Free Tools

Get started on your journey to the three freedoms of prosperity.

Download our free tools and workbooks.

Business By Design

A workbook for resetting and refreshing your business. As we grow, businesses can move into default mode. Use our Business By Design workbook to get back to intentional design.

Cascading Metrics

Our planning methodology, Cascading Metrics, is a fill-in-the-blank way for businesses to set goals and build workplans.

Cash Headroom

Businesses live and die by their cashflow, and yet, rarely do business owners feel confident in the cash management tools. Download our cash headroom tool to finally feel cash confidence.

This whitepaper outlines six critical distinctions between a high-priced accountant and a stellar fractional CFO, offering insights into how you can make the right choice for your business. We discuss the importance of these distinctions and provide questions to ask prospective CFOs, helping you make an informed decision.

Financial Factors Scorecard

Unsure about the accuracy, efficiency, and quality of your accounting and finance systems? Use our Financial Factors Scorecard to assess and take action.

Good Data, Great Decisions

Data is at the heart of what we do, it can be useless if your data isn't designed with intention. Most accountants focus on accuracy and timeliness but never do the work of designing the data for understanding. That's where this workbook comes in.

Grow4Ways

Engage your team in a blue sky ideation session and build financial fluency at the same time with our Grow4Ways growth strategy tool.

The Prosperity Ladder

As an owner or leader, is your mind in the right place for growth? Download our Prosperous Mind Scorecard to determine what you need to shift in yourself for growth.

Prosperous Mind Scorecard

As an owner or leader, is your mind in the right place for growth? Download our Prosperous Mind Scorecard to determine what you need to shift in yourself for growth.

The Prosperity Playbook

Download a free digital copy of Mackey McNeill’s award-winning bestselling business finance book that includes step-by-step instructions on building better financial systems within your business.

Satisfaction Inventory

With burnout at an all-time high, it’s important to step back and see where you might be in need of some rest, rejuvenation, and potentially a reset.

Take Back Your Time

Our most valuable resource is our time. As owners and leaders, it is our job to ensure we are making the most of our time and talents. Use our Take Back Your Time workbook to reconnect with your most important gifts.