Finance & Cash Toolkits

13-Week Cash Flow Model

The model that keeps you from running out of money.

Annual Operating Budget Model

Build a board-ready budget in an afternoon.

Startup Financial Model (3-Statement)

Investor-grade P&L, balance sheet & cash flow.

SaaS Metrics Dashboard

MRR, churn, CAC, LTV — live, in one view.

Unit Economics Calculator

Know if every sale actually makes money.

KPI Dashboard Template

The one dashboard your leadership team needs.

Runway & Burn Tracker

Always know exactly how many months you have.

Pricing Strategy Toolkit

Price for value and expand margin on purpose.

Fractional CFO Playbook

The first-90-days finance operating manual.

Monthly Close Checklist

A clean, fast month-end close, every time.

Expense Policy & Approval Kit

Control spend without slowing the team.

Revenue Forecast Model

Bottoms-up revenue you can defend to a board.

Fundable Metrics Explainer

The numbers investors judge you on.

Financial Statement Reading Guide

Read any P&L or balance sheet like a CFO.

Cost-Cutting Triage Playbook

Where to cut first when cash gets tight.

Investor Reporting Pack

Monthly numbers that build investor trust.