Your Business Numbers Coach....Go to Your Next Level

Financial Model Tool Kit


Get the tools you need to plan the financial success of your business.



Get the tools that you need to build a financial models to help plan and operate your business.  Knowing and tracking key financial measures helps you make better decisions.

  • Basic 12 Month Financial Model….a simple model that helps you document your business financial plan and cash flow
  • Breakeven Analysis….a model to show you the minimum amount of sales to breakeven
  • Professional Service Firm Model….provides a financial plan for a professional service firm with key criteria such as bill rate & capacity
  • Affordable Growth Rate Model….every company has a “speed limit”, do you know your company’s?
  • ZScore Model….documents whether a vendor or customer is a viable credit risk