Free, practical, nothing saved.
Session-ready checklists, interactive diagnostics, and a downloadable field guide for EOS companies and the people who guide them.
Free tools and downloads
What the Finance Seat Should Own
A one-page table of what a strong finance seat brings — with red flags and an L10 action step.
Open →Free spreadsheet templates
13-week cash forecast, month-end close checklist, and starter Scorecard financials — working files to fill in.
Get the templates →EOS Finance Readiness Check
A 10-question check to run with a leadership team in a session. Print or save as PDF.
Open →The Finance Seat Maturity Model
A one-page map of the four levels of financial capability, with the single next step for each.
Open →Five questions to ask your finance person
Tell whether your finance support is what an EOS company needs.
Open →The month-end close checklist
What a complete close includes — check yours against it.
Open →EOS Finance Diagnostic
Score whether finance is an asset or the ceiling. Two minutes.
Open →Scorecard Metrics Check
See whether your Scorecard financials are working.
Open →The EOS Finance Field Guide (PDF)
The best of the library in one shareable six-page guide.
Open →The Finance Seat is an independent resource, not a vendor site. Read who publishes it and why.