TOOLS FOR OWNERS

Use your numbers. Stop managing from the bank balance.

Three practical downloads from Kim Griffin, CPA. Fill one this month. If you want the live version, book a Meet and Greet.

The tools

Service-line cash

Cash vs Profit Tracker

A one-page guide plus a spreadsheet that puts invoiced profit and actual cash on the same page, by service line. Fifteen minutes. One decision.

$37

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Before December 31

Year-End Tax Timing Checklist

A two-page timing checklist so year-end is a plan, not an April surprise. It will not file your return. It will stop you from walking in blind.

$37

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20 minutes

Monthly Close Kit

Five numbers. One decision. The close to run the first week after month-end. If it takes four hours, the system is the problem.

$67

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BUNDLE · SAVE $44

Financial Clarity Starter Kit

Cash vs Profit this week. The close kit next month. The tax checklist before year-end. $97 instead of $141.

  • Cash vs Profit Tracker
  • Year-End Tax Timing Checklist
  • Monthly Close Kit

$97

$141 separately

Get the kit