The Business Skill Forge shop
Finance skills you can put to work this week
Every calculator and guide on this site is free. These are the things that go further: structured courses, working Excel models, and deep guides on one decision each — written for people who have to produce an answer, not pass an exam.
Courses
Structured, self-paced, text-based
CoursesCurrency & Commodity Futures MasterclassEUR/USD, JPY, energy, metals, grains, contango/backwardation — 12 sections, 30 lessons, 12 quizzes.$197.00View detailsCoursesFinancial Modelling MasterclassBuild 3-statement models, DCF valuations, and operating models from scratch — 12 sections, 33 lessons, 12 quizzes.$197.00View detailsCoursesFutures Trading Mastery: From Zero to ProMargin, mark-to-market, leverage, hedging, OI/volume — 12 sections, 35 lessons, 12 quizzes.$197.00View detailsCoursesOptions Strategies MasterclassVertical spreads, straddles, iron condors, butterflies, calendars — 12 sections, 35 lessons, 12 quizzes.$197.00View detailsCoursesOptions Theory: From Zero to ProGreeks (Delta, Gamma, Theta, Vega), Black-Scholes, IV rank — 12 sections, 33 lessons, 12 quizzes.$197.00View detailsCoursesRisk Management & Trading PsychologyPosition sizing, Kelly criterion, VaR, drawdowns, and cognitive biases — 10 sections, 27 lessons, 10 quizzes.$197.00View detailsCoursesStock Market Mastery — FoundationsMarket structure, SEC/FINRA, IPOs, indexes, brokers, clearing — 13 sections, 39 lessons.$197.00View detailsCoursesStock Market Mastery — Fundamental Analysis10-K analysis, P&L deep dive, ratios, DCF, equity research — 16 sections, 46 lessons.$197.00View detailsCoursesStock Market Mastery — Technical AnalysisCandlesticks, MAs, RSI, MACD, Fibonacci, Dow theory — 20 sections, 51 lessons.$197.00View details
Templates
Working Excel models you can open today
Templates13-Week Cash Flow Forecast (Excel)The rolling quarter-ahead forecast lenders ask for and owners actually use. It flags the week you run short, not the week after.$29.00View detailsTemplates3-Statement Financial Model (Excel)Five-year integrated income statement, balance sheet and cash flow that actually ties. Change one assumption and every statement moves together.$39.00View detailsTemplatesCFO Reporting & Variance Pack (Excel)A monthly reporting pack: KPI dictionary, actual vs budget vs prior year, variance engine and executive views.$99.00View detailsTemplatesDCF & Comparable Company Valuation Model (Excel)Value a business by DCF, capitalisation and comparables, and see the range on a football field.$129.00View detailsTemplatesDriver-Based Planning & Rolling Forecast Model (Excel)One driver model for the annual plan, department budgets, the rolling forecast and scenarios.$129.00View detailsTemplatesEquity Compensation Tax Planner — RSU, ISO/NSO, AMT & ESPP (Excel)Model the tax on RSUs, ISOs, NSOs and ESPP shares before you vest, exercise or sell — including AMT exposure.$99.00View detailsTemplatesInvoice Tracker & Ageing Report (Excel)Log every invoice once and get a real aged-debtor report - Current, 1-30, 31-60, 61-90, 90+ - with no pivot tables to…$19.00View detailsTemplatesMonth-End Close & Reconciliation System (Excel)Run the month-end close: calendar, status tracking, reconciliations, journal entries, fixed assets, year-end and audit binder.$99.00View detailsTemplatesProfessional Services Profitability & Capacity System (Excel)See which clients, projects and people actually make money — and whether the team has capacity for the next piece of work.$129.00View detailsTemplatesRental Property Underwriting Model (Excel)Underwrite a buy-and-hold rental: financing, cash flow, DSCR, returns, stress tests and break-even.$89.00View detailsTemplatesSaaS Financial Model (Excel)A SaaS operating model: pricing tiers, sales capacity, cohorts, ARR bridge, P&L, cash, burn and runway.$149.00View details
Guides
Deep dives on one decision each
GuidesAI Workflows for Finance & AccountingRepeatable AI workflows for finance work — with verification, controls and human review built in.$59.00View details
GuidesBoard Reporting & Financial StorytellingA repeatable board pack and the written narrative that makes it land.$59.00View details
GuidesBreaking Into FP&A: The Complete Career GuideFP&A is the seat everyone in finance suddenly wants — where you stop closing the books on the past and start telling…$29.00View details
GuidesBusiness Valuation for Owners and AdvisorsWhat a business is actually worth, and why — from maintainable earnings to a defensible range.$69.00View details
