For: Solopreneurs & early-stage business owners
Purpose: Lay a solid financial foundation with clarity and confidence.
Perfect if you need: organization, insight, and financial visibility.

What’s Included:

✅ Financial Health Assessment

✅ Cash Flow Forecasting & Management

✅ Budgeting & Financial Planning

For: Growing small businesses ready to scale
Purpose: Gain momentum through strategy, structure, and insight.
Perfect if you want: visibility, forecasting, and performance tracking.

What’s Included:

✅ Financial Health Assessment

✅ Cash Flow Forecasting & Management

✅ Budgeting & Financial Planning

✅ KPI Dashboard Creation & Monitoring

✅ Strategic Finance & Growth Planning

For: CEOs & scaling businesses seeking strategic leadership
Purpose: Navigate complexity with CFO-level guidance and financial precision.
Perfect if you’re preparing for: funding, expansion, or maximizing profitability.

What’s Included:

✅ Financial Health Assessment

✅ KPI Dashboard Creation & Monitoring

✅ Strategic Finance & Growth Planning

✅ Profit Margin Optimization

✅ Investor or Lender Readiness Package

✅ Monthly/Quarterly Financial Reporting