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Resources

Free financial education for owners who want to get sharper.

The newsletter, the blog, and the reading list. Start anywhere.

From the blog

Read up. Get sharper.

1. The 5 Best Financial Reports

The handful of reports that tell you almost everything about your business.

Read

2. Markup vs Margin: a pricing guide

The difference that quietly costs owners real money, made simple.

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3. Top 3 Cash Flow Tactics

Three moves that put cash back in your business this quarter.

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4. Unit Economics: Find Your Crown Jewel

How to spot the product or service that actually pays the bills.

Read

5. Forecasting Made Simple

A forecast you will actually use, without a finance degree.

Read

6. A Guide to Your SMB Tech Stack

The tools worth running so your numbers stay clean and current.

Read

The reading list

Books we recommend to owners.

  • βœ“ The E-Myth Revisited, Michael Gerber
  • βœ“ Profit First, Mike Michalowicz
  • βœ“ Financial Intelligence, Karen Berman and Joe Knight
  • βœ“ Simple Numbers, Greg Crabtree
Go deeper

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Our starter guide, the book series, and the PM Pro Toolbox are all in one place.

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Need bookkeeping, tax, or CFO help?

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