Free Resources
CFO Guides & Whitepapers
In-depth resources on financial planning, CFO strategy, and business growth. Written by experienced CFOs for finance leaders. Download free PDFs.
Featured Guides
The Complete Guide to Hiring a Fractional CFO
Everything you need to know about finding, hiring, and working with a fractional CFO. Includes interview questions, red flags, and success criteria.
PDF • 8 pages
Open PDF →SaaS Financial Metrics That Matter
The essential metrics every SaaS company should track. Includes benchmarks, formulas, and best practices for ARR, MRR, churn, and more.
PDF • 10 pages
Open PDF →Cash Flow Forecasting for Growing Businesses
How to build accurate cash flow forecasts that help you plan for growth. Includes templates and 13-week cash flow examples.
PDF • 9 pages
Open PDF →All Guides
Financial Due Diligence: Fundraising Preparation Guide
Prepare your financials for investor scrutiny. What VCs look for and how to present your numbers from seed to Series B.
PDF • 9 pages
Open PDF →Board Reporting Best Practices
Create board packages that inform and impress. Templates, KPI standards, and examples from experienced CFOs.
PDF • 8 pages
Open PDF →Monthly Close Process Guide
Reduce close time from weeks to days. Process improvements, checklists, and automation strategies.
PDF • 8 pages
Open PDF →Building Your Startup Finance Stack
The tools and systems you need at each stage of growth. From seed to Series B and beyond.
PDF • 9 pages
Open PDF →Understanding Unit Economics
Calculate and improve your unit economics. CAC, LTV, payback period, and contribution margin explained.
PDF • 8 pages
Open PDF →Get Personalized Guidance
Guides are great, but sometimes you need expert help tailored to your situation. Schedule a free consultation with our CFO team.