Welcome to The Financial Toolkit

In the Financial Toolkit, we tackle the Money, Honey!  I’ll cover the bare bones basics of what it takes to be a great Financial Manager – always your job as the owner of your company.

You’ll need some help, so I’ve included tips for finding great accounting/bookkeeping professionals.

Learn how to get to KFP – a Known and current Financial Position, and engage specific actions to improve cash and profitability.

Set Financial Goals (aka Budgeting!) so you can change the score and make mucho moolah!  I’ll also share solid systems for getting the accounting and reporting on auto-pilot at your company.

Buckle your seatbelt!

Let’s Get Started!

  • Review/Update your Bean Team…get a great tax accountant and bookkeeper to help you get to KFP.  Refer to the Assemble the Bean Team article and the Glossary in the Resources.
  • Create a Budget! Use the form below or your accounting program budgeting module.
  • Assemble your Financial Quick Check. Compare actual to goal on a weekly basis and experience the magic of good financial stewardship.  See the Sample Meeting Agenda below.

PDFs and Forms