Guides, checklists, workbooks — and the AYL tools.
PDFs, checklists, guides, and workbooks from Accounting Your Life, plus the AYL tools — all in one place. Tell us what you want and we'll send you the latest version.
Tools
View all toolsCash Flow Tool
Build and manage 13-week cash flow visibility.
Request accessBusiness Plan Tool
Turn strategy into a usable business plan.
Request accessBrand Studio
Brand guides, systems, and downloadable asset kits.
Request accessAI ROI Tool
Measure AI return, review AI risk, and find technology debt.
Request accessAYL CFO Network App
An exclusive app for finance leaders and AYL network members.
Request accessGuides
AI Governance Framework
The practitioner framework for AI governance — policy structure, model inventory, risk register format, and board reporting cadence.
Request this resourceFractional CFO Engagement Guide
What operators need before hiring a fractional CFO — engagement types, what to expect, the questions to ask, and how to evaluate fit.
Request this resourceCannabis 280E Survival Guide
The operational accounting patterns licensed cannabis operators use to survive 280E — from chart-of-accounts design through state compliance.
Request this resourceAEC Project Accounting Playbook
Project-level revenue recognition, WIP reporting, and the financial discipline that separates profitable AEC firms from break-even ones.
Request this resourceChecklists
Q4 Tax Preparation Checklist
The end-of-year tax checklist that separates operators who keep their money from operators who hand it over.
Request this resourcePre-Fundraising Financial Checklist
The financial diligence prep we run with clients before they approach investors — everything sophisticated capital expects to see, organized.
Request this resourceWorkbooks / Curriculum
Technology Debt Audit Workbook
The workbook for inventorying AI and software systems, mapping dependencies, and surfacing the risk and cost of technology debt.
Request this resourceFuture CFO Program Curriculum
The full curriculum behind the Future CFO Program — for operators developing a Controller or finance leader into a future CFO.
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