Resources
Practical insight for better financial decisions.
A growing library of executive tools, financial frameworks, and operating resources from Phifer Consulting.
Featured frameworks
Tools for owners who want clearer financial control.
PDF
Executive Guide
Financial Health Checklist
Key questions every owner should be able to answer about cash, profitability, reporting, controls, and forecast risk.
KPI
Framework
Executive KPI Scorecard
A practical framework for connecting revenue, operations, cash flow, and profitability in one management view.
13W
Planning Tool
13-Week Cash-Flow Forecast
A disciplined near-term planning model for identifying liquidity pressure before it becomes urgent.
SYS
Operating Framework
Modern Finance Function
How reporting, forecasting, controls, dashboards, and executive cadence work together.
Coming soon
Resource library in development.
Future resources will include CFO checklists, forecasting templates, dashboard examples, and financial decision frameworks.
Planned resources
- Monthly financial review agenda
- Budget vs Actual review template
- Cash-flow planning checklist
- Law firm KPI framework
- Executive dashboard example
Stay informed
Build a stronger financial operating system.
Contact Phifer Consulting to discuss which financial frameworks your business needs most.