The Library.
Guides, financial models, standard operating procedures, and calculators. Designed to bring immediate clarity to your back-office.
Guides
Starting With a New Bookkeeper
What to gather, what you will be asked, and how much of your time onboarding or a cleanup really takes.
Month-End Close, Explained
What a real monthly close includes, why it should be done by a set date, and what you should receive.
Signs Your Books Need a Cleanup
The common signs your books are behind or unreliable, what a cleanup involves, and a short self-check.
Choosing a Bookkeeper
The questions to ask any bookkeeper or firm before you hire them, and the warning signs to watch for.
Financial Models
Cash Flow Forecast
13-week rolling cash flow model with built-in scenario planning triggers.
P&L Analyzer
Monthly profit and loss dashboard with variance analysis tabs.
Burn Rate Calculator
See how many months your cash covers at your current spending.
Standard Operating Procedures
Month-End Checklist
The 5-day close we run for every client, step by step.
Expense Policy
A ready-to-use expense reimbursement policy for your team.
Security Standards
Data handling and password management guidelines for finance teams.
Want this run for you every month?
These are the same tools we use with clients. On a retainer, we keep them current for you and walk you through the numbers every month.