If you’ve been staring at your numbers & wondering:
Am I pricing my products correctly?
Can I afford to invest in inventory, marketing, or hiring?
How do I create a financial plan that actually works for me?
Am I on track to hit my revenue and profit goals?
Then you don’t have to figure it all out alone.
You bring your questions, and we’ll work together to create a clear, customized strategy so you can stop second-guessing and start making informed financial decisions with confidence.
WHAT'S INCLUDED:
60-minute private strategy sessions tailored to your business.
Clarity on your numbers—pricing, cash flow, profitability, and strategic decisions.
Actionable insights & recommendations so you leave with a clear plan.
Follow-up notes & next steps after the session to keep you on track.
For multi-session packages, we’ll track your progress and refine your strategy over time!
Exclusive for 3 or 6 session packages
... is an easy-to-use system designed to give you the financial clarity and confidence you need to manage your business finances—without spreadsheets, bookkeeping experience, or guesswork.
Essential Spreadsheets to Track Your Business Finances
(Cash Flow Tracker, DIY Bookkeeping, Startup Budget Planner, Pricing Calculator, Inventory Tracker)
The Financial Roadmap Worksheet (Guided Google Sheet with Auto-Calculations!)
Quick-Start Video Tutorials
Getting expert financial guidance is easy!
Here’s how to get started:
Choose between 1, 3, or 6 strategy sessions based on the level of support you want.
After purchasing, you’ll receive a booking link to choose a time that works for you.
Fill out the pre-session questionnaire so we can make sure to dive right in to your most burning questions.
That’s it! You’ll leave your session with clarity, insights, and next steps to move your business forward.
Anything related to your business finances! Pricing, profit margins, cash flow, financial planning, and more.
You can book additional sessions anytime.
Yes! If you have numbers to review, we’ll go through them together for real-time insights.
60-minute private strategy session tailored to your business.
Clarity on your numbers —pricing, cash flow, profitability, and strategic decisions.
Actionable insights & recommendations so you leave with a clear plan.
Follow-up notes & next steps after the session to keep you on track.
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