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Financial Tools & Resources

Actionable guides for growing businesses navigating accounting, finance, tax, payroll & HR

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Tax Impact and Savings Diagnostic

Seeing tax as the enemy—or at least a necessary evil—is common among startups and growing companies. But failing to be proactive about tax can not only mean fines, fees, and penalties, but also missed opportunities. This calculator gives you an idea of what you might be missing.

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Financial Model Template

The three-statement model (Income Statement, Balance Sheet, and Cash Flow) accurately projects cash burn and real-world cash movement, delivering clear, board-ready outputs.

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Chart of Accounts Template

Most startups outgrow a basic QuickBooks chart of accounts, losing clarity into spend and performance. Our startup-focused template fixes this by giving you real visibility into your numbers.

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Month-End Close Checklist

Month-end falls apart without structure. This practical checklist, built from working with hundreds of startups, helps you run a consistent, faster close and get clarity sooner.

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Cash Flow Forecast Template

Cash flow keeps your business alive, and a 13-week forecast gives you control. This template helps you see what is coming, protect runway, and make smarter decisions as you scale.

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CPG Payback Period Model

If you cannot see how long it takes to recover acquisition costs, you are guessing at growth. This model shows exactly when customers become profitable once you plug in your numbers.

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R&D Tax Credit Calculator

If you build or improve products or solve technical problems, you may qualify for R&D tax credits. This calculator quickly estimates your potential credits without complex tax work.

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tax impact and savings diagnostic cover

Tax Impact and Savings Diagnostic

Seeing tax as the enemy—or at least a necessary evil—is common among startups and growing companies. But failing to be proactive about tax can not only mean fines, fees, and penalties, but also missed opportunities. This calculator gives you an idea of what you might be missing.

LEARN MORE

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