Get A Clear Financial Plan
For The Next 12 Months

A simple, CFO-designed budgeting and forecasting bundle that shows you what’s coming, where the risks are, and how to make smarter decisions without getting lost in the numbers.

Get A Clear Financial Plan
For The Next 12 Months

A simple, CFO-designed budgeting and forecasting bundle that shows you what’s coming, where the risks are, and how to make smarter decisions without getting lost in the numbers.

Most Small-Business Owners
Are Running Fast — But
Flying Blind.

You’re making decisions without really knowing:

What the next 12 months will look like
Whether your pricing, labor, and overheads will support
your goals
How much cash you’ll actually have at month-end
Where profit leaks are happening
Whether a loan, hire, or expansion is actually safe

And even if you do have financial reports, they often come too late or don’t tell the whole story.

You deserve tools that make your numbers clear, simple, and actionable.

Clarity Every Owner Wishes
They Had Sooner

Understand where your business is going, what could go wrong, and how to stay in control. This bundle gives you a complete, CFO-designed system to finally understand your financial story.

You’ll be able to:

Build a realistic 12-month forecast
See cash gaps before they happen
Understand how P&L, Balance Sheet & Cash Flow
work together
Track the KPIs that actually matter
Make smarter decisions with more confidence
Spot risks early — not when they’ve already hit

This is the clarity every owner wishes they had from day one.

WHAT'S INCLUDED

A Complete Budgeting &

Forecasting Toolkit

Everything you need to plan, track, and understand

your financial performance.

Budgeting & Forecasting Cheat Sheet (PDF)

A 12-month planning guide with simple, CFO-level explanations:

Top-down, bottom-up, rolling, and zero-based budgeting methods
Do’s and don’ts that prevent common mistakes
Blind spots in industrial and B2B service businesses
Cash sensitivity checks
How P&L ↔ Balance Sheet ↔ Cash Flow connect
A practical, easy-to-follow workflow

3-Statement Budget Worksheet Template

Plug-and-play spreadsheet with:

12-month P&L budget
Balance Sheet forecast
Cash Flow forecast

This is the exact structure CFOs use to help clients plan growth, cash, and operations.

Financial Health Metrics + KPI Guide

A complete list of the most important small-business metrics, what they mean, why they are important and their formula.

Everything explained clearly, in plain English.

For Growing, Hands-on

Business Owners

When day-to-day decisions require better financial visibility.

This toolkit is for you if:

You’re leading the business day-to-day and want clearer numbers so you can plan ahead instead of reacting week
to week.
You’re growing the company and need better forecasts, tighter dashboards, and visibility that helps you make confident decisions.
You’re managing multiple teams, projects, or locations and want a standardized, integrated way to understand
financial performance.