Free resources built for business owners who are tired of guessing about their finances
Every tool on this page was built from Chelsea's actual framework, the same one used inside our CFO services. These aren't generic templates pulled from somewhere else.
"I need to understand my numbers"
Tool: Business Financial Success Guide
A plain-language guide to what financial success actually looks like inside a small or medium business, the metrics, the milestones, and the systems that make the difference between a business that grows and one that just gets busier.
This is for you if: You feel like you should be further along financially and you're not sure what "further along" even means in concrete terms.
What you become: Someone with a clear picture of what a financially healthy business looks like, and where your business sits relative to that.
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Tool: KPI Dashboard Key for Business
A reference guide to the KPIs that actually matter for small businesses, what each one means, how to calculate it, and what it tells you about the health of your business.
This is for you if: You hear terms like gross margin, customer acquisition cost, and revenue per employee and you're not completely sure what they mean for your specific business.
What you become: Someone who can look at their business's key numbers and understand what they're saying, instead of ignoring reports because they feel like a foreign language.
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Tool: CFO Guide and Checklists
The frameworks and checklists Chelsea uses with CFO-level clients, organized for business owners who want to start thinking and operating at a strategic financial level.
This is for you if: You're ready to go beyond basic bookkeeping and start making financial decisions with the same rigor as a business that has a CFO in the room.
What you become: Someone with the tools to review your own financials strategically, not just hope the numbers are right.
"I need to fix something specific"
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Tool: Business Cash Management Guide and Calculator
A guide to building a cash management system for your business, including a calculator to help you set up the right account structure so cash flow stops feeling like a guessing game.
This is for you if: Your revenue is there but you never seem to have enough cash when you need it, or payroll makes you nervous even in good months.
What you become: Someone who knows exactly how much is in each bucket, where it came from, and what it's for, instead of watching a single bank account balance and hoping it's enough.
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Tool: 95%+ AR Collection Rate Guide
A practical guide to getting paid for the work you've already done, the billing practices, follow-up systems, and intake processes that move your collection rate toward 95% and above.
This is for you if: Your revenue looks fine on paper but you know there's money sitting in unpaid invoices you're not collecting consistently.
What you become: Someone who stops leaving money on the table for work that was already completed.
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Tool: Employee Home Office Calculator
A calculator for business owners with remote team members, determines the correct reimbursement amount for home office expenses so you stay compliant and your team is treated fairly.
This is for you if: You have remote employees and aren't sure whether or how to reimburse them for home office expenses.
What you become: Someone who handles remote team compensation correctly and doesn't get caught off guard by a compliance question about it.
"I need to hire the right person"
Tool: How to Hire a Bookkeeper Checklist
A checklist of exactly what to look for, and what to ask, when hiring a bookkeeper for your business.
This is for you if: You're looking for a bookkeeper and want to make sure you're not hiring someone who doesn't actually understand your industry or size of business, only to find out six months later.
What you become: Someone who hires a bookkeeper with confidence, not someone who finds out their bookkeeper was wrong for the job after the damage is done.
Tool: How to Hire a Tax Preparer Checklist
A checklist for finding and vetting a CPA or tax preparer who actually understands your business's tax situation, what to look for, what to ask, and what red flags to avoid.
This is for you if: You're not sure your current CPA is the right fit for your business's complexity, or you're looking for one for the first time and don't want to make an expensive mistake.
What you become: Someone who walks into their tax relationship knowing exactly what they need from it and whether their preparer can actually deliver it.
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"I need to plan ahead"
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Tool: What's Your Retirement Number Calculator
A calculator that helps you figure out what you actually need to retire, not someday in the abstract, but a specific number you can start working toward now.
This is for you if: You've thought about retirement but genuinely don't know what number you need to get there, or you've been putting off the conversation because it feels too far away to matter.
What you become: Someone with an actual retirement target, which means every financial decision you make in your business can be evaluated against something real.
Tool: Entity Type Bundle (How You Get Paid & How You Pay Taxes)
Two guides, one download. How owner compensation and taxes both work across sole proprietor, LLC, S-Corp, and partnership structures.
This is for you if: You're not fully clear on how your entity type affects both your pay and your tax obligations, or you're considering a structure change.
What you become: Someone who understands the full entity picture, pay and taxes together, instead of piecing it together from two separate sources.
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