Free Resources
Practical, actionable financial resources designed specifically for small businesses and nonprofits.
Curated by our team to help you build financial confidence
A 30-point checklist to assess the financial health of your business and identify your top priorities for improvement.
Download FreeA simple, customizable spreadsheet to track your cash inflows and outflows and project your 3-month runway.
Download FreeStep-by-step guidance on building grant-ready budgets that meet funder requirements and strengthen your applications.
Download FreeTrack the 12 most important financial KPIs for your business with this ready-to-use dashboard template.
Download FreeNever miss a critical month-end step again. This checklist walks you through reconciliations, accruals, and reporting.
Download FreeThe most common and costly financial mistakes we see in small businesses — and exactly how to avoid them.
Download FreeResources are a great start, but nothing replaces a dedicated financial partner who understands your specific situation.