Let's work together

My Services

Monthly service includes:
  • Monthly Financial Overview: I'll review your recent earnings and spending with you. This helps you see exactly where your money has gone, making it easier to manage your finances without needing to understand complex financial terms.
  • Updated Cash Flow Predictions: I'll revise our forecasts to show how much cash you'll likely have in the coming months. This way, you can plan ahead with confidence, knowing whether you'll have enough to cover your expenses or invest in growing your business.
  • Progress Check on Financial Goals: Each month, we'll review how close you are to reaching the financial targets we've set. Whether it's saving for a new investment or increasing your profits, I'll help you understand exactly where you stand and what steps we should take next.

Working alongside your existing bookkeeper or utilizing our team of experts, I ensure a consistently accurate financial picture, empowering you to make strategic decisions about pricing, hiring and investments, to propel your business to new heights.

Monthly support for businesses scaling to 7-figures and beyond

CFO monthly Services

This is a specialized, on-demand service where we take a deep dive into your current cash management processes, set up a straightforward cash flow forecast, and make sure your banking and bill-paying practices are optimized for maximum efficiency.
Here’s what we’ll accomplish together:
  • Set Up a Simple Cash Flow Forecast: We’ll create an easy-to-understand forecast that shows when money will be coming in and going out. This way, you can plan for future expenses and investments without any surprises.
  • Optimize Your Bank Accounts and Bill Payments: I’ll help you organize your bank accounts and streamline your bill-paying process. This ensures that you’re keeping enough money on hand to meet your needs, while also taking advantage of opportunities to save and invest.
By the end of our session, you'll feel more confident about your business's financial health and be better equipped to make decisions that foster growth and stability.
Managing your business's money doesn't have to be complicated. Our Cash Flow Clarity session is designed to simplify how you handle your finances, ensuring you always have enough cash to cover your needs and grow your business. 

deep dive into your Cash Flow Tracking & Processes

Cash Flow Clarity Session

Starting a business can feel overwhelming, especially when it comes to managing your finances. That's where I come in! In our focused 60-minute session, we’ll cover everything you need to feel confident about your financial foundation, including:
  • Which bank accounts are essential for smooth business operations
  • How to easily track your income and expenses with customized spreadsheets made just for you
  • The key financial metrics that matter most (and how to stay on top of them)
  • Any burning financial questions you have—nothing is off-limits!
 After our session, you won’t be left to figure it all out on your own. You’ll have 30 days of ongoing support to help you feel confident while implementing your new systems, so you can focus on growing your business with clarity.
 

Financial Setup & Support for New Entrepreneurs
 

60-minute 1:1 session, plus 30 days voxer support

Clarity Kickstart

book a free consult

I'm here to empower you in your role as CEO, by supporting your profitable decision making and ensuring you are growing your business for lasting and sustained success.

Ready to feel more confident and at ease with your financials?

Let's get started!

© Brooke K Consulting LLC  |  Site Design By Jess Gingrich