Free tools & resources

Tools that show you where you stand.

Free calculators, checklists, and templates for service businesses. No signup to use them. Plus setup guides if you’re already a client.

Free tools

Built to give you a straight answer in under two minutes. They run right here, nothing to install.

Put a monthly number on being a month behind — missed write-offs, late decisions, and rework.

The exact steps to close a clean month, in order. Tick them off as you go.

A clean, service-business account structure you can copy into any bookkeeping tool.

Model the runway impact of a new salary before you make the offer.

A simple spreadsheet to project cash in and out for the year ahead.

The essentials — accrual vs. cash, what to track, and what to hand off — in plain language.