Get FREE Small Business Financial Tools

A Small Business Financial Toolbox

When you download any of these tools and subscribe to my Weekly Insights, you get access to everything on this page. The full set below is called the Small Business Financial Toolbox.

Check out how these tools can improve your business.

"The best investment is in the tools of one's trade" Benjamin Franklin

Cash Flow Projection Template

A cash flow projection is your most important tool to master your cash flow. It can help you:

  • Identify “cash leaks” that are draining your profits
  • Spot periods of low cash flow before they become a crisis
  • Know when you have the cash to capture opportunities
  • Plan your dividends and equity distribution

This easy template will reduce the stress of cash flow surprises and position you to capture the next big opportunity.

You get access to two versions:

  • Microsoft Excel/Google Sheets
  • Fillable PDF form

Get the Projection!

A good tool improves the way you work. A great tool improves the way you think. - Jeff Duntemann

KPI Dashboard

A Key Performance Indicators (KPI) dashboard provides clarity and accountability to turn goals into action. You get regular information about whether your company is on track to accomplish its goals.

This easy-to-use free template will enable you to track your key metrics. There’s no reason to buy expensive software to track your key metrics. You can create your dashboard in Excel or Google Sheets with this template.

Achieve your goals and monitor your company’s performance with this free key performance metrics dashboard.

You get two versions:

  • Microsoft Excel/Google Sheets
  • Microsoft Word/Google Docs

Get the KPI Dashboard!

Business Growth Checklist

Business growth provides many benefits, but you must be ready for growth to capture those benefits. Growth can also come with many drawbacks, especially if you aren’t ready for growth. Business owners are often surprised by some of these drawbacks.

This growth checklist will guide you through the critical questions you must ask to decide whether growth is right for you and whether you are ready for profitable growth.


Get the Checklist!

Prioritization Pack

Carefully choosing what you will do is time well spent. When everything is a priority, nothing is a priority. Employees are scrambling to keep up with too many tasks. Everyone is frustrated by the lack of direction. Deadlines are missed.

The Prioritization Pack gives you a head start on using four methods to prioritize your goals and tasks. Check out my blog titled “4 Proven Ways to Prioritize Your Goals and Tasks” to learn about the four methods.

The pack includes instructions for each method. It has fillable PDF forms and Excel workbooks to use as templates and make calculations easier. Download it now for a head start on clarity and focus for you and your team.


Get the Pack!

Aspirations and Purpose Worksheet

The Aspirations and Purpose worksheet helps you clarify your personal aspirations and business purpose to set the direction for your company.

Many owners chase too many good things without committing to what’s best for them. An old saying is “The person who chases two rabbits catches neither.” Wouldn’t it be better to get the largest amount of what you want the most?

Clarity of purpose produces elegant simplicity. As the saying goes, “When your vision is clear, the decisions are easy.” You aren’t wasting your time, energy, or money.


Get the Worksheet!

Conquering Cash Flow: The Complete Guide to Small Business Cash Flow ManagementConquering Cash Flow: The Complete Guide to Small Business Cash Flow Management

This guide will help you:

  • Get your hands around your current and projected cash flows
  • Increase cash flow and reduce dips in cash flow
  • Identify critical sources of cash for your business

Get the Guide!

Cash Conversion Cycle Calculator

Reducing your cash cycle time increases your cash balances and profits. Learn more in my article titled Free Your Cash Trapped in the Cash Conversion Cycle.

Learn your cycle time. Even better, estimate how much your cash and profits might go up if you reduced your cycle time.


Get the Calculator!

Want Instant Access to All These Tools?

Sign up for the Weekly Insights and get instant access to all these free tools.

Check the Weekly Insights to get:

  • Free and reduced courses
  • Updates on new free resources from CFO Perspective.
  • Insights on how to improve your business.
  • If nothing else, people really enjoy the quotes at the end of each Weekly Insight.

I’ll also send occasional updates about ways CFO Perspective can help you improve your business. You can always unsubscribe so there’s no risk if you want just the free tools.

Get the FREE Tools and Weekly Insights!

Small Business Financial Toolbox