Free resources

Guides, playbooks & tools — free.

The same frameworks we use with clients. Enter your email once and we'll send you everything below — plus new resources as we add them. No pitch, no pressure.

What's inside

Here's what you'll get.

Free Playbook
The Zero-Margin Expansion Playbook
Playbook · 5 strategies

The Zero-Margin Expansion Playbook

The 5 places capital is trapped in your operations — and how to recover it within 30 days, starting with the tax credits most firms miss.

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Program Guide
Revenue Recovery & Cost Optimization
Guide · 90-day program

Revenue Recovery & Cost Optimization Guide

Exactly how the 90-day engagement works — forensic cost analysis, vendor negotiation, and what you get in each phase.

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Free Tracker
Auto-Renewal Notice Calendar
Template · Contracts

Auto-Renewal Notice Calendar

Never get locked into another auto-renewal. Track every contract's renewal date and cancellation-notice deadline in one place — so you renegotiate on time, not too late.

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Free Template
Cost Benchmark Cards
Template · Benchmarking

Cost Benchmark Cards

A structured template for benchmarking what you actually pay — built to compare against real, sourced numbers instead of the stale "averages" floating around online.

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Free Calculator
Merchant Statement Calculator
Spreadsheet · Payments

Merchant Statement Calculator

Drop in your total fees and card volume to reveal your true effective rate — the one number that shows what card processing really costs you.

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Free Guide
Merchant Statement Decoder
Guide · Payments

Merchant Statement Decoder

A plain-English guide to reading a card-processing statement and finding the fees you're actually paying — starting with your real effective rate.

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Free Worksheet
SaaS License Waste Worksheet
Spreadsheet · Software

SaaS License Waste Worksheet

Spot the software seats you're paying for but nobody uses — and see how much cutting them puts back on your bottom line.

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Guide + Template
The Calendar Mileage Log System
Guide · Tax deductions

The Calendar Mileage Log System

Turn the calendar you already keep into an IRS-ready mileage log. No new app and no double entry; the record starts the moment you book the meeting. Includes the ready-to-use log template with current IRS rates built in.

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