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Resources we have found or created available for public use

PPP Loan Forgiveness Template

Free tool from FinSync

Currently, there has been little information issued on how the forgiveness provisions will work, so here is a template with calculations to give us some level of guidance and help you maximize PPP loan forgiveness.

Managing your PPP Loan for Maximum Forgiveness

Article by Rayanne Buchianico

Take these steps to manage your PPP loan proceeds for maximum forgiveness especially if you have missed our interactive Q&A with Rayanne.

Work from Home Report

Free tool from TTI

ConnectStrat is pleased to bring you this complementary "Working from Home Assessment and Remote Tips" report, customized for your own personal style and natural behaviors. Please allow an uninterrupted block of 15 minutes to take this assessment. Your results will be delivered immediately.

Financial Model Template

Budget - Forecast/Actual - Cash Flow

This is a very simple version of a model we recommend to our clients. Create and lock in a budget, duplicate to manage actual and forecast, and manage your weekly cash!

Webinar Recordings

Ask a Strategic Coach

May 7, 2020

PPP funding

You’ve received your Paycheck Protection Program (PPP) funding. Now what? How do you track it from an accounting standpoint? What can you legitimately spend it on? What paperwork will you need to produce for the best chance of loan forgiveness?


Rayanne Buchianico is the owner of ABC Solutions, LLC providing complete accounting, business, and tax consulting services to IT Professionals in the United States and abroad.

May 21, 2020

Mitigating Risks opening post-Covid

Are you an ITSP and have questions over the legal implications of opening up? How are you influencing your customers and clients to behave in a safe way while in your establishments? Requiring employees to travel to at-risk areas? How about your business contracts?

Join us as Brad and our Strategic Business Coaches tackle critical questions about how best to return to work while mitigating risk for your staff, clients and communities.

June 11, 2020

Financial Strategies: Switching from Defense to Offense

Trevor Shakiba, President of Shakiba Capital, a Certified Financial Planner, Marketing Specialist and Consultant will be joining our session to discuss financial strategies. Learn how to switch from defense to offense as well as how to take advantage of current opportunities in the market.

July 9, 2020

Life and Legacy Planning with Arlin Sorensen

What change will I make in this world? When my time is up, what lasting mark will I have made? Of course, a lasting impact doesn't just happen by accident. Rather, building lasting impact requires vision, strategy, planning, execution, and often a heavy dose of grit. The process of building something great is littered with early failures, some successes, essential learnings, critical changes, and then later more success and fewer failures.


Join Arlin and our Strategic Business Coaches as they share principles, tips, and tools used in building a business and a life with lasting impact, one that leaves a legacy.

July 24, 2020

The $50,000 Hour

You work hard to grow your business and increase sales but how much time do you spend focusing on cash flow? Join us for a live webinar as Jason and our Strategic Business Coaches discuss the art and science of cash flow management and help you discover areas of significant profit improvement.

Sept 10, 2020

Assessments with Jena Knight

Jena Knight is an experienced Social Worker and Kolbe Certified Consultant that focuses on bringing "Healthy" to the workplace. If you are seeking to improve your hiring process, retain top talent or simply re-energize your culture, this discussion will help you navigate the options and find the tools that match your business goals.

Are you ready to grow your dream business with ConnectStrat?

Life is short and your dreams are too important to put on hold.  Let's start your journey today!

Not quite ready to talk to a guide?

Take our complementary business assessment to see where you stand across our 4 pillars

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