Frameworks, not advice
Scenarios, math, and structured questions so you can decide. No verdicts, no “right answer” handed down — you stay in charge of the call.
Plain‑English financial tools
Core-E.
Core-E builds practical, plain-English financial tools for small business owners and solopreneurs: spreadsheet systems, AI prompt packs, and step-by-step workflows that give you the visibility of a finance team — without hiring one. Everything here follows one principle: frameworks, not advice. These tools show you your numbers and give you structured ways to think through a decision. You stay in charge of the call — and your CPA stays in charge of the filings. No jargon, no finance background needed, built to be reused year after year. Use code: SPECIAL for $10 off Pocket-CFO!
The ground rules
How every tool here is built
Plain English
No jargon, no finance background needed. When a term matters, it’s explained right where you use it.
Built to reuse
Monthly workflows and templates designed to be picked up again and again, year after year — not used once and forgotten.
The catalog
Tools & downloads
Instant digital downloads. This grid updates automatically as new tools launch.
From the workbench