GuidesBuying a Small Business: The Financial PlaybookUnderwrite an acquisition you can defend — quality of earnings, earnings normalisation, deal structure, debt service and valuation.$79.00View details
GuidesCash Flow Forecasting for Service BusinessesSee the crunch before it hits. The 13-week forecast and the levers that keep a lumpy-revenue business solvent.$29.00View details
GuidesDividend Investing for Income GenerationBuild a growing stream of income you can live on — with a clear-eyed look at what dividends really are.$29.00View details
GuidesFinancial Modeling Master GuideBuild models that balance, tie out and can be defended — with a check framework that finds the break.$69.00View details
GuidesFinancial Planning for Doctors and DentistsHigh income doesn't guarantee wealth. The debt, insurance, tax, and asset-protection playbook built for the way physicians and dentists actually earn.$49.00View details
GuidesFinancial Planning for Startup Founders: Pre/Post ExitThe moves that turn a paper fortune into a real one — QSBS, the exit, and the day you become suddenly, permanently…$69.00View details
GuidesFinancial Planning for Tech Workers (West Coast Edition)Big comp, mostly in volatile stock, in the priciest and highest-taxed corner of the country. The playbook for turning tech equity into…$49.00View details
GuidesFrom Big 4 to Industry: The Strategic Exit GuideBig 4 was the down payment, not the destination. From Big 4 to Industry is the strategic exit guide for leaving audit…$29.00View details
GuidesISO / NSO / AMT: Stock Options Explained (2026 Edition)Stock options can create real wealth or a real disaster, and the difference usually comes down to two letters — ISO or…$39.00View details
GuidesLife After the Exit: Managing a Windfall & Building a Legacy (2026 Edition)You built it and sold it. Now the harder question: how to keep, grow, and pass on a fortune without losing it…$19.00View details
GuidesMega Backdoor Roth: The Tech Worker’s Wealth Hack (2026 Edition)There's a legal way for high earners to put an extra $30,000–$40,000 into a Roth every single year — on top of…$29.00View details
GuidesPricing for Profit: The Service Business GuideStop selling your hours. The models, psychology, and scripts to charge what your work is truly worth.$39.00View details
GuidesQuarterly Tax Payments Made Simple (2026 Edition)Stop fearing the four dates. Quarterly Tax Payments Made Simple takes the most anxiety-producing part of self-employment — paying the IRS four…$19.00View details
GuidesReal Estate Syndications for Passive Investors (2026 Edition)Own a slice of large, professionally run real estate — without tenants, toilets, or a second job. Real Estate Syndications for Passive…$39.00View details
GuidesRoth Conversion Strategy Across Career StagesChoose the rate you pay on your retirement money — by moving it to tax-free ground in the right years.$39.00View details
GuidesRSU Tax Strategies That Save Six Figures (2026 Edition)High earners routinely lose six figures over a career to the same avoidable RSU mistakes. RSU Tax Strategies That Save Six Figures…$39.00View details
GuidesS-Corp or LLC? Cutting Your Self-Employment Tax (2026 Edition)When does the S-corp election save a profitable freelancer thousands — and when does it just buy you paperwork? S-Corp or LLC?…$29.00View details
GuidesScaling Up: From Freelancer to a Sellable Business (2026 Edition)Stop trading hours for dollars. Scaling Up shows how to turn your freelance income into a business that runs — and sells…$19.00View details
GuidesShort-Term Rental Investing in 2026The higher-income, higher-effort corner of real estate. Short-Term Rental Investing in 2026 gives you the honest version: how to project STR revenue…$29.00View details
GuidesSMB Financial Health: A Diagnostic ManualA complete checkup for your business — read the vital signs, catch the warning symptoms, fix them before they're fatal.$29.00View details
GuidesTax-Loss Harvesting: The Hidden AlphaTurn market losses into tax savings. The mechanics, the wash-sale trap, and the year-round system that lifts your after-tax return.$29.00View details
GuidesThe 3-Fund Portfolio: Simplicity That WorksThree funds beat almost every professional. The whole low-cost, index-based system — and the discipline to keep it.$19.00View details
GuidesThe Bookkeeper-to-CFO Career Roadmap (E-Book)The complete career playbook for moving from bookkeeper to controller to CFO. Maps the skills, certifications, and milestones at each stage —…$39.00View details
