Free Resources
Free financial templates, built for founders
No fluff, no 40-tab spreadsheets you need a CFO to decode. Just the tools we use with clients, simplified so you can plug in your numbers and get clarity fast.
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Search or sort to find the right template. Each download drops straight into your inbox.
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.
Should I Hire a Fractional CFO?
A quick checklist to help you figure out if now is the right time to bring in financial leadership, and what kind you actually need.
Board Meeting Financial Slides
A clean, investor-ready slide template so you’re not rebuilding your board deck from scratch every quarter.
Use of Funds Template
Show investors exactly how their money will be spent. Simple, clear, and built for fundraising conversations.
Want someone to walk through these with you?
These templates get you 80% of the way there. If you want a second set of eyes on your numbers, or aren’t sure which one fits where you are right now, let’s talk.
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