Small Business Resources

Starting and running a small business comes with big responsibilities.

And we know that reliable financial guidance can make all the difference. This resource hub is designed specifically for startup and small business owners looking to strengthen their financial foundations, make informed decisions, and grow with confidence.

Here, you’ll find practical tools, templates, checklists, and insights developed by experienced Virtual CFOs. Whether you're setting up your business, managing cash flow, planning to scale, or simply want to understand your numbers better, we’ve got you covered.

Your Free Resources

Whether you're just starting out or looking to get more clarity around your finances, these free tools are designed to help you take the next step with confidence, no jargon, no overwhelm, just practical support.

The 4-Minute Financial Health Check

A quick, practical tool to help you assess the financial foundations of your business.
In just a few minutes, you'll get a snapshot of where your business stands financially: what's working, what needs attention, and where to focus next.

Download it to:

  • Identify potential risks and blind spots

  • Prioritise the areas that need action

  • Understand your financial health in plain language

Money Mindset Workbook

Shift your thinking, build confidence with money, and create a mindset for growth.
How you think about money can directly impact the decisions you make in your business. This workbook helps you explore your beliefs, build new habits, and set a foundation for financial success on your terms.

Inside you'll find:

  • Exercises to uncover limiting beliefs

  • Space to set meaningful financial goals

  • Tools to reframe your mindset and take action

The Money Tree: grow, nuture and scale a thriving business

Running a business is a lot like growing a tree, what you don’t see beneath the surface is just as important as what’s above it.

The Money Tree is a practical, easy-to-follow guide for business owners who want more than survival, they want sustainable, abundant growth.

Whether you’re just getting started or already growing, this book will help you understand the three essential financial “branches” every business needs to strengthen: Revenue, Profit, and Cash Flow.

AVAILABLE SOON!

Virtual CFO On-Demand

If you’d like to dive deeper into your own numbers and get personalised support, I’d like to invite you to book a Virtual CFO On-Demand session.

This one-on-one session is perfect if you want expert guidance on the specific financial challenges in your business.

In just 60 minutes, we can work through:

  • Cash flow challenges: understanding why you might be struggling to have consistent cash in the bank

  • Pricing uncertainty: setting prices that attract customers but protect profits

  • Budget clarity: creating a realistic, easy-to-follow budget

  • Unclear financial priorities: knowing exactly where to focus for growth

  • Funding questions: understanding how to manage or access financing effectively

  • Cost control: identifying areas to reduce expenses and boost profits

Investment: $330 AUD (inc. GST)
You’ll leave the session with practical advice, a clear plan, and the confidence to move forward.

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