Free Resources

Templates, checklists and guides — free to use.

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Template

Free Business Budget Tracker

A practical Excel template to plan, track and control your monthly budget.

Checklist

Month-End Close Checklist

A clean 25-point checklist to make every monthly close calmer.

Guide

Project Cost Control Starter Guide

An 18-page guide to setting up project cost tracking from scratch.

Template

Owner's One-Page Scorecard

The single page every SME owner should review on Monday morning.

Checklist

Excel Dashboard Quality Checklist

30 quick checks before sending a dashboard to leadership.

Guide

Reading a P&L — for non-finance founders

A short, plain-English guide founders actually finish.