Library

    Content & Research to help your clients and team.

    Read the Latest Update ›

    Resources 

    We encourage you to use it to facilitate your interactions with your clients. While we appreciate your discretion, if it assists your business you may share links to specific items with your internal team as well as your clients.

    The-CEO'S-Guide-to-Working-With-CFO'S

    Cash-is-King-CAMPS-presentation

    financial-due-diligence.png

    business-funding-capital-for-my-venture

    financial statements

    KPIs-a-comprehensive-guide-cover-one-3d

    KPIs - A Comprehensive GUIDE

    Whether you’re an aspiring manager or a seasoned executive, the KPI metrics outlined in this eBook will provide key insights to better understand key performance indicators. 

    The eBook includes formulas and examples and while it is comprehensive, it is “plain language” to ensure readers of almost any education level can benefit.

    ACCESS HERE >


    cash-flow-calculator-cover-5

    Cash Flow Calculator

    Cash-flow forecasts help business owners see their cash needs in advance and allows them to make tactical decisions to influence cash flow. 

    This calculator can help you forecast and analyze factors that impact your cash flow.

    ACCESS HERE >


    finance-and-accounting-risk-assessment-cover

    Finance & Accounting Risk Assessment

    The key focus of a financial risk assessment is a deep dive into a company's financial preparedness and it includes pieces of other areas as they relate to financial stability.

    The assessment can point out areas that are working and those that are not, in time to make necessary course corrections.

    ACCESS HERE >


    networking-preparedness-checklist-cover2-400

    Networking Preparedness Checklist

    At the core of revenue is relationships. Developing relationships with prospects, vendors, collaborators & vendors is key to discovering revenue opportunities.

    A free checklist, for more effective networking.

    ACCESS HERE >


    As more resources are added to the library, we will be sure to let you know. Do you have a special interest? Please let us know!
    Reach out to us here ›