Free Resources for Business, Accounting and Financial Management

E-books, webinars, tools, checklists and more to grow your business.

Tool - Pricing Agency Services

Not sure where to get started with pricing your work? This Excel workbook and corresponding video will get you started.

Download Today!

Identify which services that could be more profitable, taking into account expenses. Includes step-by-step instructions with a webinar.

On-Demand Webinar - How to Recession Proof Your Agency

Worried about the economy? We will take you through our playbook to weather an economic downturn.

Watch Now!

Unlock the secrets to recession-proof your marketing agency with expert insights from a CPA and learn strategies for thriving in uncertain times. 

Monthly Newsletter - Accounting for Marketing

Receive the latest news from reliable marketing industry resources. Includes trends, issues, tactical tips and free offers.

Stay informed!

We take your privacy seriously. We promise not to spam you or sell your data to others. Opt-out any time.

Tool - Cash Flow Forecast

Our Excel model will help you predict how much cash you will have on any given day over the next few months.

Your Download

A cash flow forecast paints a picture of how long your cash will last and how much cash you will need over a certain time period.

E-book - Marketing KPIs

Marketing Key Predictive Indicators can help reveal the future of your business' positioning, not your past. This ebook can help!

Metrics Matter

Find out which metrics determine how profitable your marketing efforts are. Includes which KPIs to track, how to track and online resources to help.

Checklist - How to Choose a Bank

The first(ish) step in the entrepreneur's journey: choosing a bank to do business with. This checklist will help.

Cover your bases

If you've been operating a business for awhile, you know how important it is to have a bank that you trust fits your needs. 

On-Demand Webinar - The Agency Profitability Audit Framework

Learn how to diagnose and fix the profitability of your agency.

Watch Now!

Learn the 5-step framework for auditing an agency’s profitability.

E-book - How to Recession Proof Your Marketing Agency

Learn how to survive and thrive through economic uncertainties.

Empower Yourself

This ebook will help you make informed decisions, providing key steps you can take to prepare for economic downturns.

Report - Should Your Agency Hire a Salesperson?

Our first-ever proprietary research report tackles a key agency growth question.

Free Ebook

High-growth marketing agencies continually look for new customers and must maintain a certain level of sales momentum to grow their revenue.

On-Demand Webinar - Cash Flow 101

Does your P&L show a profit but your bank account tells a different story? We will take you through the basics of managing your business' cash flow.

Watch today:

Comes with a free Excel template to forecast 150 days of your cash flow.  Chris will show you how to make this template work for you.

E-book - From Freelancer to Agency Owner

You have the skills, but are you financially ready to move from freelancer to agency? This free e-book helps you make a plan.


How to get your legal entity right

How to set up your accounting systems

 ... And More.

E-book - Entrepreneur's Starter Kit

The Startup's Guide to Business is the ultimate guide for first-time business owners to help them compete in today's market.

Pillars of Business

This 71-page ebook was written by experts in human resources, business strategy, marketing and accounting. Includes free resources and more.

Tool - Financial Scorecard

You've set a budget. Made a plan. But is it working? Fill out this personal finance scorecard to see how your progress really measures up.

Need a checkup?

Similar to a health checkup, the Personal Finance Scorecard takes stock in your financial health and points out areas that need improving.

E-book - Scaling The Data Driven Agency

The right systems will allow you to approach your agency with a multi-angled plan if scaling is your intent.

Download today

 This ebook will serve as your roadmap to ensure that you are doing the right thing (and not miss the important steps). 

On-Demand Webinar - How Good Is Your Bookkeeping?

Is your bookkeeper doing a good job? We'll teach you how to assess if you can rely on your numbers.


The first step to ensuring your business is on the right path is to make sure your bookkeeper is up to speed and has your books up to date.

Checklist - Preparing for Year-End

When it comes to preparing your business for the next year, there are a lot of things to consider. This will help get you organized.

Download today

Every business needs to prepare for the year ahead. This end of year tax planning checklist will help. 

Tool - Cash Reserves Calculator

How much cash you should keep in your business? Our quick survey will tell you exactly how much to target.

Have enough?

Unexpected expenses can stifle plans for growth. Find out  how much cash you need in your business.

E-book - Working Capital: What, Why & How

Liquidity is more than just cash and it's critical to financing your agency's growth. We'll walk you through the basics of managing your liquidity.

Capital Control

In this capital management guide, learn how to calculate,  measure and improve your agency's capital.

Tax Organizer

Better Way CPA's downloadable and fillable PDF will help ease the process of pulling together your tax information.

Tax Tool

This free download will help you organize your necessary financial information and make sure you don't miss any important deductions.

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