FINANCIAL HEALTH CHECK-UP
We work intensively 1:1 with you over 4-6 weeks to evaluate the financial health of your business. We look at your offerings, unit economics, margin targets, revenue pipeline, costs, operating budget, and staffing plan. We also fill in all those pesky things you might forget as a business owner like taxes, insurance, and compliance.
The result is a 2-year projection and roadmap for where your business is going. We finish with an implementation session in which we review a punch list of key activities in the first three months to meet your annual goals.
The Financial Health Check-up is for all industries, for businesses with 1-4 years of operating history.
WE WORK WITH CLIENTS TO EXECUTE THEIR STRATEGIC PLANS THROUGH OPERATING SUPPORT, ADVICE, AND PEER COACHING.
FINANCIAL HEALTH MEMBERSHIP
After completing a foundational strategic plan, you’re eligible for our Financial Health Membership program. We continue to provide monthly or quarterly support through business reviews. We evaluate your plan to actual performance and keep you on track to your business goals.
As you reach those goals, we help you evaluate your options and make choices in your next phase of growth. Our ongoing reviews can include periodic extensions of your strategic plan for additional quarters or years.
FINANCIAL HEALTH COACHING
For founders ready to blast toward CEO success, we offer weekly coaching support as a peer executive and your COO / CFO partner. We accelerate your decision-making process and reduce the noise around both the strategic and tactical tasks on your plate.
Who We Work With
We support female-identifying founders from creative and non-managerial backgrounds in making the shift from founder to CEO. We do that through strategic planning and operating support, whether one-time or ongoing. We specialize in working with self-funded or bootstrapped businesses.
Ready to Talk?
GET STARTED WITH A STRATEGY SESSION