Workbook

Know Your Numbers. Make Smarter Business Decisions.

You don't need a finance degree to understand your business's financial health. You just need to know which numbers matter—and how to use them.

Is your business actually making money? Can you afford to hire? How much cash should you keep on hand? These are questions every small business owner faces, but the answers aren't always easy to find.

Pilot's free Business Financial Foundations workbook helps you turn financial information into practical decisions. Developed with guidance from Neha Banik, Pilot's Head of CFO Services, it's designed to help you understand where your business stands and what to do next.

Inside, you'll learn how to:

  • Know your four numbers: Calculate baseline cash needs, break-even, cash runway, and your effective hourly rate.
  • Make smarter decisions: Understand how hiring, pricing, and cash flow affect your business.
  • Build a simple financial habit: Stay on top of your finances with a 15-minute weekly check-in.
  • Plan your next 90 days: Set a measurable goal and create an actionable financial plan.

And you don't need perfectly organized books to get started. The workbook includes instructions for business owners with up-to-date financial reports and those working from bank statements.

Download your free copy and start putting your numbers to work.

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What's inside:

  • Four essential financial numbers every business owner should know
  • A simple 15-minute weekly financial check-in
  • A worksheet to evaluate whether you can afford to hire
  • A practical 90-day financial action plan

What's inside:

  • Four essential financial numbers every business owner should know
  • A simple 15-minute weekly financial check-in
  • A worksheet to evaluate whether you can afford to hire
  • A practical 90-day financial action plan
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