Resources

Business PDF Guide: Lessons From the Real World

A personal business guide from Lance Taylor, sharing key lessons learned from business school, top business books, and real-world entrepreneurial experience.

This guide is designed to help business owners think more strategically and avoid common mistakes.

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Financial Forecasting Tool

A step-by-step financial forecasting tool designed for small business owners. This template walks you through how to input your revenue and expenses, track actual performance, and build forward-looking forecasts for the next few months or the next year.

Perfect for business owners who want more clarity around where their business is headed and how today’s decisions impact future results.

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Free Audit Review Request

Request a free high-level review of your business financials by the Tailored Financial Solutions team.

This review is meant to provide clarity, not pressure, and help you understand where your money is going and where improvements may exist.

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Baselane

Baselane is a real estate focus - that offers an accounting & Bookkeeping feature for free. 

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