Small business, big money moves.
Stop Bleeding Cash. Start Banking Predictable Profit.
Grab our Cash-Confident Small Business Playbook — a punchy, no-jargon guide that shows you exactly how to protect your cash flow, tame your expenses, and future-proof your insurance and financial systems in under 7 days.
- Pinpoint your 3 biggest cash leaks in 15 minutes
- Create a simple, stress-free insurance coverage map
- Build a weekly money ritual that actually sticks
Drop your email and we’ll send the playbook straight to your inbox — plus a short, zero-fluff email series helping you implement it step-by-step.
No spam. No hard sells. Just clear-headed money moves for real-world small businesses.
Get the playbook free
Join the Everstone Money Lab
Weekly bite-sized insights on cash flow, smart coverage, and confident decision-making — made for owners, not accountants.
By joining, you agree to receive emails from Everstone Management Solutions LLC. You can unsubscribe anytime in one click.
Trusted by owners across retail, trades, professional services, and more.
If this sounds like you...
You don’t need another spreadsheet. You need a simple money system.
Everstone Management Solutions LLC works with real small businesses — the kind where you’re handling sales, people, and payroll all before lunch. The Cash-Confident Playbook was built from those front-line conversations.
- You’re never quite sure what’s safe to spend.
- Surprise bills or renewals keep nuking your cash flow.
- Insurance feels like a black box — you just cross your fingers and pay.
- You want clarity without getting a finance degree.
The playbook walks you through tightening your financial basics so you can move fast without flying blind.
Inside the playbook
01 · Cash Flow Snapshot — a one-page view that tells you in seconds if you’re safe, tight, or in the danger zone.
02 · Coverage Confidence Map — see exactly what your business is protected from (and what’s exposed).
03 · Weekly Money Huddle — a 20-minute ritual you can run solo or with your team.
Fast, simple, owner-friendly
Here’s how the Everstone Playbook pays off in one week.
The goal isn’t to turn you into a CFO. It’s to give you just enough structure so you can make bold decisions without gambling the business.
Day 1
Get the snapshot
Print (or open) the one-page cash snapshot and plug in a few simple numbers. You’ll instantly see where you stand.
Day 3
Fix the leaks
Use our checklists to adjust payment timing, trim waste, and clean up risky coverage gaps without over-buying.
Day 7
Lock in your rhythm
Run your first Weekly Money Huddle and feel the difference of knowing exactly what your numbers are saying.
Ready to calm down your cash flow?
Drop your email and we’ll send the Cash-Confident Playbook + our 5-day implementation mini-series.
Everstone Management Solutions LLC specializes in helping small business owners align their operations, finances, and insurance so the numbers finally support the vision — not the other way around.
Real results from real owners
“We went from guessing to making clean, confident decisions in under a month.”
“Before working with Everstone, cash flow felt like a rollercoaster. We were insured, but we didn’t really know what for, and every renewal caught us off guard. The framework in this playbook is exactly what they walked us through — now we know what’s coming, what’s covered, and what we can safely invest back into growth.”
— Taylor R., owner of a 14-person marketing agency
The playbook you’ll receive is the distilled version of the systems we implement with our consulting clients — adapted for DIY owners who are ready to get organized and stay protected.
Questions, answered
Is this really worth another email in your inbox?
Fair question. Here’s exactly what you’re signing up for when you join the Everstone Money Lab and grab the Cash-Confident Playbook.
What exactly will I receive when I opt in?
You’ll get an instant download link to the Cash-Confident Small Business Playbook (PDF), plus a short 5-day email series that walks you through using it. After that, you’ll receive our regular Money Lab emails — typically 1–2 per week — with practical tips on cash flow, financial decision-making, and aligning your insurance with your actual risk.
Is this only for certain types of small businesses?
The playbook is designed for owner-led businesses with under 50 employees, including service providers, trades, retail, boutique e‑commerce, and professional practices. If you have revenue, expenses, and at least a few recurring bills or policies, you’ll be able to use this framework.
Will you try to sell me something right away?
No hard sells, no pressure. We’ll occasionally let you know about Everstone Management Solutions LLC services that might be a fit, but the primary goal of this list is to deliver genuinely useful education. If it’s not helpful, you can unsubscribe with one click at the bottom of any email.
Can I share the playbook with my team or partners?
Absolutely. You’re welcome to share it internally with your team, leadership, and advisors. If you want to share it more broadly (like with clients or your own audience), just reach out and we’ll explore partnership options.
Zero fluff. Zero risk.
If the playbook doesn’t give you at least one concrete money win in the next 30 days — a cost you cut, a risk you fix, or a decision you finally make — hit reply to any email and tell us. We’ll do our best to point you to a better tool, even if it isn’t ours.
Your time, attention, and trust as a small business owner are the most valuable things you’ve got. We intend to earn them.
Everstone Management Solutions LLC
Practical finance and insurance guidance for small businesses that are serious about growth and allergic to jargon.
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