Resources

Free Downloads:

Free Webinars and Courses:

Free Weekly Insights

Click Here to learn more about how to get Weekly Insights sent directly to you each week. This page also has a sample of the Weekly Insights newsletter.

Glossary

Click Here for a glossary of many of the finance and accounting words used on this site. I define the words, give an example, and explain why they are important. You can hover over words in blog articles that have dotted lines under them for a small tooltip box to explain the word. You can click on those words to go to the full glossary.

In the Media

Click Here for links to articles on other websites that have ideas, tips, and stories from me.


Conquering 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

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.

Learn more about the cash flow template.


Pricing Analysis Template

Do you know how to set your price to maximize your profit? The free pricing analysis template shows you whether changing your price will increase or decrease your profits. More importantly, it shows the price or volumes you need to breakeven on your price change. You can also use it to model prices on new products.

Avoid expensive pricing mistakes by using this easy-to-use template to model the profits of your pricing.

Learn more about the pricing analysis template.


Key Performance Metrics Dashboard Template

A Key Performance Metrics Dashboard of your Key Performance Indicators (KPI) 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.

Learn more about the key performance metrics dashboard template.


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 make sure you are ready for profitable growth. It starts with a big question every owner must ask about their business. You then answer a series of “yes or no” questions to decide whether growth is right for you and whether you are ready for growth.

Learn more about the business growth 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.

A critical skill of CEOs and CFOs is to help set strategy and then measure what’s important to that strategy. Strategic planning is deciding what to do and what not to do with your scarce resources. You don’t have the time and money to do everything.

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.


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 want too many good things because they haven’t committed to what’s best. You can’t have it all. 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.


Is Your Business Working for You… Or are You Working for it?

Distracting “opportunities” cause businesses to wander from the original strategy and vision that once fueled the owner’s passion. Owners are stifled by overwhelming daily operations. You’ll learn the tools to restore and maintain the strategic focus of your business. This clarity provides higher operational efficiency and causes your business to better achieve your goals. This is a recording of my presentation on this at StartUp Spokane.