Get instant access

Enter your email to unlock all training materials. No spam, just resources.

Enter your email above to access

All training materials will be unlocked instantly.

Financial Literacy Series

The fundamentals of understanding your business numbers. Start here if spreadsheets make your eyes glaze over.

PDF

Lesson 1: Financial Literacy Basics

The foundation. What numbers actually matter and why you should care about them.

Download
PDF

Lesson 2: Reading Your Reports

How to look at a P&L or balance sheet without wanting to throw your laptop.

Download
PDF

Lesson 3: Cash Flow Reality

Why profitable businesses run out of money and how to make sure yours doesn't.

Download
PDF

Lesson 4: Margins & Markup

The math behind pricing that actually makes you money.

Download
PDF

Lesson 5: Breakeven & Beyond

How much do you need to sell to cover your costs? And what happens after that?

Download
PDF

Lesson 6: Turning Numbers Into Decisions

The whole point. How to use what you've learned to actually make better choices.

Download
Guide

How Much Should I Pay Myself?

The question every business owner asks. Here's how to figure out the answer.

Download
Reference

Profit & Loss Explained

A plain-English breakdown of what's on your P&L and what it means.

Download

Operations Series

The business side of running a business. Pricing, labor, capacity, and making it all work together.

PDF

Ops 1: Costs and Pricing

Understanding what things actually cost so you can price them right.

Download
PDF

Ops 2: Labor Math and Rates

What your people actually cost and how to build rates around it.

Download
PDF

Ops 3: Client Underutilization

When your team isn't busy enough - and what to do about it.

Download
PDF

Ops 4: Fixed Fee Change Orders

How to handle scope creep without losing money or clients.

Download
PDF

Ops 5: Capacity & Hiring

When to hire, how to plan for it, and how to know if you're ready.

Download

Tools & Playbooks

Practical tools you can use right now. Not theory - actual spreadsheets and frameworks.

Playbook

The Utilization & Capacity Playbook

A complete framework for understanding how busy your team is and planning for growth.

Download
Spreadsheet

Resource Utilization Calculator

Plug in your numbers, see your utilization. Includes a sample so you can see how it works.

Download

Ready for more than self-study?

These resources are a great start. But if you want someone to help you apply them to your specific situation, that's what we do.

Let's Talk