Tools & Resources

Recommended business tools and curated resources to help you succeed

Recommended Business Tools

The software and tools we use and recommend to our clients for managing finances and operations

Free Tools from MKB CFO

Free

Business Budget Setting Tool

Financial Planning

A comprehensive Excel spreadsheet to help you plan and set your business budget. Track income, expenses, and financial goals effectively.

Download Excel
Free

Personal Budget Setting Tool

Financial Planning

A detailed budgeting template to help you forecast revenue, manage expenses, and plan your financial year with confidence.

Download Excel

Need Help Choosing the Right Tools?

As part of our Fractional CFO services, we help you select, implement, and optimize the right financial tools for your business.

Get Started