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.

    Onboarding

    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.

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    Bookkeeping

    The Month-End Close Checklist

    A 28-step framework to close your books in 10 business days — accurate, repeatable, and ready for decisions.

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    Cash Flow

    The 13-Week Cash Flow Model

    A rolling weekly forecast template used by operators and fractional CFOs to anticipate cash positions and avoid surprises.

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    CFO & Strategy

    When to Hire a Fractional CFO

    A decision framework for owners between $2M and $50M deciding whether — and when — to add senior financial leadership.

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    Tax Readiness

    The CPA-Ready Books Checklist

    Everything your CPA needs from your bookkeeping — organized for a clean, low-stress 2026 tax handoff.

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    Cash Flow

    The Working Capital Dashboard Template

    See why a profitable, growing business can still run out of cash — and act before it gets tight.

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    Bookkeeping

    The Bookkeeping Automation Risk Checklist

    What AI should automate in 2026 — and what still needs human controller review to avoid silent errors.

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    Industry

    Construction Job Costing & WIP Tracker

    Job-level profitability and a clean work-in-progress schedule for Texas contractors in a volatile cost market.

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    Pricing

    The Bookkeeping Scope & Pricing Checklist

    Know what drives price before you sign an outsourced bookkeeping engagement — and compare quotes apples-to-apples.

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    Profitability

    The Margin Leakage Worksheet

    Use clean books to find exactly where profit is slipping away — by product, client, project, or location.

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    Tax Readiness

    The 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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