Free Financial Resources Built for Founders
Explore Free TemplatesPut Your Numbers to Work. Get Feasibility, Clarity and Transparency.
Turn your financial data into something you can use.
Our practical templates help you organize your numbers, plan ahead, and see how today’s decisions could affect tomorrow’s cash flow.
Whether you’re forecasting cash, evaluating a new hire, or preparing for a funding conversation, start with a useful framework instead of a blank spreadsheet.
Don’t see what you need? Reach out at stan@businesscfoforhire.com. Just ask, and we most likely have it.
Explore Free TemplatesKnow Where You Stand. YOU Decide What Comes Next.
Is your financial support keeping pace with your business?
Our self-assessments help you take a fresh look at what’s working, where gaps may exist, and what deserves your attention.
Use them to identify priorities and consider whether better processes, stronger bookkeeping, or experienced financial leadership could help you move forward.
Explore Self-AssessmentsTemplates
Ready-to-use financial templates you can plug your own numbers into today. These are the same tools we use with clients, no fluff, no 40-tab spreadsheets you need a CFO to decode.
Liquidity
13-Week Cash Flow Forecast
See exactly what’s coming in and going out over the next quarter. The single most useful habit for avoiding a cash crunch before it happens.
Runway Calculator
See your current burn rate and exactly how many months of runway you have left at your current pace.
Cash Transparency
Hiring Plan / Headcount Cost Model
See the fully-loaded cost of every hire and how your monthly run-rate climbs as your team grows.
Monthly Investor Update Template
A ready-made structure for keeping investors in the loop: headline, KPIs, wins, challenges, and asks.
Capital Raise
Use of Funds Template
Show investors exactly how their money will be spent. Simple, clear, and built for fundraising conversations.
Board Meetings
Board Meeting Financial Slides
A clean, investor-ready slide template so you’re not rebuilding your board deck from scratch every quarter.
Self Assessments
Quick, guided check-ins to help you figure out where your business stands right now, and what to tackle next.
Bank-Readiness Assessment
Fifteen questions and a quick stress test to see whether your business could answer tighter bank scrutiny, and whether your cash could survive a held wire or frozen account.
Bookkeeping Health Check
A 40-question check-in to see where your books stand today, and what kind of support, if any, makes sense next.
Business Funding Fit Assessment
Eight questions to compare your funding options, from bank lines and SBA loans to private credit and equity, and see which are worth investigating first.
Is It Time for a CFO?
A 20-question scored assessment that shows whether your business is ready for fractional CFO support, and what level of financial leadership fits where you are today.
Need Help Turning Insight Into Action?
A template can help organize your numbers. An assessment can help surface the right questions. If you need help interpreting what you find and deciding what to do next, let’s talk.
