Numbers
Inform
Strategy
Guides
Growth
Follows
TRANSFORM
Your Numbers
Into a Blueprint for Growth
TRANSFORM
Your Numbers
Into a Blueprint for Growth
I'm Brooke Koeninger
your dedicated financial partner for service-based entrepreneurs.
I help you turn financial complexity into clear, actionable strategies through personalized 1:1 guidance—so you can build a roadmap for sustainable success.
Time to get real
with Your Numbers
Let's be honest—having a bookkeeper to close your books doesn't mean you feel confident making big decisions.
Revenue might be growing. Clients are coming in. But when it's time to hire, raise your rates, invest in support, or pay yourself more...the numbers suddenly feel heavier.
What if cash flow dips?
What if you hire too soon?
What if growth outpaces your capacity?
It's not just about tracking your numbers. It's about using them to make grounded, forward-looking decisions - so you can grow without constantly wondering if you're about to overextend yourself.
I'm here to bring that strategic lens - turning financial uncertainty into clarity, direction and sustainable growth.
Here’s what’s possible:
01
Crystal-clear insights into your numbers
... so managing cash flow, paying yourself, and planning your next hire feels grounded - not reactive.
02
Personalized 12-month
financial forecast
... so you can see what growth actually requires - and make strategic decisions with confidence, not guesswork.
03
Ongoing strategic partnership
... monthly sessions that turn uncertainty into clear priorities, helping you move forward without carrying every decision alone.
04
Sustainable growth without second guessing
... a business where your financial decisions reflect both your ambition and your capacity - not just pressure.
I work with service-based founders...
Who are ready to
I help entrepreneurs...
Who are ready to
01
Grow revenue without sacrificing profitability or capacity, so your business expands in a way that actually feels sustainable.
02
Plan your cash flow with clarity so you know when you can confidently hire, raise your rates, or invest in your next level of growth.
03
Understand what's actually driving profit in your business so you can focus on the work that's most aligned, most valuable, and most financially sound - and pay yourself accordingly.
04
Set financial goals that reflect your real life - not just industry benchmarks, so your growth supports the future you're building, not someone else's version of success.
05
Make confident investment decisions - whether that's hiring support, upgrading software, or refining your marketing - so every expense propels your business forward.
"Working with Brooke was a game-changer for my business.
Her expertise in updating our costing and pricing structure not only provided us with crystal-clear insights into our charging strategies but also illuminated where our profits were truly coming from. Thanks to her guidance, we now have a solid foundation to make informed decisions that drive our growth. Highly recommended for anyone looking to gain financial clarity and elevate their business!"
Clay williams, athletic house
Financial Strategy Session
no. 01
Whether you need a focused strategy call or ongoing accountability, these sessions are designed to meet you where you are. We'll zero in on your biggest financial questions—whether it's understanding your numbers more clearly, setting realistic growth goals, planning a hire, raising your rates, or deciding what to prioritize next.
You choose the cadence—monthly, quarterly, or as needed. Each session is tailored to your current priorities and guided by a pre-call questionnaire so we spend our time where it matters most. Think of this as a dedicated space to step out of the day-to-day, pressure test your thinking, and move forward with clarity and confidence.
Starting Price:
$400 per session
what's included:
60-minute 1:1 strategy session via Zoom tailored to your business needs
Pre-session questionnaire to clarity focus and priorities
Written recap + personalized next steps delivered after each meeting
Flexible scheduling—use your sessions as needed
Bundles of 1, 3, or 6 sessions available
Who It's For:
Service-based founders who:
Want expert financial perspective without committing to a monthly CFO partnership
Are navigating hiring, pricing or growth decisions
Feel unclear about cash flow, profit or owner pay
Crave a strategic sounding board to sharpen their thinking
Fractional CFO Partnership
no. 02
This 1:1 service is designed for service-based entrepreneurs who already have a bookkeeper but need strategic financial leadership. This is where we move beyond tracking the past and start planning the future. Together, we build a clear financial roadmap, optimize cash flow, and align every major decision (from hiring to pricing to reinvestment) with the growth you're actually trying to achieve. This is ongoing partnership, not periodic advice.
Starting Price:
Phase 1: Initial Strategic Roadmap & Forecast Build:
$3,000
Phase 2: Ongoing Monthly Fee: $1,500+/month
Before we meet monthly, we step back and build clarity. Together we create a forward-looking financial roadmap that aligns your revenue goals, owner pay, and growth priorities...so every future decision is grounded in strategy, not guesswork.
what's included:
Customized Financial Forecast: We begin by building a forward-looking financial roadmap that clarifies revenue targets, owner pay, hiring capacity and cash flow needs...so you can see what growth really requires.
