Turn Financial Clarity Into Better Decisions
Practical financial tools for small businesses, bookkeepers, finance professionals, and nonprofits. Organize the numbers, strengthen your processes, and make financial information easier to use.
Practical Financial Tools Built for Real Work
Ready to use financial systems designed to bring more structure, clarity, and oversight to the recurring work behind small businesses, accounting, and nonprofit finance, helping you organize important information, improve everyday financial processes, and make the numbers easier to review, understand, and use.
Find the Right Financial Tools for Your Work
Small Business Finance
Build stronger financial foundations, manage day to day finances, forecast cash, and make more informed business decisions.
Accounting Tools
Organize recurring accounting work, including reconciliation, fixed assets, depreciation, prepaid expenses, and amortization.
Nonprofit Finance
Manage grants, gifts in kind, budgets, reporting, compliance, and recurring nonprofit financial workflows with greater clarity.
Tools for Better Financial Management
On Sale
The Friendly CFO Small Business Financial Management System
$67.15
$79.00
$67.15
On Sale
On Sale
Business Finance Essentials Small Business Accounting & Financial Management System
$24.65
$29.00
$24.65
On Sale
On Sale
Business Finance Strategy Small Business Financial Planning & Strategy System
$33.15
$39.00
$33.15
On Sale
On Sale
Business Finance Complete Bundle Small Business Accounting & Financial Strategy Systems
$50.15
$59.00
$50.15
On Sale
On Sale
Payment Processor Reconciliation Tool for Payouts, Fees & Bank Deposits
$24.65
$29.00
$24.65
On Sale
On Sale
Fixed Asset & Depreciation Tracker with Asset Register, Rollforward & GL Reconciliation
$28.90
$34.00
$28.90
On Sale
On Sale
Prepaid Expense Tracker & Amortization Schedule for Month-End Close
$24.65
$29.00
$24.65
On Sale
On Sale
Nonprofit Gifts-in-Kind Tracker for Form 990 Schedule M & Donation Documentation
$33.15
$39.00
$33.15
On Sale
Manage Today Plan What Comes Next
Bring Business Finance Essentials and Business Finance Strategy together in one complete bundle, with tools for everyday financial management, planning, forecasting, pricing, and strategy.
Business Finance Essentials: Organize income, expenses, financial statements, mileage, inventory, and everyday financial information.
Business Finance Strategy: Work with pricing, break even analysis, forecasting, goals, tax planning, and recurring financial reviews.
Financial Tools for Real Work
Practical financial systems designed to bring more structure, clarity, and consistency to everyday financial work.
Built Around Real Workflows: Tools for the financial tasks businesses and nonprofits manage.
Clearer and More Organized: Make important financial information easier to review and use.
Designed for Ongoing Use: Build repeatable processes for recurring financial work.
Built for the People Managing the Numbers
Small Business Owners: Build stronger systems for managing the financial side of your business.
Bookkeepers and Accountants: Support recurring accounting work with more organized tools and processes.
Finance Professionals and Consultants: Support financial review, planning, analysis, and client work.
Nonprofit Finance Teams: Manage grants, reporting, gifts in kind, budgets, and recurring nonprofit finance workflows.
Frequently Asked Questions
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The collection is designed for small business owners, bookkeepers, finance professionals, consultants, and nonprofit teams.
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No. The collection includes Excel workbooks, interactive browser based tools, guides, templates, samples, and supporting resources, depending on the product.
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No. Both systems work independently and can be purchased separately.
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Several workbook based products include both a blank template and a completed sample, so you can see how the system works before adding your own information.
Make Financial Work Clearer and More Organized
Explore practical financial tools designed to support businesses, accounting professionals, and nonprofit finance teams.