Resources

Small Business Resource Center

Free tools, templates, guides, and checklists to help you run and grow your business more effectively.

Free Guides & Downloads

Practical resources developed from hundreds of client engagements. No fluff, no filler.

📄 Business Startup Checklist

A step-by-step checklist covering everything you need to legally launch and operationally prepare your small business.

PDF • Free Download

📊 90-Day Business Plan Template

A fillable strategic planning template to map out your goals, priorities, milestones, and KPIs for the next 90 days.

Google Doc / PDF • Free Download

💰 Cash Flow Projection Spreadsheet

A pre-built spreadsheet to forecast your monthly cash flow for 12 months. Includes automated calculations and visual charts.

Excel / Google Sheets • Free Download

🎯 Marketing Strategy Workbook

Define your target customer, craft your messaging, and build a marketing channel plan using this guided workbook.

PDF Workbook • Free Download

⚙️ SOP Creation Template Pack

Five pre-formatted Standard Operating Procedure templates to help you document your most important business processes quickly.

Word / Google Docs • Free Download

🤝 Hiring & Onboarding Kit

Job description templates, interview scorecards, and a 30-60-90 day onboarding framework for your first (or next) hire.

PDF + Word Templates • Free Download

Recommended Reading

Our consultants’ most recommended books for small business growth and leadership.

📖 Strategy & Planning

  • Traction — Gino Wickman
  • Good to Great — Jim Collins
  • The E-Myth Revisited — Michael Gerber
  • Scaling Up — Verne Harnish

📖 Marketing & Sales

  • $100M Offers — Alex Hormozi
  • Building a StoryBrand — Donald Miller
  • DotCom Secrets — Russell Brunson
  • Influence — Robert Cialdini

📖 Finance & Operations

  • Profit First — Mike Michalowicz
  • Simple Numbers — Greg Crabtree
  • The Lean Startup — Eric Ries
  • Work the System — Sam Carpenter

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