Free 15 minutes clarity call!
Finance Management
Take control of your finances with organized systems and insightful reporting. I offer financial tracking, monthly Profit and Loss (P&L) statements, and budget analysis to help you understand your numbers and maximize your profitability.
Quick Financial Snapshot
What’s Included:
Review one month of income and expenses.
Provide a simplified summary of your cash flow and 1–2 recommendations for cost-saving opportunities.
15-minute follow-up call for clarification or questions.
Who It’s For: Small business owners looking for a quick financial health overview.
Price: $99
Finance Tracking Essentials
What’s Included:
Set up and maintain simple financial tracking systems (e.g., Google Sheets or Airtable).
Track monthly expenses and revenue.
Deliver a monthly Profit and Loss (P&L) statement.
Who It’s For: Solopreneurs or small businesses needing basic financial clarity.
Price: $500–$800/month.
Finance Management
What’s Included:
Everything in the Essentials package.
Conduct a monthly budget review and suggest areas for cost-cutting.
Set up and maintain invoicing systems for client payments.
Provide quarterly financial insights and recommendations.
Who It’s For: Small businesses with multiple revenue streams.
Price: $1,200–$1,800/month.
Full-Service Finance Management
What’s Included:
Everything in the Management package.
Analyze profit per revenue stream to identify high-ROI areas.
Develop and monitor a detailed business budget.
Implement financial systems like Profit First or cash flow forecasting.
Who It’s For: Businesses needing advanced financial insights and management.
Price: $3,000–$5,000/month.
