Core-E Tools

Pocket CFO

You run the business. Nobody runs the numbers. Pocket CFO is the toolkit for owners flying without a finance team — so the money side stops being a monthly surprise.

45 seconds inside the workbook — a sample business, not a real one. Sound is off until you tap the speaker.

What's in the box

The spreadsheet system

P&L, balance sheet, cash flow, runway, break-even, and pricing/margin — connected sheets that turn your numbers into answers.

The AI prompt pack

Structured prompts that let you talk a decision through like you had a CFO across the table — pricing, hiring, cash crunches.

The monthly close

A checklist workflow built to close your month in an evening, plus a browser companion app that turns bank CSVs into a P&L and runway forecast.

Get Pocket CFO — $49 Code SPECIAL takes it to $39

30-day refund window, no questions. Sold through Gumroad.

Pocket CFO provides frameworks and educational tools, not financial, tax, or accounting advice — and it's never a substitute for a CPA or professional advisor who knows your situation.