Resources
Practical, plain-English guides for business owners who want to understand their numbers without becoming accountants. Free to read, free to share, no account required.
My Business Is Profitable. Why Don't I Have Any Money?
Why profit and cash differ — plus a free seven-question diagnostic that shows where your business cash may be sitting and what to look at next.
Read the guideBookkeeping Fundamentals for Business Owners
What bookkeeping actually does, why categories and reconciliation matter, and what to understand even if someone else keeps your books.
Read the guideHow to Read Your Business Financial Statements
A plain-English walkthrough of the Profit & Loss, Balance Sheet, and cash flow — what each one answers, what to look for, and what to ask.
Read the guideFinancial Education Options for Small Business Owners
An honest comparison of SBA, FDIC Money Smart, SCORE, bookkeeping courses, AccountingCoach, and The Financial Check-Up™ — and how to choose the right one for your goal.
Read the guideHow Business Owners Use Financial Information to Make Better Decisions
A practical Understand → Decide → Lead framework for hiring, pricing, equipment, and large clients — plus five questions to ask before any major decision.
Read the guideThe 15-Minute Monthly Financial Check-In™ (free tool)
A free, no-login interactive check-in: review your P&L, cash, receivables, obligations, payroll, and what changed — then leave with the questions worth asking.
Read the guidePayroll for Business Owners
Gross vs. net pay, what an employee really costs, payroll taxes and liabilities, how payroll hits your P&L and cash flow, and what to ask your provider.
Read the guide
In progress
These guides are being written next and will appear here as they are published.
- Small-Business Financial FAQ
- Questions to Ask Your Bookkeeper
- Questions to Ask Your CPA