Free resources
Tools a CFO would hand you.
Templates, checklists, and benchmarks pulled straight from the monthly work — free. Grab what you need, then book a call to have it run on your numbers.
Fractional CFO Pricing Guide
What a fractional CFO actually costs — and how to choose a tier.
Get it freeFree ReportClose Timeline Benchmark Report
See how your month-end close stacks up — and how to get to 5 days.
Get it freeFree ChecklistMonthly Financial Analysis Checklist
The monthly review a CFO runs — so nothing important slips.
Get it freeFree ReportManufacturing Financial Benchmarking Report
The 12 KPIs every manufacturer should track — with benchmarks.
Get it freeFree Template13-Week Cash Flow Forecast Template
See cash shortfalls six weeks before they happen.
Get it freeFree TemplateCovenant Compliance Tracker
Never be surprised by a covenant breach again.
Get it freeHow to use these resources
Every template and checklist here is pulled straight from the monthly work we run on client engagements — the same close checklist, KPI benchmark, 13-week cash forecast, and covenant tracker a fractional CFO would build and maintain for you. They are free and ungated: no email wall, no drip sequence. Download the one that matches the problem in front of you and put it to work today.
A template gets you the structure; the value is in keeping it current and reading it correctly month after month. If you would rather have these run on your live numbers — reconciled, refreshed, and explained in plain language before every board or lender meeting — that is exactly what a monthly engagement covers. Start with a resource, then book a working session when you want the done-for-you version.
Skip the templates — have it done for you.
A fractional CFO runs all of this every month: the close, the forecast, the KPIs, the covenants, and the board narrative. Book a 20-minute intro call to see what that looks like for your business.
Book your intro call