Services
Financial Statement Deep Dive
Understand Your Numbers. - Make Confident, Data-Driven Decisions.
A focused 1:1 session for founders/CEOs who want to finally know what their financials are telling them — and what to do next.
The Problem
You’ve got revenue coming in, expenses going out, and reports piling up…
but no one ever taught you how to actually read your numbers like a CEO.You look at your P&L or balance sheet and think:
“Okay, but what does this mean for my business decisions?”
You’re not alone — and that’s exactly what this session is built to solve.
Introducing the Financial Statement Deep Dive
A private 1:1 advisory session where we’ll unpack your financial results, translate them into plain English, and create a clear plan for what to do next. This isn’t a bookkeeping review. It’s a strategic conversation that turns your data into direction.
What You’ll Get:
Pre-call Review — I’ll analyze your financial statements (P&L, Balance Sheet, Cash Flow) before we meet.
60–90 Minute Strategy Call — Together we’ll identify what’s working, what’s draining profit, and where to focus next.
Custom Summary Recap — Clear next steps you can act on immediately.
Optional KPI Snapshot — Simple metrics to track what matters most moving forward.
You’ll Walk Away With:
Total clarity on your current financial health
Understanding of where profit is gained or lost
Actionable goals for the next quarter
Calm confidence in your decision-making
No jargon. No overwhelm. Just clarity.
Investment:
$950 USD (one-time session — 60–90 minutes + recap)
Available virtually worldwide.
The Financial Clarity Advisory
After years of sitting inside founder finances, I noticed a pattern —smart, ambitious CEOs who were flying blind with their numbers.
They had revenue, team growth, and momentum…but no clear picture of where their cash was going, what to prioritize, or how to make confident, data-backed decisions.
That’s why I created The Financial Clarity Advisory —a monthly partnership designed for founders and CEOs who want:
✅ One deep-dive strategy call each month
✅ Ongoing financial guidance between calls
✅ Clear, calm direction for growth
No $250/hour surprise bills.
No complex dashboards you’ll never open.
Just clarity → confidence → clean decisions.
Financial Clarity Advisory — a monthly partnership for founders who want to make confident, data-driven decisions without paying full CFO rates. Get one deep-dive strategy session each month plus ongoing access to expert financial guidance, so you always know exactly where your business stands and what to do next.
Structure:
1 × 60-minute strategy call per month
Written recap within 48 hours
Client prep: financial docs due 48 hours before each call
Access:
email or text: key issues or questions (1–2/week)
Replies within 24 business hours (Mon–Fri only)
Investment:
$1,500 per month
Add-ons (dashboards, forecasting, investor prep) billed separately
Month-to-month partnership with 30-day notice to cancel
Promise
High-level strategy, calm clarity, and clean financial direction — without the CFO overwhelm.
Strategic Finance Roadmap
We’ll create a 12-month financial strategy that ties your goals, budgets, and KPIs together — so you always know exactly what to focus on each quarter
Strategic planning goes beyond just creating a Mission and Vision statement; it involves envisioning the organization's future and developing clear, actionable plans for the next 3-5 years.
Our Strategic Planning and Goal Setting service helps you establish achievable, measurable goals aligned with your objectives. Objectives are qualitative and action-oriented, while Key Results are specific, measurable outcomes that track progress.
Option 1: Roadmap Package (One-Time Engagement)
Scope:
Deep-dive strategy session(s) with senior management team
Full-year financial roadmap (budget, forecast, KPIs)
Implementation plan + KPI tracking dashboard
Timeline: 3–6 weeks
Price Range: $5,000 - $7,500 per project
(depending on business size, data complexity, and deliverables)
Option 2: VIP Strategy Day
We recommend involving your entire management team to assess departmental strengths and weaknesses, forming a solid foundation for strategic priorities. This includes conducting a departmental SWOT analysis to guide goal setting. Key Performance Indicators (KPIs) are then developed to measure success and compare performance against benchmarks. Budgeting and resource allocation are critical aspects of executing the strategy, along with initiatives and action plans that require regular monitoring and adjustments to ensure alignment with the organization's vision
1 focused day (virtual or in-person) to build your Strategic Plan, Budget & KPI System together. We will host your team (preferably offsite) for a day of strategic planning that will pump up your team and drive engagement.
Includes:
Pre-work + financial review
4–6 hour strategy session
14-day follow-up support
Investment: $ 3,500 per day - plus related expenses
Strategic Exit Readiness & Sale Support
Phase 1 — Exit Readiness Assessment
Review financials, P&L normalization, add-backs, EBITDA analysis
Identify gaps affecting valuation (messy data, owner dependence, cash flow inconsistency)
Deliver a “valuation story” — what their numbers would say to a buyer right now
Phase 2 — Optimization & Prep (2–3 months)
Streamline reporting and metrics buyers care about
Improve cash flow, margins, recurring revenue
Prep data room (financial packages, KPI reports, forecasts)
Coordinate with M&A broker, attorney, or CPA
Phase 3 — Deal Support / Advisory
Financial modeling + “what-if” scenarios for offers
Support during negotiations + due diligence
Post-sale cash flow or tax strategy alignment
Business Process Transformation
We’ll analyze your core business processes, identify inefficiencies, and design a simplified, scalable system that improves decision-making, performance, and profitability.
When management teams engage in business process review, they create a visual representation of workflows, which helps to identify redundancies, inefficiencies, and gaps in current processes. By examining how processes in one department affect those upstream and downstream, management can foster a culture of collaboration and shared responsibility. This interdepartmental perspective helps break down silos and encourages teams to work together towards common goals. It also allows for the identification of potential ripple effects that changes in one area might have on others, enabling more informed decision-making and risk management.
Pricing Options
Phase 1 — Discovery & Analysis (2–4 weeks)
Deep-dive interviews with leadership + key stakeholders
Financial + operational process mapping
Pain point + bottleneck analysis
Preliminary recommendations
Phase 2 — Redesign & Roadmap (2–3 weeks)
Streamlined process design
Roles, responsibilities, and system mapping
Implementation priorities (quick wins + long-term roadmap)
Executive summary + handoff presentation
Phase 3 (Optional) — Implementation Oversight or Retainer
Light-touch advisory (1–2 calls/month)
SOP library
KPI tracking + progress accountability
| Level | Description | Range |
|---|---|---|
| Advisory Project (Strategy Only) | Discovery + recommendations + roadmap | $7,500–$15,000 |
| Full Redesign (with detailed process mapping) | Deep discovery + system design + presentation | $15,000–$25,000 |
| With Implementation Oversight (3-month support) | Everything above + follow-up support | $25,000–$40,000+ |