Monthly Financial Review & Strategy Reports: Each month, you receive clear, digestible insights into performance...highlighting trends, risks and opportunities so you can make informed decisions quickly. (No fluff reporting. Just what matters.)
Monthly Strategy Sessions: 60-minute deep-dive calls to review actuals, update forecasts, pressure-test decisions, and set priorities for the month ahead. This is where clarity replaces second-guessing.
Ongoing Strategic Support: Access to email support for timely questions, scenario modeling, and decision-making between sessions. Because financial leadership doesn't happen once a month.
Additional Analysis: Ad hoc strategy sessions available at a preferred client rate when deeper analysis is needed.
Who It's For:
This partnership is ideal for service-based founders who:
Have consistent revenue but want clearer profitability
Are preparing to hire or expand capacity
Want to pay themselves more confidently
Are making bigger financial decisions and don't want to navigate them alone
Already have a bookkeeper but need forward-looking strategy
Strategic Roadmap & Forecast Build
no. 03
Not ready for ongoing fractional CFO partnership - but need clear financial direction? This Strategic Financial Roadmap is a one-time engagement designed for service-based founders who a forward-looking 12-month forecast and decision-ready clarity. Whether you're preparing to hire, raise your rates, or invest in growth, this engagement gives you a grounded financial plan - without committing to monthly support. You'll walk away with a clear view of revenue targets, cash flow needs, owner pay, and what your next 12 months realistically require.
Starting Price:
One-Time Strategy & Forecast: $3,000
Need ongoing support? Upgrade anytime to my Fractional CFO Partnership, where we’ll track your numbers, refine your strategy, and keep your business financially on course. If you decide to upgrade within 60 days, your initial forecast investment is credited toward the full program.
what's included:
90-Minute Strategy Session – A deep dive into your business model, pricing, and growth priorities to build a forecast aligned with your goals
Custom 12-Month Financial Forecast – A fully built projection of revenue, expenses, cash flow, and profitability
Scenario Planning – Explore best-case, conservative, and growth scenarios so you can see how different decisions impact your numbers
Break-Even & Capacity Analysis– Understand what revenue supports your goals - and what your business can sustainably carry
Final Walkthrough & Q&A – A follow-up session to review the forecast, answer questions, and ensure you leave confident and clear
Who It's For:
This engagement is ideal for service-based founders who:
Want clarity before making a hiring or pricing decision
Need to understand their projected cash flow for the year ahead
Prefer a strategic roadmap before committing to ongoing support
Are growing and want to make confident, data-informed decisions
Financial Strategy Session
No. 01
Whether you’re looking for a one-time strategy call or ongoing accountability, these sessions are built to meet you where you are. We'll focus on your biggest financial questions—whether it's understanding your numbers, setting financial goals, planning for growth, or just making sense of what’s working (and what’s not).
You choose the cadence—monthly, quarterly, or as needed. Each session is tailored to your current priorities and backed by a pre-call questionnaire to make sure we’re maximizing every minute. Think of this as your dedicated time to step out of the weeds, reflect, recalibrate, and move forward with clarity.
what's included:
60-minute 1:1 Zoom session tailored to your business needs
Pre-session questionnaire so we come into the call focused and ready
Session recap + personalized next steps delivered after each meeting
Flexible scheduling—use your sessions on your terms
Bundles of 1, 3, or 6 sessions available to support your evolving business journey
Who It's For:
Product-based entrepreneurs who want help setting and staying accountable to financial goals
Founders who crave a consistent check-in to stay on track with their numbers
Business owners navigating growth, pricing changes, or big decisions
Anyone who wants expert financial support without committing to a monthly service package
Starting Price:
$400 per session
Financial Clarity Accelerator
No. 02
This 1:1 service is designed for product-based entrepreneurs who already have a bookkeeper but need strategic financial insight and ongoing accountability. It provides you with a tailored financial roadmap and hands-on guidance to ensure your cash flow is optimized, inventory decisions are smart, and every strategic move propels your business toward sustainable growth.
what's included:
Customized Financial Forecast: We begin by working closely with you to craft a personalized 12-month financial forecast that outlines your revenue goals, cash flow needs, and growth opportunities.
Monthly Progress Reports: Receive regular, detailed reports that track your financial performance and progress toward your strategic goals, keeping you informed and agile in your decision-making.
Monthly Strategy Calls: Engage in 60-minute review sessions to analyze actual performance, update forecasts, and fine-tune your growth plan.
Ongoing Support: Enjoy continuous email support for quick financial strategy insights and ad hoc analysis as needed.
Additional Analysis: Access to ad hoc strategy sessions at a reduced hourly rate.
