Resources
Free resources for
small business owners.
This page collects my free materials for U.S. business owners with $1M to $20M in revenue. You will find a bank-readiness checklist, two tools, and plain-English guides on cash flow and CFO costs. Take what helps you.
Free download
PDF, 2 pages
The Report Your Bank Is Actually Looking For
A two-page bank-readiness checklist organized the way an underwriter reads it, so you can check every box before applying for financing.
Tools
13-Week Cash Runway Snapshot
Built on the Gevity 13-week method: start with real cash, map what comes in and goes out each week, and find the low point before it finds you.
Open the SnapshotGevity Score
Five questions, two minutes, and a directional read on where your finances stand.
Find your Gevity ScoreGuides
The 13-Week Cash Flow Forecast, Explained Like You're Not an Accountant
The 13-week cash flow forecast is the most useful report most owners have never built. What it is, why 13 weeks, and how to build your first one.
Your Bookkeeper Isn't Broken. You've Just Outgrown the Job Description
Bookkeeper vs CFO is not a talent question, it is a job-description question. Here is the finance ladder for $1M to $20M businesses and where owners get stuck.
Do You Actually Need a CFO? The 7 Signs for $1M to $20M Businesses
Most owners hire finance help too late. Here are the seven signs a $1M to $20M business has outgrown bookkeeping, and what to do about each one.
What a Fractional CFO Actually Costs (Real Numbers, No Games)
How much does a fractional CFO cost? The market ranges, the pricing models, the traps, and the honest math for $1M to $20M businesses. No games.
Why the Bank Said No (And the Report That Gets a Yes)
Business loan denied? Most declines are file problems, not business problems. Here is the exact package community banks want from a $1M to $20M business.