YOUR RESOURCES
Smart Tools. Strategic Growth.
Pick the Tool Kit that fits your business. Each one is packed with the exact tools I use with clients to save money and gain financial clarity.
Featured Downloads
Contractor’s Profit Tool Kit
Running a construction business with high revenue but low profit? You’re not alone. This free tool kit gives you the exact resources I use with clients to bring clarity to their numbers and stop the money leaks.
What’s Inside:
📊 Cash Flow Forecast Template – Spot cash shortages before they hit.
💵 Pricing & Profitability Worksheet – Know if your jobs are actually profitable.
🧾 Estimated Tax Payment Tracker – Stay ahead of IRS surprises.
Featured Downloads
Nonprofit Finance Clarity Tool Kit
Nonprofit leaders are often stretched thin, worrying about grant compliance, budgets, and deadlines. This free tool kit gives you simple, powerful tools to take back control of your finances and protect your mission.
What’s Inside:
📑 Grant Tracking Spreadsheet – Always know what funds are left and what’s restricted.
📊 Budget vs. Actuals Template – See if programs are aligned with your budget.
📅 Annual Compliance Calendar – Never miss a grant or filing deadline.
Your Business Deserves More Than Generic Advice
Every source of information presented on this page is specifically designed to assist you in getting organized effectively and staying ahead of any upcoming challenges. However, if you find yourself ready to explore specialized services such as custom strategy development, comprehensive tax planning, or detailed clean-up solutions, rest assured that we have got you covered to meet your needs.