Templates
13-Week Cash Flow Projection
See where your cash will be 13 weeks out — and catch a shortfall before it hits.
Financial tools
and insights
Insights
The Financial Reports an SMB Owner Actually Needs and How Often
The five reports an owner actually needs — and the right cadence for each, from a weekly clean-book balance to the quarterly review.
Anurag Kakar
27 May 2026
Templates
Annual Budget & Operating Plan
Set your revenue, cost, and profit targets for the year, with margins calculated as you go.
Case Studies
Better questions. Sharper decisions.
A specialty refinishing business turned reporting into a working session — $104K of COGS off the P&L and a $75K+ profit turnaround.
Azurium Team
20 May 2026
Templates
Accounts Receivable Aging Dashboard
Paste in your QuickBooks aging report and instantly see who owes you — and who to chase first.
Insights
Reading Your P&L: What It's Actually Telling You
Stop reading your P&L like a report card. Six questions that turn it into a conversation about what changed and why.
Anurag Kakar
13 May 2026
Templates
Unit Economics & Pricing Calculator
Find out what you really make per client, product, or service — and what a price change does to it.
Case Studies
Finance that keeps up.
A fast-growing marketing company got finance that finally kept pace — accrual reporting, service-line economics, and an M&A-grade view.
Azurium Team
6 May 2026