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CFO Toolkit

Worksheets, Templates & Lessons:

  • Building your business budget - take the guesswork out of creating a budget for your business, get lesson on how to use the available worksheet and best practices for budget creation for your business 
  • Common tax deductions for your small business - take advantage of tax deductions to your income and owe less taxes to the IRS
  • Hiring a bookkeeper and getting other financial support - what to know when getting support with your finances, how to hire the best fit person, know what to expect from a finance professional
  • Hiring contractors vs employee - important things to know before you hire
  • Money calming meditation - soothe your nerves and connected with your intuition (gut) before you dive into your numbers
  • Time & Income evaluation - evaluation how much each program is costing you and how you can scale your time for each
  • Monthly & quarterly financial review - get the most important questions answered when reviewing your finances, ask questions that deepen your understanding of your business, and guides your decisions for growth
  • Net income worksheet - for business owners that do not have current bookkeeping system with monthly reports and annual overview of finances

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