$20–$40 · Coming Soon
Mini Financial Audit
A self-assessment tool for founders to evaluate the health of their books and financial systems. Identify the gaps. Know your next move.
Products
Tools to get you financially organized,
Tools to get you financially organized,
right now.
Affordable, actionable resources built by a 25-year finance veteran for founders ready to take control. More products on the way.
DSelf-Serve
Coming Soon
Cash-Flow Template
A 13-week cash-flow forecasting template — built around the realities of irregular revenue and quarterly tax escrow.
Coming Soon
Compliance Calendar
A jurisdiction-aware compliance calendar — federal, state, local — so the boring stuff stops slipping through the cracks.
More tools in development. The first product launches on Beacons. Want to be first to know? Drop us a line.
Need more than a template?
If you're past DIY, our fractional accounting tiers pick up where the tools leave off. Start with a Discovery Call.