Small Business Financial Health Workbook
A guided, fill-in workbook that walks you through the numbers behind your business — cash, profit, pricing, working capital, budgets, KPIs and risk — and ends with your own 90-day plan.
Built for owners who…
Look at their reports but are not sure what the numbers are telling them
Want to understand cash, profit and pricing before hiring outside help
Are preparing for a lender, partner or growth conversation
Prefer to work through a structured exercise at their own pace
13 guided parts
- Part 1. Before you start: gather your numbers
- Part 2. Your financial snapshot
- Part 3. Reading your profit and loss statement
- Part 4. Reading your balance sheet
- Part 5. Understanding cash flow
- Part 6. Margins and pricing
- Part 7. Break-even point
- Part 8. Working capital
- Part 9. Building a simple budget
- Part 10. Choosing your KPIs
- Part 11. Financial risk and controls
- Part 12. Your owner pay plan
- Part 13. Your 90-day financial health plan
What you receive
- 15-page printable PDF workbook
- Fill-in worksheets for every part
- Ratio and break-even calculators laid out step by step
- Risk register and basic controls checklist
- 90-day action plan and monthly check-in sheet
How it works
Buy
Check out securely for $47.
Download
Get your secure download link straight away.
Gather
Collect the documents listed in Part 1.
Work through it
Complete one part at a time and finish with your 90-day plan.
Common questions
What format is the workbook?
A printable PDF (15 pages) you can fill in by hand or annotate on screen.
How do I get it after paying?
After checkout your order confirmation page and email include a secure download link. The file is not publicly accessible.
Do I need accounting knowledge?
No. Each part explains the idea in plain English before the exercise.
Is this tax or accounting advice?
No. It is an educational workbook. Speak to a licensed professional about your specific situation.
What is your refund policy?
Please read our Refund & Returns Policy before purchasing.
Small Business Financial Health Workbook — $47
KFMB Consulting provides financial advisory, management and bookkeeping support. We are not a CPA firm, we do not perform audits or issue audit opinions, and nothing on this page is tax, legal or investment advice. Outcomes depend on your business and the decisions you make.