Free Tools and Resources
Free Tools and Resources
Embedded Files
Understanding your business finances should not require an accounting degree.
These free small business financial tools are designed to help you understand profit, cash flow, margins, collections, costs, and financial warning signs in plain language. Feel free to take them and edit to your needs.
Choose a book below to access its companion tools and resources.
More Practical Resources Are Coming
More Practical Resources Are Coming
Future Usefully Competent resources may include:
A standalone profit-to-cash worksheet
A monthly financial review agenda
A receivables and collections tracker
An inventory health worksheet
A growth decision calculator
Financial questions to ask your bookkeeper
Plain-English financial reference guides
Important Note
Important Note
These spreadsheets and resources are educational decision-support tools.
They are not substitutes for professional accounting, tax, legal, audit, valuation, investment, or lending advice. Their usefulness depends on the accuracy and consistency of the information entered.
Always reconcile your figures to your accounting records and consult a qualified professional when making significant financial, legal, or tax decisions.
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