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 product-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 handle your taxes doesn't mean you're set when it comes to making smart inventory purchases or keeping your cash flow strong.
I know the fear: what if you run short of cash right when it's time to restock or seize a new growth opportunity? It's not just about tracking your numbers; it's about using them to make informed decisions, ensuring you always have the funds to fuel your business—and buy that next batch of inventory when you need it most.
I'm here to offer that tough love perspective, transforming your cash flow concerns into a strategic advantage for sustainable growth.
Here’s what’s possible:
01
Crystal-clear insights into your numbers
... so that managing cash flow and planning your next inventory purchase feels both intuitive and empowering.
02
Personalized 12-month
financial forecast
... that illuminates growth opportunities and guides every strategic spending decision.
03
Monthly strategy sessions
... that turn uncertainty into clear, actionable progress, keeping you agile and confident.
04
Move past financial overwhelm
... to a future where every decision is backed by a confident, strategic roadmap that secures your business growth.
I help entrepreneurs...
Who are ready to
I help entrepreneurs...
Who are ready to
01
Grow your product business revenue to 7-figures while preserving profitability—ensuring every dollar is strategically invested in your growth.
02
Plan your cash flows with precision so you know exactly when to restock inventory or launch your next game-changing product.
03
Gain deep insight into the profitability of your products so you can focus on the most lucrative offerings—and confidently reward yourself along the way.
04
Achieve financial freedom by setting clear goals that drive product innovation and sustainable growth.
05
Invest smartly in essential resources—whether it’s scaling inventory, upgrading equipment, or refining your marketing strategy—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’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.
Starting Price:
$400 per session
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
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.
Starting Price:
One-Time Setup Fee: $2,000
Ongoing Monthly Fee: $1,200-$2,500/month
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.
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.
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.
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
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.
How is this service different from a traditional financial consultant?
Unlike traditional consultants who might deliver a one-time report, I offer an ongoing, personalized partnership. With monthly strategy sessions, tailored financial forecasts, and continuous support, I work with you step by step to adapt your financial plan as your business evolves.
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.
HOW IT WORKS
step
01
Book a Free Consult
On this 20-minute call, we’ll talk about your biggest financial challenges—whether it’s managing cash flow, planning inventory purchases, or scaling profitably. I’ll walk you through how I can help, and together we’ll determine if this service is the right fit for your business.
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?