Who It's For:
This service is ideal for product-based entrepreneurs who have a bookkeeper managing their day-to-day transactions but need expert guidance to make informed, strategic financial decisions that support their growth ambitions.
Starting Price:
One-Time Setup Fee: $3,000
+ Monthly Fee: $1,200-$2,500/month
Financial Clarity Roadmap
No. 03
Not quite ready for ongoing financial strategy sessions but need a clear roadmap for where your business is headed? This one-time service is designed for product-based entrepreneurs who want expert guidance in mapping out their next 12 months of revenue, expenses, and cash flow—without committing to monthly support. Whether you're pre-revenue and planning your first year in business or already generating sales but need clarity on where you're headed, this customized financial forecast will give you the numbers-based confidence to make smart decisions.
what's included:
90-Minute Strategy Session – A deep dive into your business model, pricing, and growth goals to build an aligned forecast
Custom 12-Month Financial Forecast – A fully built, tailored projection of your revenue, expenses, cash flow, and profitability
Scenario Planning – Explore different financial outcomes based on sales, inventory purchases, and investments
Break-Even Analysis – Know exactly how much you need to sell to cover costs and start turning a profit
Final Walkthrough & Q&A – A follow-up session to review your forecast, answer questions, and ensure you feel confident in your numbers
Who It's For:
Pre-revenue entrepreneurs who want a financial roadmap before launching their business
Product-based business owners who need to understand their projected cash flow before making big decisions
Entrepreneurs on a budget who aren’t ready for ongoing strategy sessions but want expert guidance on their numbers
Anyone feeling uncertain about their financial future and needing a structured plan to scale sustainably
Starting Price:
One-Time Strategy & Forecast: $2,000
Need ongoing support? Upgrade anytime to my Guided Financial Strategy & Accountability service, where we’ll track your numbers, refine your strategy, and keep your business financially on course. If you decide to upgrade within 60 days, your initial forecast investment is credited toward the full program.
FAQ
frequently asked questions
Why do I need this service if I already have a bookkeeper?
Your bookkeeper keeps your financial records and manages tax filings, but my service turns that raw data into strategic insight. I help you interpret your numbers to uncover growth opportunities, manage cash flow, and make informed decisions that drive your business forward.
Do I need to be "big enough" for a fractional CFO?
You don't need to be a seven-figure business to benefit from strategic financial leadership. Most of the founders I work with are growing service-based businesses who already have consistent revenue - but want clearer visibility before hiring, raising rates or reinvesting. If decisions feel heavier than they used to, that's usually the right time.
What does the onboarding process look like?
We start with a comprehensive review of your current financial landscape and business goals. Together, we’ll create a customized 12-month forecast that maps out your revenue targets, cash flow needs, and growth opportunities. From there, depending on the service you selected, I set up monthly progress reports that keep you informed and on track from day one.
What kind of support can I expect between our monthly strategy calls?
In between our scheduled calls, you'll have ongoing email support to quickly address any questions or challenges. If you ever need a deeper dive into a specific issue, you can also book additional ad hoc strategy sessions at a reduced rate—ensuring you’re never left in the dark.
How flexible is the service if my business situation changes?
The service is built to adapt. Every month, we review your forecast and strategy, adjusting for any shifts in market conditions, new opportunities, or unexpected challenges. This flexible approach keeps your financial plan relevant and effective no matter how your business evolves.
What if I need more frequent support than once a month?
While our monthly strategy calls provide a solid foundation, I understand that sometimes more guidance is needed. I offer additional ad hoc strategy sessions at a reduced rate along with responsive email support, so you always have access to the extra help you need when challenges arise.
What kind of businesses do you typically work with?
I work primarily with service-based founders (consultants, coaches, designers, and creative business owners) who are generating revenue and want more strategic clarity around growth.
HOW IT WORKS
step
01
Complimentary Clarity Call
On this 20-minute call, we’ll talk about your biggest financial challenges—whether that's hiring, pricing, owner pay, or planning your next phase of growth.
I’ll ask you a few questions to understand where you are and what you're working toward. From there, we'll explore what kind of support would be most helpful - whether that's a standalone financial roadmap or ongoing partnership.
No pressure. Just clarity.
step
02
Deep Dive & Financial Roadmap
We’ll start with a 90-minute strategy session to assess your current financial picture, including cash flow trends, inventory planning, and long-term business goals. From there, I’ll craft a customized 12-month forecast designed to give you clarity on your numbers and a roadmap to scale sustainably.
step
03
Ongoing Strategy & Accountability
With your forecast in place, I’ll provide automated monthly financial tracking and reporting so you always know where you stand. We’ll meet for monthly strategy calls to review your numbers, adjust your plan, and make confident decisions for your next big inventory buy, product launch, or investment in growth.
Ready to get started?
