Resources

Small Business Coaching Resources & AI Agent

SMB WIIFM Resource

SMB Finance Resource

SMB Finance Resource

Custom Business Coach GPT

York is a business coach that provides free insights from the top consulting firms as well as small business resources for entrepreneurs.

Guide Write a Winning White Paper.pdf

Guide to Winning White Papers

Interactive White Papers are a great way to build your credibility as a domain expert while building your lead pipeline.

Business Analysis & Data Visualizations

Month to Month Accounting Analysis.xlsx

Vertical & Horizontal Analysis

How to Analyze & Prepare Your Month End Close Out

DMAIC Framework

Use Project Management to Improve Your Operations

DMAIC Shipping Costs.docx
HowTo Analyze a Balance Sheet.pdf

How to Analyze Your Balance Sheet

A Step-by-Step Walk Through

Capital Budgeting and Scenario Analysis

Template is good for NPV and ROI on Large Capital Expenditures

NPV Capital Budgeting Projects.xlsx
NPV,IRR, & Risk Forecast.xlsx

Scenario, Risk, and Profitability Analysis

Template is good for Scenario, NPV, IRR, and Breakeven 

Basic Financial Statement Analysis and Forecast

Template is good for Small Business Analysis

SciTronics Inc. Financial Statements.xlsx

Revenue/Profit/Inventory Turnover 

Template Coming Soon

COGS, P/L, Trend Analysis

Template Coming Soon

Personal Development & Planning

Value of Education/ Opportunity Calculator

Used For Graduate School Evaluation

Value of Education.xlsx

Portfolio Sharpe Calculator & Performance YTD

Portfolio Diversification.xlsx