FREE TOOLS FOR SMALL BUSINESS OWNERS
CLEARER NUMBERS.
SMARTER BUSINESS DECISIONS.
Explore practical tools, checklists, and guides designed to help you understand your finances, stay organized, and recognize what may need your attention.
FEATURED FREE RESOURCE
Small Business Financial Health Dashboard
Turn the numbers from your Profit & Loss and Balance Sheet into a clear picture of your business’s financial health.
- Track revenue, expenses, profit, and cash over time
- Calculate important financial ratios automatically
- Identify numbers that may deserve a closer look
- View your results in simple, easy-to-read charts
No payment required.
FREE CONTRACTOR TOOL
Contractor Job Profitability Calculator
Estimate what a job is actually earning after labor, materials, subcontractors, overhead, and other direct costs are included.
- Calculate total revenue and direct job costs
- Estimate labor cost using hours and hourly cost
- See gross profit, profit margin, and markup
- Estimate the revenue needed to reach your profit goal
No payment or account required.
FREE YEAR-END BOOKKEEPING RESOURCE
Get Your Books CPA-Ready Year-End Checklist
Organize your bookkeeping records, identify unfinished tasks, and prepare for a more efficient conversation with your CPA.
- Work through 19 important year-end bookkeeping tasks
- Track your progress as each item is completed
- Mark items that do not apply to your business
- Add notes and print or save your completed checklist
Your entries stay in your browser and are not submitted.
FREE FARM FINANCIAL PLANNING TOOL
Farm Cash Flow Planner
Map expected farm income and expenses across twelve months to identify seasonal cash gaps before they arrive.
- Plan crop, livestock, program, and insurance income
- Organize production, labor, equipment, and financing costs
- Calculate rolling beginning and ending cash automatically
- Graph the projected cash balance across twelve months
Your entries stay in your browser and are not submitted.