GuidesThe Bookkeeping Practice PlaybookStart, price and grow a bookkeeping practice that runs on packages and systems, not hours.$59.00View details
GuidesThe BRRRR Method: A Complete Walkthrough (2026 Edition)Buy it, fix it, rent it, refinance it, and pull your cash back out to do it again. The BRRRR Method: A…$29.00View details
GuidesThe Equity Compensation Playbook (2026 Edition)RSUs, stock options, the 83(b) election, and the AMT trap — decoded. The Equity Compensation Playbook helps you understand the equity in…$19.00View details
GuidesThe Finance Function PlaybookThe operating cadence for the first finance leader: close, report, plan and control — plus the team and structure to run it.$69.00View details
GuidesThe Finance Interview BiblePrepare for accounting, controller and CFO-track interviews — technical, behavioural and every stage in between.$49.00View details
GuidesThe Finance KPI & Dashboard BibleBuild a KPI dictionary nobody argues with, then the dashboards executives actually read.$69.00View details
GuidesThe FIRE Movement: Path to Early RetirementThe number, the math, and the tax machinery to buy back your time — decades before a traditional retirement.$29.00View details
GuidesThe Founder’s Fundraising Finance GuideThe arithmetic of raising a round: valuation, dilution, the option pool and what the terms actually cost.$69.00View details
GuidesThe FP&A PlaybookOne driver model that budgets, forecasts, stress-tests and explains variance.$79.00View details
GuidesThe Fractional CFO Practice PlaybookFill your client pipeline, define the monthly deliverable, and run a practice that does not depend on you being in every meeting.$69.00View details
GuidesThe Fractional CFO Pricing BibleThe open secret of fractional CFO work: the people who win aren't the best finance minds — they're the best priced. The…$49.00View details
GuidesThe Freelancer’s Tax Survival Guide (2026 Edition)Stop dreading April. The Freelancer's Tax Survival Guide is the self-employed playbook for legally keeping more of every dollar you earn, built…$19.00View details
GuidesThe High-Earner’s Tax Optimization PlaybookKeep more of what you earn. The legal, dollar-by-dollar system for households the tax code is built to squeeze.$49.00View details
GuidesThe Home Office Deduction Playbook (2026 Edition)Turn the room you already work in into one of the biggest write-offs a self-employed person gets — the right way, with…$19.00View details
GuidesThe Mortgage Payoff vs. Invest Decision Guide (2026 Edition)Pay down the mortgage or invest the money? The Mortgage Payoff vs. Invest Decision Guide gives you a defensible, tax-aware framework for…$19.00View details
GuidesThe Real Estate Tax Playbook (2026 Edition)Why the tax code rewards property like nothing else — and how to use it. The Real Estate Tax Playbook shows how…$29.00View details
GuidesThe SaaS Founder’s Financial Model BibleBuild the model that runs your company — the metrics, unit economics, and forecast investors actually believe.$49.00View details
GuidesThe Self-Employed Wealth Playbook (2026 Edition)No employer match, no pension, no safety net — and bigger tax shelters than any employee gets. The Self-Employed Wealth Playbook shows…$19.00View details
GuidesThe Small Business Owner’s Tax Playbook (2026 Edition)Every deduction, entity choice, and write-off that keeps more of your profit in the business — and out of the IRS's hands.…$19.00View details
GuidesThe Tax-Smart Investing Playbook (2026 Edition)It's not what your investments earn — it's what you keep. The Tax-Smart Investing Playbook shows how to build and manage a…$19.00View details
GuidesThe Tech Workers Equity Comp Handbook (2026 Edition)Equity compensation is often the largest and least-understood part of a tech worker's pay. The Tech Worker's Equity Comp Handbook fixes that,…$49.00View details
GuidesUnderwriting Your First Rental Property (2026 Edition)Learn to read a rental deal like an investor — the metrics, the hidden costs, and the math that tells you to…$39.00View detailsEvery purchase is a one-off. Nothing here renews, and the free calculators stay free.
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COURSESCoursesSelf-paced, text-based courses you can work through.LEARNLearning HubInteractive lessons, drills and flashcards.RESOURCESResources HubBlogs, e-books, templates and glossary.26 CALCULATORSCalculatorsTax, retirement, mortgage and business calcs.CONVERTERSConvertersCurrency, rate, frequency and margin.HEAD-TO-HEADSComparisonsSide-by-side money verdicts.SCENARIOSUse-CasesReal money questions, answered.507 TERMSGlossaryPlain-English finance definitions.
