The CorpDoc Toolkit
Six areas where financial problems actually occur in every business. Tools that show you exactly where yours are. Built by ex-Big 4 and former CFOs.
The framework
Every financial problem a business owner faces sits inside one of these six areas. Tap any pillar to see what it covers and what breaks without it.
The progression
The toolkit is not a library of calculators. It is a sequence. Each stage builds on the last — deepening one coherent way of thinking about your business.
Three numbers most owners have never calculated properly. Each takes under 60 seconds. Each changes how you see your business.
A weekly operating system across all six pillars. You stop being surprised by your numbers because you've been watching the inputs move all month.
Nine tools that answer the questions before you commit capital. Scenario planning. Pre-mortem stress testing. The hard questions, asked before the expensive decisions.
The three principles
The six areas are not random. They are organised around three principles that govern how healthy businesses actually work. Understanding them changes how you read your numbers.
Every unit of revenue has a cost. The question is whether the gap between the two is wide enough to build a real business — and whether it grows or shrinks as you scale. Most owners discover the answer too late.
Profit is an opinion. Cash is a fact. A business can be profitable on paper and still run out of money. Cash discipline means knowing exactly where your cash is going, how long it lasts, and what breaks first if a client leaves.
Most expensive decisions feel obvious at the time and obvious in hindsight — but for opposite reasons. Decision hygiene means building a habit of running the numbers before you commit, not after. It is the difference between learning and preventing.
Founding access — 100 units only
The complete CorpDoc toolkit — Operator and Strategist, all 24 tools — at $299 for the first 100 founding members. Full bundle price is $399. Retail value is $598.
A fractional CFO charges $200–$350 per hour for the strategic guidance these tools deliver.
The full CorpDoc toolkit — 24 tools, 6 pillars, built by ex-Big 4 and former CFOs — is $299 founding price. One time. No subscription. Every V1 tool yours as it lands.
24 tools across all six business pillars. 5 new tools releasing every month until complete. Built by ex-Big 4 and former CFOs. Yours permanently.
*Lifetime access to the V1 toolkit as it completes. Future product versions (V2 onwards) are separate commercial releases. Hosted permanently on Cloudflare — no subscription required to access.
What happens when we look at your numbers
Not ready to buy? Start free
Contribution margin. CAC payback. Net revenue retention. The three numbers that actually drive your business — calculated instantly, explained in plain English.
Your toolkit is ready. Start with any of the three tools below.
Need a human in the room?
For complex situations, high-stakes decisions, or businesses that need more than tools — we sit beside you.
Start free in under 60 seconds — or lock in the founding price before the 100 units are gone. Either way, you leave knowing more about your business than you did when you arrived.