Let me take you directly to the courses, free tools, videos, and articles
that best fit you.
Let me take you directly to the courses, videos, articles, and free tools that best help you or your clients.
Click on any item below to see a list of resources to help you.
Business Performance Measurement
Build and monitor Key Performance Indicators (KPIs) or Objectives and Key Results (OKRs) to focus the company on the top priorities for success.
Strategic Planning and Business Planning
Develop a plan to take the business to the next level.
Improve the company’s cash flow.
Grow the business for increased profit and cash flow.
Analyze a major business decision to capture opportunities or avoid major losses.
Continuing Professional Education – CPE
I’m a CPA looking for good CPE courses to help me better serve small businesses
Accelerate your success with FAST
FAST (Finance and Strategy Toolkit) is a membership program that
gives you access to a massive collection of resources
for small business advisors and staff to lead their company to
profit, growth, and purpose.
The right tools save you time, reduce your stress, and improve your effectiveness.