Free profit toolkit Get it here
Updated Xero, messy money decisions? Get the free Xero checkup
CFO Brief

Stop guessing what to fix first

Most owners do not need more reports. They need to know whether the real issue is cash, profit, or revenue — and what to do next. Start with the right lever, then go deeper with articles, tools, and templates.

Choose your fix

Use the CPR hubs to go straight to the area that needs attention now.

Cash

Cash Control

Cash feels tight even when sales look okay. Start here if you need clearer weekly rules and fewer bank-balance surprises.

  • Know what is safe to spend
  • Spot cash pressure earlier
  • Build a weekly Money Day routine
Explore cash control
For tight cashflow, debtor delays, and unstable spending
Profit

Profit Control

Sales are coming in, but too little sticks. Start here if you want to protect margin, cut waste, and keep more of what you earn.

  • See where profit is leaking
  • Review pricing and margin pressure
  • Install simple profit habits
Explore profit control
For low margins, overspending, and profit leaks
Revenue

Revenue Control

You are busy selling, but growth still feels unstable. Start here if revenue is inconsistent, weak-quality, or too dependent on hustle.

  • See what is driving real growth
  • Spot weak offers or weak conversion
  • Focus on the right growth lever first
Explore revenue control
For slow sales, patchy growth, and weak conversion

Latest articles

Pick a recent article, or browse the full archive if you want more.

Latest article
Replace with your latest article title

Add a short one-line summary here so visitors know what they will learn before they click.

Read article
Latest article
Replace with your second latest article title

Add a short one-line summary here so visitors can quickly scan the topic.

Read article
Latest article
Replace with your third latest article title

Add a short one-line summary here so visitors can choose what is most relevant.

Read article

Tools and templates

Use a calculator when you need a quick answer. Use a template when you need a worksheet, script, or guide.

Tools

Quick calculators and checks to help you make a better decision faster.

  • Safe-to-spend calculator
  • Break-even calculator
  • Cash runway tools
Open tools

Templates

Download worksheets, scripts, and checklists you can use right away.

  • Money Day worksheets
  • Cash follow-up scripts
  • Profit planning templates
Open templates
CPR: Cash, Profit, Revenue

Find the right fix first

Most owners do not need more reports. They need to know whether the real issue is cash, profit, or revenue — and what to do next.

Cash

Cash Control

Cash feels tight even when sales look okay. Start here if you need clearer weekly rules and fewer bank-balance surprises.

  • Know what is safe to spend
  • Spot cash pressure earlier
  • Build a weekly Money Day routine
Explore cash control
For tight cashflow, debtor delays, and unstable spending
Profit

Profit Control

Sales are coming in, but too little sticks. Start here if you want to protect margin, cut waste, and keep more of what you earn.

  • See where profit is leaking
  • Review pricing and margin pressure
  • Install simple profit habits
Explore profit control
For low margins, overspending, and profit leaks
Revenue

Revenue Control

You are busy selling, but growth still feels unstable. Start here if revenue is inconsistent, weak-quality, or too dependent on hustle.

  • See what is driving real growth
  • Spot weak offers or weak conversion
  • Focus on the right growth lever first
Explore revenue control
For slow sales, patchy growth, and weak conversion

Find Your Fix

Pick the problem that feels most urgent. Get the fastest next step.

Cash Feels Tight

Sales might be okay, but the bank balance keeps scaring you.

  • Committed payments eating next week
  • Collections are slower than spending.
  • No safe-to-spend rule.
Profit Is Always “Later”

You’re busy, but profit never sticks. It disappears into “normal” spending.

  • Discounts and scope creep.
  • Margin leaks you don’t see weekly.
  • No profit habit.

Revenue Feels Like Guesswork

You don’t know break-even, and pipeline keeps lying to you.

  • Unclear break-even target.
  • Weak terms (late payers).
  • Low-quality revenue.


Not Sure Which One?

Start with Profit Audit. It shows whether the real bottleneck is Cash, Profit, or Revenue, and what to fix first.