Get A Clear Financial Plan
For The Next 12 Months

A CFO-designed budgeting and forecasting toolkit + Denton Chamber Member savings built to help you see what’s coming, spot risks early, and make smarter decisions without getting lost in the numbers.

Get access to the Small Business Budgeting and Forecasting Toolkit and get 10% off the first 3 months of ClarityCore Financial Clarity Services.

Get A Clear Financial Plan
For The Next 12 Months

Get access to the Small Business Budgeting and Forecasting Toolkit and get 10% off the first 3 months of ClarityCore Financial Clarity Services.

Running a business means making decisions every week—often without clear visibility into what’s ahead.

Many Denton-area business owners are deciding without really knowing:

What the next 12 months will look like
Whether pricing, labor, and overhead support growth goals
How much cash will actually be available at month-end
Where profit leaks are happening
Whether a hire, loan, or expansion is truly safe

Even when reports exist, they often arrive too late—or don’t explain what actually matters.

You deserve tools that make your numbers clear, timely, and actionable.

Clarity Every Owner Wishes
They Had Sooner

Understand where your business is going, what could go wrong, and how to stay in control. This bundle gives you a complete, CFO-designed system to finally understand your financial story.

You’ll be able to:

Build a realistic 12-month forecast
See cash gaps before they happen
Understand how P&L, Balance Sheet & Cash Flow work together
Track the KPIs that actually matter
Make smarter decisions with more confidence
Spot risks early — not when they’ve already hit

This is the clarity every owner wishes they had from day one.

And for those who want ongoing guidance beyond the toolkit, a member-only 10% discount deal is offered upon enrollment to the ClarityCore Financial Services.

WHAT'S INCLUDED

A Complete Budgeting &

Forecasting Toolkit

Everything you need to plan, track, and understand

your financial performance.

Budgeting & Forecasting Cheat Sheet (PDF)

A 12-month planning guide with simple, CFO-level explanations:

Top-down, bottom-up, rolling, and zero-based budgeting methods
Do’s and don’ts that prevent common mistakes
Blind spots in industrial and B2B service businesses
Cash sensitivity checks
How P&L ↔ Balance Sheet ↔ Cash Flow connect
A practical, easy-to-follow workflow

3-Statement Budget Worksheet Template

Plug-and-play spreadsheet with:

12-month P&L budget
Balance Sheet forecast
Cash Flow forecast

This is the exact structure CFOs use to help clients plan growth, cash, and operations.

Financial Health Metrics + KPI Guide

A complete list of the most important small-business metrics, what they mean, why they are important and their formula.

Everything explained clearly, in plain English.

Special Bonus! Get 10% off the first 3 months of ClarityCore Financial Clarity Services

Includes:

12-month budget model
Variance tracking
1–2 hours/month of budget coaching
Forecast updates and template maintenance

12-month budget model
Variance tracking
1–2 hours/month of budget coaching
Forecast updates and template maintenance

For Growing, Hands-on

Business Owners

When day-to-day decisions require better financial visibility.

This toolkit + exclusive 10% savings is for you if you are a Denton Chamber Member and:

You’re leading the business day-to-day and want clearer numbers so you can plan ahead instead of reacting week to week.
You’re growing the company and need better forecasts, tighter dashboards, and visibility that helps you make confident decisions.
You’re managing multiple teams, projects, or locations and want a standardized, integrated way to understand financial performance.