
Clean up contractors, W-9s, and payments all year — not just in January — for a simple year-end handoff.
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