Download. Review. Dominate

These downloadables were made for people who run businesses, not spreadsheets.

If you’ve ever said “I wish someone just told me what to look for,” these are for you.

Whether you’re checking the health of your cash flow, planning your next financial move, or trying to make sense of all the moving pieces — these tools are practical, simple, and designed to help you make better decisions with less guesswork. No buzzwords. No overwhelm. Just clarity.

Cash Flow Pulse Check

Is your business financially healthy or headed for a code blue? This quick diagnostic checklist helps you identify leaks, manage runway, and make smarter decisions—fast. Ideal for monthly or quarterly check-ins.

Essential KPIs + DIY Formulas

You don’t need to be a CFO to understand your numbers. Learn the 8 key performance indicators every business owner should know—plus simple formulas to track profitability, cash flow, and financial health on your own.

Month-End Closing Checklist

Close your books with confidence. This detailed month-end checklist ensures nothing slips through the cracks—from reconciliations and payroll to compliance and strategy. A must-have for every founder or finance team.

Month-End Closing Checklist (Spanish Version)

La misma herramienta confiable para cerrar el mes, ahora en español. Ideal para equipos financieros bilingües o negocios con operaciones en América Latina y Puerto Rico.

Fractional CFO Initial Document Request

Getting started with CFO support? This RFI list outlines exactly what to gather to help us help you—quickly. Designed for onboarding with ease and clarity, without the overwhelm.

Cafecito with Alina – Session Prep Guide

What’s keeping you up at night? Use this guide to prepare for your strategic cafecito with Alina. We’ll talk numbers, goals, growth—and how to get your business working for you, not the other way around.

Pick what you need.

Use it. Share it with someone who needs it.

And if one of these helped you avoid a financial mess, or finally gave you language for what’s been keeping you up at night, I’d love to hear about it.

Need help applying what you downloaded? Let’s talk!