Resources
Free tools for owner‑led businesses
Three short, practical checklists pulled from real controller‑level engagements — use them to see where your financials stand before you talk to anyone.
01 · Start here
A quick self-assessment to see how clearly you can actually see your numbers today — cash, close, and reporting — and exactly where the blind spots are costing you time and money.
Best for: a first read on where things stand
02 · Cash
A practical worksheet for mapping what’s coming in and going out — including payroll timing and collections — so you can spot a cash gap weeks before it becomes a problem.
Best for: payroll timing, collections, cash visibility
03 · Close
A step-by-step checklist to tighten your month-end process and tell whether your close is actually complete — or just quietly waiting to make next month harder.
Best for: reconciliations, reporting accuracy, timely financials
