Choose your starting point.
Choose either the Financial Clarity Audit or the Financial Roadmap. Financial Roadmap clients may continue into Ongoing Consulting Services when monthly reporting, forecasting, and strategy support are the right next step.
Starting option
Financial Clarity Audit
Understand your current financial position, identify the most important issues, and leave with a prioritized action plan.
- ✓Financial statement review and commentary
- ✓Current cash flow and KPI review
- ✓Program profitability review
- ✓Prioritized action plan
- ✓90-minute strategy session
Starting option
Financial Roadmap
Build a complete 12-month financial plan covering profitability, cash flow, payroll, owner compensation, and program performance.
- ✓Everything included in the Financial Clarity Audit
- ✓12-month P&L forecast
- ✓12-month owner payout forecast
- ✓12-month cash flow forecast
- ✓12-month payroll and program profitability forecasts
After the Financial Roadmap
→Continue with monthly support, if applicable.
After Financial Roadmap
Ongoing Consulting Services
After completing your Financial Roadmap, ongoing consulting helps you monitor performance, update assumptions, and make informed decisions throughout the year.
- ✓Executive Scorecard
- ✓Executive Commentary
- ✓Financial Performance Report
- ✓Cash Flow Dashboard
- ✓Program Profitability
- ✓Operations Dashboard
- ✓Monthly 60 Minute Strategy Session
Deliverables by starting point.
Both options include a focused review and strategy session. The Financial Roadmap adds the 12-month forecasts needed for ongoing consulting.
| Deliverable | Financial Clarity Audit | Financial Roadmap |
|---|---|---|
| Financial Statement Review & Commentary | ✅ | ✅ |
| Current 12 Month Plan Review & Commentary (if applicable) | ✅ | ✅ |
| Current Cash Flow Plan Review & Commentary | ✅ | ✅ |
| Program Profitability Review & Commentary | ✅ | ✅ |
| KPI Review & Commentary | ✅ | ✅ |
| Prioritized Action Plan | ✅ | ✅ |
| 90-Minute Strategy Session | ✅ | ✅ |
| 12-Month P&L Forecast | ❌ | ✅ |
| 12-Month Owner Payout Forecast | ❌ | ✅ |
| 12-Month Cash Flow Forecast | ❌ | ✅ |
| 12-Month Program Profitability Forecast | ❌ | ✅ |
| 12-Month Payroll Forecast | ❌ | ✅ |
Not Included
NOT INCLUDED: Bookkeeping & Accounting/Tax Services, Investment & Debt Management Advice, Legal Advice, Payroll Processing
Services consist of financial consulting, financial analysis, forecasting, reporting, budgeting, KPI development, and business strategy support. Client remains responsible for all accounting records, bookkeeping, tax filings, legal compliance, payroll processing, and financial decisions.