Tools and frameworks for owners running on their own numbers
Free calculators, checklists and frameworks you can use today — whether or not you ever work with us. No email required, no gated downloads.
Use these now
Interactive tools that run in your browser. Nothing to sign up for.
CFO ROI & Profit Leakage Estimator
Move three sliders to match your business and see the profit sitting in the gap between your current margin and a realistic target — then compare it against what advisory support would cost you.
- Estimates margin recovery potential
- Models tax mitigation impact
- Shows return on investment
- Works for any revenue level
Are you ready for a CFO?
A six-point self-check covering the signals that usually mean it's time — and honest guidance on when it isn't.
Run the checkFrameworks we use with clients
Short explainers on the models behind the work.
The 13-week rolling forecast
Why thirteen weeks is the right horizon, what goes into the model, and how to read it without an accounting background.
See how it worksJob costing that changes pricing
How to find the 10–20% of revenue that's quietly losing money — and what to do about it once you've found it.
Read the approachTax decisions you make in October
The planning moves that only work if they happen during the year, and what they're worth at different revenue levels.
See the frameworkWhat an executive package should contain
The handful of numbers that belong in a monthly owner review — and the dozens that don't.
See the dashboardDeciding when to hire
A framework for weighing a new hire against the margin it needs to cover — before you commit to payroll.
See the roleWhat to prepare for a CFO call
The four documents that make a first conversation productive, and what we can work with if you don't have them.
See the processArticles
Longer pieces for owners who want to go deeper.
The five weeks that kill profitable businesses
Why timing, not profitability, sinks most growing companies — and how a rolling forecast gives you three months of warning instead of none.
You probably have a 10% margin problem you can't see
A practical walkthrough of job-level costing for contractors and service businesses, using a worked example.
Want these written?
We’ve deliberately left the article section empty rather than publish placeholder posts. Financial guidance carries your firm’s name and professional weight — it should be reviewed and owned by you before it goes out. Tell us which topics matter most to your clients and we’ll build them properly.
Prefer to just ask someone?
Reading is slower than talking. Thirty minutes with a CFO will tell you more about your own numbers than any article will.