Free Worksheet: Think Like a CFO

Free Worksheet:
Think Like a CFO

Track the numbers that actually drive your revenue, profit, and cash flow.

This free worksheet makes it simple to track the specific drivers behind every business, so you can stop guessing and start seeing exactly where to focus.

Yes, I want the Free Worksheet!

If you want to stop guessing and start seeing exactly what's driving your numbers... this is for you.

Most business owners can tell you their revenue. Fewer can tell you which specific levers actually move it. This worksheet breaks revenue, profit, and cash flow into 15 individual drivers, so instead of one big blurry number, you get 15 specific things you can actually work on.

Inside you'll find:

All 15 drivers laid out across revenue, profit, and cash flow, from leads and conversion rate to overhead expenses and owner draws
Space to enter last year's actuals next to this year's targets, so you can see the gap at a glance
A filled-in example tab showing exactly how the numbers connect, so you're never guessing what goes where
A plain-English definition, real example, and "why it matters" note for every single driver

Ready? Enter your name and email below and we'll send it straight to your inbox.

Here's what our clients say about working with us.

Brandon B.

Integrative Health Practitioner

"They worked tirelessly to get our books in order, then spent the time to train me on how to appropriately do it myself. I love their teaching approach paired with their deep expertise."

Rachel S.

Telecommunications Company Owner

"They've been a lifesaver for our business by getting our books in order and providing clarity where we previously had confusion. Quick to respond, thorough in their explanations, and genuinely invested in helping us succeed."

Neil W.

IoT Solutions Provider

"Kris and Stephanie have provided excellent bookkeeping services for multiple years and are always a source of support and sound business advice."

New Light Financial Solutions | hello@newlightfs.com