FINANCE | THE 7 F SERIES

Look strong on paper, at home and in business.

Bankable is my field guide to the money basics I wish I had learned earlier: a budget that runs itself, a personal credit cleanup, the right structure for your company, and business credit from net 30 to a credit line.

"Be diligent to know the state of your flocks."PROVERBS 27:23

Starting at $27. 18 page printable PDF guide and workbook.

Cover of Bankable: The Finance Field Guide by Founder Brandon

The problem

Money is a mirror, not a scoreboard.

When Finance is flat, the whole wheel wobbles. Stress follows you home, you say no to good opportunities, and the business never quite looks ready to a lender.

Most founders never got a simple system. We figure it out as we go, mix personal and business money, and hope the credit side sorts itself out.

The fix is not a bigger income first. It is a clear picture, a budget that runs on autopilot, clean credit, and a business that looks real on paper.

What you get

Personal first, then the business.

18 printable pages. Fill it in with a pen or on a tablet.

01

Know your numbers

A one page money snapshot: assets minus debt and money in minus money out.

02

A budget that runs itself

Four accounts, one plan and a 15 minute weekly money meeting.

03

Credit and structure

A 90 day personal credit cleanup plan and an entity and separation checklist for your CPA.

04

Business credit and capital

The tier ladder from vendor net 30 accounts to a credit line, the 5 C's lenders look at, and a readiness file.

Bankable guide cover page
The cover
Four accounts, one plan page
Four accounts. One plan.
The business credit tier ladder page
The tier ladder
Capital readiness file page
Capital readiness file
Thirty day Finance sprint page
Your 30 day sprint

How it works

Snapshot. Automate. Clean up. Build.

Start tonight. Rough numbers are fine.

STEP 1

Snapshot

Fill in the money snapshot on page 4. It is your starting line, not your identity.

STEP 2

Automate

Set up the four account budget and hold your first 15 minute money meeting.

STEP 3

Clean up

Pull all three credit reports and work the 90 day cleanup plan.

STEP 4

Build

Separate the business, then climb the business credit tier ladder.

Who it is for

For founders who want their money to look as strong as their work.

  • Founders and business owners who mix personal and business money today.
  • Couples who want one simple plan and a weekly money meeting that does not turn into a fight.
  • Anyone who wants business credit or capital someday and wants to get ready the right way.
  • People of faith who want to steward money well, not just earn more of it.

Not for you if you want a get rich quick trick. This is the boring, faithful work that makes you bankable.

Brandon O'Connell in a linen blazer

A note from Brandon

Lenders look at you before they look at your company.

I'm a tech founder, a husband of 20 years and a dad of five boys. I learned most of this the hard way, by building businesses and making the money mistakes first.

That is why this guide starts with your personal budget and credit, then moves to the business. Do it in that order and every next step gets easier.

Brandon

FINANCE

Bankable: The Finance Field Guide

Starting at$27

One time. Instant download.

  • 18 page printable PDF guide and workbook
  • Money snapshot and zero based month
  • Four account budget and weekly money meeting
  • 90 day personal credit cleanup plan
  • Entity, separation and fundability checklists
  • Business credit tier ladder and capital readiness file
  • 30 day Finance sprint
Get Bankable

Want me to walk through it with you or your team? Coaching is available. Ask for a free quote.

Ready for the tools? The Bankable Toolkit adds 21 pages of trackers, a companion spreadsheet and 30 AI money prompts, starting at $47. See the Toolkit

FAQ

How do I get the guide?

Right after checkout you land on a download page, and the PDF link comes to your email too.

Do I have to print it?

No. Print it and use a pen, or fill it in on a tablet or computer.

Is this only for business owners?

No. The first half is personal money: budget, credit and a weekly money meeting. The business half helps when you are ready.

Is this financial advice?

No. Bankable is education only. It is not financial, tax, credit repair or legal advice. I am a founder, not your CPA or attorney. Talk to a licensed professional about your situation.

What is the next step after Bankable?

The Bankable Toolkit, starting at $47. It turns the guide into weekly trackers, a 12 month business credit roadmap and a companion spreadsheet.

A year from now, what will your money say about you?

Start with one page tonight. Personal first, then the business.

Educational only. Not financial, tax or legal advice. Results are not typical or guaranteed.