Free Tools

Real CFO tools. No signup.

A handful of the tools I use with my own clients, opened up. Take an honest read on your finance function, model your runway, run a 13-week cash forecast, or get a CFO's take on a P&L.

Lead magnet

CFO Maturity Audit

A 60-question, CFO-grade audit of your finance, accounting, and operating function. The honest read on what you have versus what you need.

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CFO Assessment (Lite)

A faster, 12-question read on your finance function — strengths, gaps, and what a CFO would tackle first.

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Burn Rate & Runway

Simple or detailed mode. Sensitivity matrix included. A real runway, not a back-of-napkin one.

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13-Week Cash Flow Forecast

Four-step wizard, Excel export with live formulas, CFO commentary at the end. Same forecast I run for my own clients.

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P&L Analyzer

Drop a P&L PDF, CSV, or XLSX. Get a hero metric, three strengths, three watchouts, and two questions a CFO would ask.

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Want the whole stack?

The tools above are a slice. The full instrumentation lives inside the fractional engagement — dashboards, agents, and operating cadence wired to your books.

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