Small Business Consulting
Free Resources
These guides are built for small business owners who don’t have extra time, extra staff, or extra margin for trial and error. Each one breaks down a core part of running a business into clear steps you can use right away. They’re practical, free, and designed to help you make decisions based on what’s actually happening in your business.
New guides are added regularly, so check back often for the latest tools, or subscribe below to always stay up to date on the latest offerings!
Revenue Drivers Snapshot
This Google Sheets tool lets you get a clear snapshot of what is working in your business and what is not.
Enter your SKUs or Services along with their sales volume to understand what is driving your revenue and what is creating drag.
Learn more about how this knowledge can have a positive impact to your business here: Mini Case-Study: When Shrinking = Growing

The Simple Small Business Revenue Audit
This Google Sheets tool is designed for small business owners who want a clearer view of where they’re spending money and how those choices affect profitability.
The Audit lets you compare your projected revenue, expenses and profit to last year to pinpoint where your money is being spent. The Overview tab guides you through each step of using and interpreting the tool.

The 20-Minute Monthly Reset
This printable guide provides a simple monthly process to help operators stay focused, make decisions based on reality, and build steady momentum over time.
Check out this blog post for extra guidance as you get started.

