Finance resources for growing businesses
Guides and industry-specific finance resources.
Diagnostics and tools
Sale Readiness Diagnostic
Score your financials against what a buyer tests in diligence.
Open →Fractional CFO Evaluator
Work out whether the next finance hire is a bookkeeper, a controller or a CFO.
Open →EOS Finance Assessment
Rate the finance seat against what an EOS company needs from it.
Open →GovCon Controller Diagnostic
Rate the finance function against contract requirements.
Read →Franchise tools
Calculators and checklists for franchise owners.
Read →Field services tools
Job costing, pricing, fleet and productivity.
Read →Medical practice tools
Billed, allowed and collected, by provider.
Read →Nonprofit tools
Restricted funds, reserves and board reporting.
Read →EOS tools
Scorecard metrics for the finance seat.
Read →GovCon Financial Readiness Diagnostic
Score ten areas a buyer of a government contractor tests.
Open →Resource centers
Articles
Articles on bookkeeping, controllership, and the finance questions owners ask.
32 pages →Field Services
Cash flow, job costing, and bookkeeping for HVAC and trades businesses.
20 pages →Franchise
Unit economics, multi-unit cash flow, and KPIs for franchise operators.
516 pages →Medical Practice
Revenue cycle, profitability, and finance operations for practice owners.
18 pages →Nonprofit
Fund accounting, board reporting, grants, and reserves.
11 pages →EOS & Finance
Scorecards, cash forecasting, and the finance seat for EOS companies.
37 pages →Intuit Enterprise Suite
What IES costs, moving from QuickBooks Desktop or Online, and how it compares with NetSuite and Sage Intacct.
12 pages →Great Plains Migration
Planning a move off Dynamics GP, options and decision guides.
16 pages →GovCon
Indirect rates (overhead costs spread across contracts), incurred cost, timekeeping, contract profitability, and what buyers test before an exit.
40 pages →QuickBooks
Cleanup, catch-up, file repair, and choosing between Online and Desktop.
10 pages →How this library is organized
By the way a business earns, not by accounting topic. The mechanics of a franchise close have little in common with a nonprofit close, and grouping them together helps nobody.
- Franchise, unit economics, royalty and marketing fund treatment, multi-unit reporting, and the thresholds where structure has to change
- Medical practice, insurance reconciliation, contractual adjustments, payer mix, and provider-level profitability
- Nonprofit, fund accounting, restricted and unrestricted tracking, Form 990 preparation, and audit readiness
- Field services, job costing, work in progress, fleet and equipment cost, and cash timing on project work
- EOS, what the finance seat owns inside the framework, and the measurables worth putting on a scorecard
- Great Plains migration, moving off legacy Dynamics GP, and choosing honestly between the destinations
Everything here is written to be useful on its own. Nothing is gated, and none of it requires talking to us first.
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